• New Client Intake Form.

    Just a few quick questions to get started so we can help you find your next place to call home! Let's start with the basics:
  • Format: (000) 000-0000.
  • Birthday*
     - -
  • Which AGENT are you working with?*
  • What best describes what you're looking to do?*

  • Landlord | Details.

    Tell us a bit about your property and how you’d like help marketing and leasing it.
  • How can we help you right now?*
  • How many individual rental UNITS do you currently own?*

  • Landlord | Property Information.

    We’ll use this to help determine pricing, positioning, and marketing strategy.
  • Property TYPE*

  • Landlord | Rental Details.

    Let’s talk pricing, timing, and expectations.
  • Desired LEASE START date*
     - -
  • Current LEASE EXPIRATION, if applicable
     - -

  • Landlord | pets.

  • Are PETS allowed?*
  • Which pets are allowed?

  • Landlord | features.

  • Is parking included in rent*
  • What type of parking
  • ADDITIONAL STORAGE in the building*
  • LAUNDRY*
  • Building amenities

  • Landlord | utilities.

  • Utilities INCLUDED in rent*
  • TENANT will be responsible for*

  • Landlord | fees & Deposits.

    This information helps us set clear expectations with prospective tenants.

  • Landlord | Showings & Access.

    This helps us coordinate tours smoothly and respectfully.
  • Is the unit currently occupied?*
  • Format: (000) 000-0000.
  • Are LOCKBOXES allowed on the property?*

  • Landlord | Compensation & Expectations.

  • In most rental transactions, landlords or property management groups compensate brokers for their services.

    In some cases, a commission structure may vary or require discussion. If that situation comes up, I’ll always be transparent and upfront so we can align on expectations before moving forward.

  • Seller | Details.

    Just a few questions to help us understand your goals and tailor the selling strategy accordingly.
  • Is this your primary residence or an investment property?*
  • Are there any other decision-makers involved in the sale?*

  • Seller | Property Details & Logistics.

    This information helps us prepare accurate pricing, marketing, and listing details.If you don’t have everything handy, no problem — we can always fill in the gaps later.
  • Property TYPE*
  • Is there an existing MORTGAGE on the property?

  • Seller | hoa / Association Information.

  • Is the property part of an HOA or association?*
  • What does the HOA include?

  • Seller | Taxes & Utilities.

  • Any EXEMPTIONS
  • UTILITIES currently paid by the owner*

  • Seller | Utility Account Information. (Optional)

    Providing this can help streamline the transition once the home is under contract — totally optional.

  • Seller | Your Timeline and Goals.

    Understanding your “why” helps guide pricing, preparation, and marketing decisions.
  • Have you had a recent valuation or appraisal?*
  • What matters to you most in this sale?*

  • Seller | Condition and Preparation.

    This helps us recommend the right prep strategy — from “as-is” to light improvements.
  • How would you describe the overall CONDITION of the property?*
  • Are you open to PREPARING the home before listing?*

  • Seller | Occupancy and Showings.

    We’ll always work around your schedule — this just helps us plan ahead.
  • Is the property currently OCCUPIED?*
  • If occupied, what does SHOWING AVAILABILITY look like?*
  • Are LOCKBOXES allowed on the property?*

  • Seller | Your Experience and Preferences.

    Every seller is different — this helps me tailor communication and support.
  • Have you ever sold a home before?*
  • How would you prefer to COMMUNICATE?*

  • Buyer | Details.

    Just a few quick questions so we can tailor the home-buying process to you.
  • What best describes your TIMELINE to purchase?*
  • Is this your FIRST TIME buying a home?*
  • What TYPE(s) of property are you open to? (Select all that apply)*

  • Buyer | Budget & Financing.

    Let’s talk numbers — this helps us search realistically and efficiently.
  • What PRICE RANGE are you comfortable targeting?*
  • How do you plan to FINANCE your purchase?*
  • Have you spoken with a LENDER or received a PRE-APPROVAL?*

  • Buyer | Home Preferences.

    Now for the fun part — what does ‘home’ look like to you?
  • Which NEIGHBORHOODS are you focusing on?*

  • Buyer | Must-Haves vs Nice-to-Haves.

    Let's prioritize what matters most.
  • Must-Have Features
  • Deal Breakers

  • Buyer | Context and Wrap Up.

    A little context goes a long way.
  • What's your CURRENT HOUSING situation?*
  • Lease EXPIRATION, if applicable
     - -

  • Rental | Details.

    Great! Chicago has countless rental options — let’s narrow down your search.
  • Ideal move-in DATE?*
     - -
  • How many BEDROOMS, minimum?*
  • How many BATHROOMS, minimum?*

  • Rental | Preferences.

    Tell us what matters most in your day-to-day living so we can focus your search.
  • NEIGHBORHOODS? Select all that apply. We’ll include nearby areas if it helps expand your options.*
  • Are you open to GARDEN UNITS, which are partially below ground?*
  • Will you be bringing a CAR?*
  • Thoughts on LAUNDRY?*
  • What about HEATING and AIR CONDITIONING?*

  • other amenities.

    Not everything below needs to be a deal-breaker — this just helps us prioritize what matters most.

  • Rental | Occupants.

    Just the basics - we'll gather more details if needed.
  • Will you have a ROOMMATE(s)?*
  • Any CATS or DOGS?*

  • Don't worry about any other kinds of pets. Just know that some buildings have pet policies - including: breed, weight, and count restrictions.

  • Rental | additional Roommate #1.

    Who's joining you? Let's start here and bring them into the search.
  • Format: (000) 000-0000.

  • Rental | additional roommate #2.

    Next up - roommate number two.
  • Format: (000) 000-0000.

  • Rental | additional Roommate #3.

    Last but not least - roommate number three.
  • Format: (000) 000-0000.

  • Rental | FAQs.

    Just a few follow ups to some of the "requirements", in case you're interested in learning more!

  • INCOME REQUIREMENTS | Most landlords require that applicants earn approximately 2.5–3x the monthly rent in gross (pre-tax) income. This can usually be met through employment income, and in some cases combined income from all applicants on the lease. Income requirements vary by property, but we’ll help you focus on listings that align with your budget and qualifications.

    CREDIT REQUIREMENTS | While credit standards can vary by property, most landlords look for a credit score of 600 or higher. Applicants below this range may still be approved, but often require additional documentation or a qualified co-signer. Credit is just one part of the application — factors like income, rental history, and overall profile are also considered.

    CO-SIGNER REQUIREMENTS | If a co-signer is needed, landlords typically require the co-signer to earn 4–5x the monthly rent in gross income and have a strong credit profile. A co-signer is usually someone who agrees to take financial responsibility if the lease terms aren’t met, and they must submit an application along with the primary renter.

    COMPENSATION & FEES | In most rental transactions, the landlord or property management company pays for my services — meaning there is typically no cost to you as the renter.In some cases, a property may not offer a commission or may require a tenant-paid fee. If that situation comes up, I will always be upfront and transparent before moving forward, and we’ll discuss options together to ensure expectations are clear and agreeable.

  • agency disclosure.

    As part of the rental search process in Illinois, we’re required to provide the disclosure below explaining how real estate representation works and how your agent assists you during your search. Please review the document so you understand how representation works - it is purely informational in nature and is not intended to create an exclusive representation relationship.

  • A copy of this disclosure will be emailed to you for your records after submission.

  • LAST STEP: SUBMIT YOUR FORM.

    After that, you'll officially be on our radar - and we'll take it from here.

  •  WHAT HAPPENS NEXT?

    We’ll review your submission within 24 hours and reach out to confirm next steps and timing.


    Depending on your goals, we may:

    • Schedule a quick call to align on strategy;
    • Share next steps or resources specific to your situation;
    • Set expectations around timing, pricing, and the process ahead.


    If anything changes in the meantime — timeline, budget, or priorities — don’t hesitate to reach out.  We’re always a call, text, or email away.
     

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