Houston Real Estate Client Intake Form
Thank you for reaching out! Please complete this quick form so I can better assist you.
New Client Form
Personal Information
Full Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Instagram Username
Preferred Contact Method
*
Phone Call
Text Message
Email
Instagram DM
Real Estate Goals
What are you looking to do?
*
Buy a Home
Lease/Rent
Sell a Home
Invest in Real Estate
Buy & Sell
Not Sure Yet
Buyers & Renters
Desired Move-In Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Preferred Areas/Neighborhoods
How many bedrooms do you need?
1
2
3
4
5+
How many bathrooms do you need?
1
2
3
4+
Desired Monthly Payment or Budget
Price Range
Under $200,000
$200,000 - $300,000
$300,000 - $400,000
$400,000 - $500,000
$500,000 - $750,000
$750,000+
Are you pre-approved with a lender?
Yes
No
Need a lender recommendation
If pre-approved, what is your approved amount?
Are you currently working with another Realtor?
Yes
No
Sellers
Property Address
When are you looking to sell?
ASAP
Within 30 Days
1–3 Months
3–6 Months
6+ Months
Estimated Home Value (if known)
Do you currently live in the property?
Yes
No
Investors
Investment Strategy
Rental Property
Fix & Flip
Short-Term Rental
Multifamily
Commercial
Other
Investment Budget
Final Questions
How did you find me?
Instagram
TikTok
Facebook
Referral
Google
Other
Is there anything else you'd like me to know?
Thank you! I will review your information and contact you shortly.
Submit
Should be Empty: