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10+ Real Estate Intake Form Templates in PDF | DOC

An intake form is a pre-requisite for maintaining transparency in any kind of activity or transaction. Such a form is used in the world of real estate as well for a successful deal to take place. It helps the seller to provide all the required details in an organized manner for a proper relay of information regarding a given property. It also helps the buyer to state all the details required to get a hold of such property. We suggest you make use of our professionally-built form templates to create such crucial documents with ease.

45+ FREE REAL ESTATE Templates - Download Now Microsoft Word (DOC), Adobe Photoshop (PSD), Google Docs, Adobe InDesign (INDD & IDML), Apple (MAC) Pages, Microsoft Publisher

5 Steps for Preparing a Real Estate Intake Form

Step 1: Create a Word File

It is imperative that you create an all-encompassing intake form for the purpose. Therefore, we suggest you create the document in MS Word. The file is both easy to create and edit as well. You can make as many changes as you want to in the document until you are satisfied. Once the document is finalized, you can save it in multiple formats like PDF and DOC file as well depending on your requirements.

Step 2: List the Property Details

This segment will contain information on a given real estate property. The information will include the sale price, property address, area details, services and appliances included, and other such in-depth details. Make sure no detail is left out or else the information will remain incomplete.

Step 3: Provide Seller and Buyer Information

It is imperative that both parties have enough information on each other. Real estate is one of the biggest investments made by an individual or organization. Therefore, it is crucial that proper details regarding both the buyer and seller parties are collected before moving forward with the transaction. The information will contain the name of the individuals or organizations involved, contact details, address details, and more such features.

Step 4: Mention Terms and Conditions

Any business transaction will contain a list of terms and conditions. Both parties must abide by them as they are legally binding. Simply put, if a party is found to violate any of the listed aspects, legal actions can be taken against that individual or organization. Therefore, list these aspects accurately without fail.

Step 5: Signatures

The signatures of the parties imply that the information stated by them are accurate. Once signed, the parties can be legally questioned or charged for false details if found in the document. Thus, the signatures are required to authenticate the intake form.

10+ Real Estate Intake Form Templates

1. Real Estate Customer Intake Form Template

Details
File Format
  • Word
  • Google Docs
  • Pages

Size: A4, US

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2. Service Intake Form Template

Details
File Format
  • Word
  • Google Docs
  • Pages

Size: A4, US

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3. Real Estate Client Intake Form

Details
File Format
  • PDF

Size: 169.8 KB

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There are several procedures that need to be carried out for dealing with real-estate transactions. The provided pdf sample has been prepared to show you how to make a client intake form for assessing the current legal matter of an individual or organization. It is to understand if a given person has the legal authority for involving in such a deal or not. Therefore, download it and make such a similar document in no time with our pre-formatted form sample templates.

4. Simple Real Estate Intake Form

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File Format
  • PDF

Size: 36.1 KB

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If you want to learn a simple format for creating a real estate intake form, we have the perfect sample for you. Have a look at the sample provided above to understand the important components required in such a document. Once you get the basic idea of the form, you can always make changes to suit your specific requirements later. Check out our form templates sample to construct such effective documents in a time-efficient manner.

5. Real Estate Eviction Issues Intake Form

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File Format
  • PDF

Size: 290.4 KB

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Real-estate intake forms deal with a variety of aspects. Here is a helpful example of one meant for stating information on rental issues, and more specifically, lease and eviction issues. The structure used is easy-to-follow for your proper understanding of the matter. Use it as a reference material for preparing a personalized intake form with our form templates in PDF format.

6. Basic Real Estate Intake Form

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File Format
  • PDF

Size: 45.6 KB

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Make a simple single-page real estate intake form with the help of the given pdf sample. Such documents are used for a quick overview of a real-estate matter for relaying information in a fast and efficient way. Take the help of the structure provided to make a similar one for your use with our pre-formatted sample form templates in no time.

7. Real Estate and Rental Intake Form

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File Format
  • PDF

Size: 158.4 KB

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Want to know more about how to construct a real estate rental intake form? You can take a look at our easy-to-follow sample to understand the format and important components of such a document. Once you are familiar with these important terms and structure, you will be able to create a productive form with ease.

8. Formal Real Estate Intake Form

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File Format
  • PDF

Size: 75.0 KB

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The provided pdf sample is a simple example of a formal intake form. It consists of a list of questions that provides useful information on the important aspects of the seller-buyer transaction. It is imperative that both parties are thorough with all such information for a transparent real-estate contract to take place. Check out our pre-built form templates if you are short on time for preparing such a document.

9. Real Estate Property Intake Form

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File Format
  • PDF

Size: 20.0 KB

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Making a structured intake form is important to state all the necessary information in an organized manner. Moreover, it also provides a quick overview of all the important matter, as well as provide ease in extracting information of a specific sector. The given sample will give you an insight into the format of such a document. Use it as reference material for making a similar document with the help of our customizable templates made for real estate form.

10. Real Estate Intake Questionnaire Form

Details
File Format
  • DOC

Size: 7.3 KB

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Are you planning to prepare a questionnaire to get all the required information regarding a real estate property? We have prepared a helpful example of the same in the above-given document. Feel free to edit the document or use it as reference material for making a personalized one for yourself. We also provide professional form templates to help you make such a document without wasting much time. Also, have a look at our real estate form templates for more such useful and time-friendly options.

11. Coach Intake Form for Real Estate

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File Format
  • PDF

Size: 317.8 KB

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The example given above is that of a coach intake form. Such a document is used to train professionals to prepare and utilize effective methods for carrying out successful real estate deals. You can create a similar one along its lines easily. Try out our sample form templates for making such effective documents in a jiffy.

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