New Client Intake Form

New Client Intake Form

I’m excited to get to know you and help you achieve your real estate goals. This form helps me tailor the process to YOU, your style, your needs, and your timeline. Let’s connect!
Your Name

First NameLast Name
Your Phone Number & Email
Spouse Name (if applicable)

First NameLast Name
Spouse Phone Number & Email
Are you interested in:
If selling, please provide the address of the home you are considering selling:
How soon are you looking to make a move?
What’s prompting the move or interest in real estate?
If buying, which areas or neighborhoods are you most interested in?
Are there any must-haves or deal-breakers for you?
What price range would you feel comfortable considering?
Will this be a:
What’s your preferred communication style?
What matters most to you in working with a real estate agent?
How did you hear about me?
Thanks for all of the info!

Next steps, I will reach out to you via your preferred communication style and schedule a meeting. I have a few more questions so I can best help you, and I can't wait to meet you!
Should be Empty:

Thanks for all of the info!