Hand Up Realty – Work With Me Client Intake Form

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This isn’t a typical real estate client intake form. Buying or selling a home is one of the largest financial decisions you’ll ever make, and I don’t take that lightly. This form helps me understand how you think, what matters most to you, and how I can best guide you through the process. It also helps me determine whether I’m the right fit to serve you. Not every client lives in my service area, and not every situation is the right fit for how I work. When that happens, my responsibility becomes helping connect you with the right Realtor who can best serve your needs and help you achieve your goals. If you’re serious about making a move and want to approach it with intention, take your time and answer honestly.

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Full Name* This field is required.

First Name

Last Name

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Current Address* This field is required.

4

Email Address* This field is required.

example@example.com

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Phone Number* This field is required.

Please enter a valid phone number.

6

Preferred Communication* This field is required.

Call

Text

Email

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I consent to receive calls, text messages, and emails from Hand Up Realty.* This field is required.

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This includes communication about my real estate inquiry and related services. Message and data rates may apply. Consent is not a condition of purchase. You can opt out at any time.

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Are you a first-time home buyer?* This field is required.

Yes

No

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Are you a military veteran or currently serving?* This field is required.

Yes

No

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Are you* This field is required.

Buying

Selling

Both

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Timeline* This field is required.

ASAP

0–3 months

3–6 months

Exploring

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Target Area(s)* This field is required.Make sure to list cities you're interested in living and you can also include areas of that city or subdivisions.

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Price Range* This field is required.List Low to High Budget

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Do you need to sell a home first?* This field is required.

Yes

No

I’m not sure yet

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Have you purchased a home before?* This field is required.

Yes

No

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If yes, how many homes have you purchased?* This field is required.

1

2–3

4+

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Thinking about your past experience(s), how would you describe them?* This field is required.

Overall positive

Mixed experience

Mostly frustrating

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What did you like about your past experience?

Shown if you answered yes above.

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What would you want done differently this time?

Shown if you answered yes above.

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What concerns or questions do you have about buying your first home?

Shown if you answered no above.

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Have you spoken with a lender?* This field is required.

Yes

No

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Would you like an introduction to a trusted lender?* This field is required.

Yes, I’d like a recommendation

Maybe, I’d like more information

No, I’m already working with someone

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Why are you considering a move right now?* This field is required.

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What would make this move feel like a win for you?* This field is required.

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When making big decisions:* This field is required.

A.I decide quickly and move

B. I research and compare options

C. I want reassurance before acting

D. I take my time and don’t rush

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I prefer communication that is:* This field is required.

A. Direct and to the point

B. Detailed and informative

C. Frequent and reassuring

D. Casual and occasional

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I expect my agent to respond:* This field is required.

A. When needed to keep things moving

B. With clear and thorough answers

C. Quickly and consistently

D. When there are updates

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In stressful situations:* This field is required.

A. I push forward and make decisions

B. I slow down and analyze

C. I feel overwhelmed and need support

D. I step back and wait

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When things don’t go as planned:* This field is required.

A. Adjust quickly and move forward

B. Re-evaluate options carefully

C. Feel frustrated and need guidance

D. Take a break and reassess later

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I trust professionals who:* This field is required.

A. Get results

B. Explain things clearly

C. Stay closely involved with me

D. Give me space to decide

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My involvement level:* This field is required.

A. Let’s move efficiently

B. I want to understand everything

C. I want step-by-step support

D. I prefer to take my time

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My biggest concern is:* This field is required.

A. Missing the right home

B. Overpaying

C. Making the wrong decision

D. Moving before I’m ready

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What has stopped you from making a move so far?* This field is required.

A. Waiting for the right opportunity

B. Financial uncertainty

C. Timing or life situation

D. Just starting the process

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If the right home came up tomorrow, what would hold you back?* This field is required.

A. Nothing, I’d be ready

B. I’d want to think it through

C. Financing concerns

D. Not fully ready yet

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Which best describes you right now?* This field is required.

A. Ready to move forward with the right agent

B. Exploring options and learning

C. Just browsing

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What does a great experience in this process look like for you?* This field is required.

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What would frustrate you most during this process?* This field is required.

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Is there anything about your situation, timeline, or decision process that I should understand upfront?* This field is required.