New Client Intake Form.

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:
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Birthday*

MonthDayYear
Which AGENT are you working with?*

Ryan TempletonMoriah CarsonGiovanna GiampaoloMiriam MossNot sure / Haven't chosen yet
What best describes what you're looking to do?*

RENT a home or apartment.BUY a home or condo.SELL a home or property.I'm a LANDLORD looking for help.

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?*

Lease a vacant unitLease an upcoming vacancyExplore rental pricingI’m not sure yet — let’s talk
How many rental properties do you currently own?*

12-56-1010+

Landlord | Property Information.

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

Street Address

Suite / Unit Number, if applicable

CityState

Postal / Zip Code
Property TYPE*

CondoTownhomeSingle-family home2–4 unit buildingLarger multi-unit building
Number of BEDROOMS*
Number of FULL BATHROOMS*
Number of HALF BATHROOMS*

Landlord | Rental Details.

Let’s talk pricing, timing, and expectations.
Target RENT (or range)*
Approximate is fine — we can discuss strategy.
Desired LEASE START date*

MonthDayYear
Current LEASE EXPIRATION, if applicable

MonthDayYear
Are PETS allowed?*

CatsDogsCase-by-caseNo petsOther

Landlord | Showings & Access.

This helps us coordinate tours smoothly and respectfully.
Is the unit currently occupied?*

YesNo
Primary TENANT contact, if applicable

First NameLast Name
PHONE NUMBER for that primary contact
Please enter a valid phone number.
Are LOCKBOXES allowed on the property?*

YesNo

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.
ACKNOWLEDGEMENT*

I understand and acknowledge the compensation information outlined above.

Seller | Details.

Just a few questions to help us understand your goals and tailor the selling strategy accordingly.
Address*

Street Address

Suite / Unit Number, if applicable

CityState

Postal / Zip Code
Is this your primary residence or an investment property?*

Primary residenceInvestment propertySecond home / vacation propertyOther
Are there any other decision-makers involved in the sale?*

YesNo

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*

CondoTownhomeSingle-family homeMulti-unit (2–4 units)
Year PURCHASED*
Is there an existing MORTGAGE on the property?

YesNo

Seller | Utility Account Information. (Optional)

Providing this can help streamline the transition once the home is under contract — totally optional.
ELECTRIC provider + account number
GAS provider + account number

Seller | Your Timeline and Goals.

Understanding your “why” helps guide pricing, preparation, and marketing decisions.
Thoughts on the CURRENT VALUE of your home?*
If so, feel free to share — we’ll confirm everything with market data.
Have you had a recent valuation or appraisal?*

YesNo
What matters to you most in this sale?*

Maximizing priceCertainty of closingSpeed / timingSmooth, low-stress processOther

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?*

Recently updatedWell-maintainedSome updates neededNeeds significant work
Have any MAJOR UPDATES been completed in the last 5–10 years?
Kitchen, baths, roof, windows, mechanicals, appliances, etc.
Are you open to PREPARING the home before listing?*

Yes - open to recommendationsMaybe - depends on scopeNo - prefer to sell as-is

Seller | Occupancy and Showings.

We’ll always work around your schedule — this just helps us plan ahead.
Is the property currently OCCUPIED?*

Owner-occupiedTenant-occupiedVacant
If occupied, what does SHOWING AVAILABILITY look like?*

Flexible, with short notice (< 24hrs)Limited windows, with more notice (> 48hrs)TBD
Are LOCKBOXES allowed on the property?*

YesNo

Seller | Your Experience and Preferences.

Every seller is different — this helps me tailor communication and support.
Have you ever sold a home before?*

YesNo
How would you prefer to COMMUNICATE?*

TextPhoneEmail
Anything you’re nervous or unsure about with selling?

Buyer | Context and Wrap Up.

A little context goes a long way.
What's your CURRENT HOUSING situation?*

Renting - lease ending soonRenting - flexible / month-to-monthOwning - need to sell firstLiving with family / temporaryOther
Lease EXPIRATION, if applicable

MonthDayYear
Anything Else?
Anything else you’d like us to know about your goals, concerns, or priorities?

Rental | Occupants.

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

NO - just meYES - myself, plus one (1) otherYES - myself, plus two (2) othersYES - myself, plus three (3) or more
Any CATS or DOGS?*

NO petsYES - cat(s)YES - dog(s)YES - and I have ESA docs
****

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

Rental | Roommate #1.

Who's joining you? Let's start here and bring them into the search.
Name*

First NameLast Name
Email
Phone Number
Rental | Roommate #2.

Next up - roommate number two.
Name*

First NameLast Name
Email
Phone Number
Rental | Roommate #3.

Last but not least - roommate number three.
Name*

First NameLast Name
Email
Phone Number

Rental | FAQs.

Just a few follow ups to some of the "requirements" we mentioned, 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.
ACKNOWLEDGEMENT*

I've reviewed and understand the criteria outlined above.

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.
BEFORE YOU SUBMIT...*
Tell us who to thank! How did you hear about us?!
Should be Empty:

New Client Intake Form.

Landlord | Details.

Landlord | Property Information.

Landlord | Rental Details.

Landlord | Features & Logistics.

Landlord | Showings & Access.

Landlord | Compensation & Expectations.

Seller | Details.

Seller | Property Details & Logistics.

Seller | hoa / Association Information.

Seller | Taxes & Utilities.

Seller | Utility Account Information. (Optional)

Seller | Your Timeline and Goals.

Seller | Condition and Preparation.

Seller | Occupancy and Showings.

Seller | Your Experience and Preferences.

Buyer | Details.

Buyer | Budget & Financing.

Buyer | Home Preferences.

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

Buyer | Context and Wrap Up.

Rental | Details.

Rental | Preferences.

other amenities.

Rental | Occupants.

****

Rental | Roommate #1.

Rental | Roommate #2.

Rental | Roommate #3.

Rental | FAQs.

LAST STEP: SUBMIT YOUR FORM.