Clone of CRE Tenant Intake Form

Commercial Lease Client Pre-Meeting Questionnaire

This will help make our meeting more efficient and time effective!
If any requested details or documentation are currently unavailable, that's okay. We don't need them right away. We simply need to know if you have them or can produce them.

So, why are we asking in the first place?

Many commercial landlords require this information before approving a property tour. Gathering these details in advance helps us avoid delays—and keeps YOU moving forward toward the best space for your business.
Business Owner

Your First NameYour Last Name
Best Contact Number

Area CodePhone Number
E-mail
Current Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Are you currently working with another real estate agent or broker?
Business Name
Business Legal Structure
Is Your Business Filed with the Secretary of State?
Type of Business
Enter "Other" Business Type Here
Company Website, if applicable.
Describe the products or services your company provides.
Some businesses may not be allowed if an existing tenant has exclusivity.
What financial documents and proof of available funds can you provide? (Select all that apply.)

Other
How long have you been in business?

Other
What type of location are you seeking?

Other
Do you have a business plan?
What is the range of square footage needed?

Minimum Square FeetMaximum Square Feet
What is your MAXIMUM monthly budget for rent and ALL related costs?
This includes base rent, expense reimbursements, annual reconciliations, capital improvements, and more. However, our goal is to find space BELOW your maximum.
What are the MINIMUM and MAXIMUM lease terms you'll consider?

Fewest YearsMost Years
What is your preferred move-in date?
Are you currently in a lease that is about to expire?
If yes, when does your lease expire?
Where do you want to move? (Zip code, specific address, neighborhood name, etc.)
Try to be specific. For example, rather than simply writing Houston, try Downtown Houston or the Houston Heights, Houston's Third Ward or the University of Houston area.
Special considerations or absolute deal-breakers?
For example, do you need 2nd generation space, newly built property, construction funds from the landlord, distance from competitors, exclusivity, etc. In short, if any of these requirements is not available, you will not consider leasing the space.
Is there anything else you want us to know about your company or the commercial space you're seeking?
Some businesses may not be allowed if an existing tenant has exclusivity.
Are you familiar with Senate Bill 17 and how it may impact your ability to lease space?
Are you available to tour properties Monday - Friday, 10a-4p?
Most commercial properties are not available to tour during the weekends or after hours.
Will you sign a "Commercial Buyer/Tenant Representation Agreement?"
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: finding the perfect space for your business. Let’s make some magic happen!
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Commercial Lease Client Pre-Meeting Questionnaire