Buyer Intake Form

Buyer Intake Form

Thank you for taking the time to fill this out. This will help me better understand what you’re looking for and find a home that truly fits you. Let's get started!
Client Information
Full Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Marital Status
Buying with a spouse/partner?
Spouse's Name (if applicable)

First NameLast Name
Spouse's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Number of Children
Buying Goals
First Time Home Buyer?
How Soon?
Are you currently working with a real estate agent?
Financial Information
Have you been pre-approved for a mortgage?
If yes, please provide your lender’s information
(Name, Phone, Email)
Estimated Credit Score
Occupation
Source of Income
Estimated Down Payment
Property Preferences
Preferred Location(s)
Property Type
Price Range
Bedrooms / Bathrooms
Must-Haves or Deal Breakers
Scheduling
Best Time for Consultation
Preferred Method for Consultation
Documents
Required Documents and Instructions for Buyer Consultation
Upload Pre-Approval Documents

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Please upload any relevant documents such as your ID, pre-approval letter, proof of income, and bank statements.
Lead Source
How did you hear about me?
Referral Name (if applicable)
Is there anything else you would like me to know?
Signature
Schedule a 15-minute consultation with us by clicking the link below: https://calendly.com/ana-iconicrealtyassociates/30min
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Buyer Intake Form

Client Information

Buying Goals

Financial Information

Property Preferences

Scheduling

Documents

Lead Source