Clone of CRE Seller Intake Form

Thank you for considering Opulence Collective Group to represent your property sale.

This questionnaire is designed to help us better understand your goals, timeline, and expectations so we can create a customized strategy that maximizes your results.

By sharing a few details in advance, you’ll allow us to prepare thoroughly, address your priorities directly, and ensure our upcoming meeting is focused, productive, and aligned with your objectives.

Your input is invaluable, and we appreciate the opportunity to learn more about your property and how we can best serve you.

Your Name

Your First NameYour Last Name

Best Contact Number

Area CodePhone Number

E-mail

Current Office/Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

What is your preferred method of communication?

Is the address above the property you intend to sell?

If no, please share with us the correct address.

If you do not yet wish to share the address, you can skip this question.

Please describe the property you wish to sell.

If improved with a structure, check all that apply.?

Has this property been listed with a broker?

If not currently listed with a broker, are you interviewing other brokers?

Legal Name of Property Owner

This can be an individual or a structured business.

Business Legal Structure

Is Your Business Filed with the Secretary of State?

Company Website, if available.

What type of financing will you accept from prospective buyers? Check all that apply.

How long have you held the property?

Other

Why are you selling?

If you have an existing mortgage or loan, is it approaching maturity?

If yes, when does it mature, and will a balloon payment be due?

Please answer both parts of the question above.

What is your estimated sales price? (We will assess the market together later.)

Minimum Acceptable Sales PriceMaximum Acceptable Sales Price

What is the current cap rate?

Are you also selling a business that's on the property? If so, what type of business?

If so, do you need a business broker to assist with the sale of the business?

Are you familiar with Senate Bill 17 and how it may impact the sale of your property?

If we represent you in selling your property, will you offer a commission to the cooperating/other broker who brings their buyer/client?

Is there anything else you want us to know about this property or this transaction ?

Thanks so much for completing our very thorough questionnaire - it's truly appreciated. Now that the paperwork's out of the way, we can get right to the good stuff and focus on what really matters during our time together: getting your property on the market and attracting good offers. We look forward to connecting with you.

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This form and its contents are the intellectual property of Opulence Collective Group, LLC.
Duplication or use without written permission is strictly prohibited.
Inspiration is welcome. Imitation needs approval.

CRE Seller Pre-Meeting Questionnaire