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Template: Client Intake
Real Estate Client Intake Form
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Collect essential information from clients interested in buying, selling, or renting real estate.
This is a preview of the template. Click here to use it.
Full Name
*
Contact Information (Phone Number and/or Email)
*
Preferred Method of Contact
*
Phone
Email
Text Message
Are you interested in buying, selling, or renting?
*
Buying
Selling
Renting
If buying, what type of property are you looking for?
Single Family Home
Condo/Apartment
Townhouse
Multi-Family Home
Commercial Property
Land
Other
Desired Property Location (City/Neighborhood)
Budget or Price Range
Number of Bedrooms
Number of Bathrooms
Desired Property Features (e.g., garage, yard, pool, etc.)
If selling, what type of property do you want to sell?
Single Family Home
Condo/Apartment
Townhouse
Multi-Family Home
Commercial Property
Land
Other
Property Address (if selling)
Estimated Property Value (if selling)
If renting, what is your preferred rental budget?
Preferred Lease Term (e.g., 6 months, 1 year, etc.)
Month-to-Month
6 Months
1 Year
Other
Additional Comments or Special Requirements
Are you working with another real estate agent?
Yes
No
How did you hear about us?
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