Client Intake Questionnaire
Answer a few preliminary questions to help guide our conversation during our scheduled call in the right direction.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Are you working with any other Realtors?
*
Yes
No
Military Status
*
Currently Active Duty
Veteran w/VA Disability
Veteran w/no VA Disability
Retired w/VA Disability
Retired w/no VA Disability
N/A
Do you currently live in the Houston area or will you be relocating here?
*
Currently live in the Houston area
Relocating to the Houston area
Neither, I would like your guidance and assistance with finding a Realtor in my area
Are you looking to rent or buy?
*
Rent
Buy
Would like to buy but not sure if I qualify
If buying, have you worked with a lender for pre-approval?
*
Yes
No
Work Arrangement
Employment Status?
*
Please Select
Self-employed
W2
Retired
Will you be working remote or commuting?
*
Remote
Commuting
Other
Details (if you selected "other")
What is your GROSS income? If someone else will be on the loan or lease with you, provide total combined GROSS income.
*
What is your credit score? If someone else will be on the loan or lease with you, provide both of your credit scores.
*
Preferred Move-in Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Check all that apply
*
Eviction
Owe money to previous landlord
Repossession
Bankruptcy Ch 7
Bankruptcy Ch 13
Student loans - on-time payments
Student loans - late payments
Student loans in deferment
None of the Above
Preferred Contact Method
Do you prefer a video call or a phone call?
*
Video call
Phone call
Best day/time to call. Provide a couple of different days/times
*
Anything else you'd like us to know?
Submit
Should be Empty: