Real Estate Client Intake Form

Real Estate Client Intake Form

This Real Estate Client Intake Form is designed to gather essential information to better understand your requirements and preferences. Please take a few moments to complete this form, and rest assured that all information provided will be treated with the utmost confidentiality.

Client Information:

Full Name:

Phone Number:

Email Address:

Preferred Method of Contact:

  • Phone

  • Email

  • Text Message

Property Details:

Property Address:

Type of Property:

  • Residential

  • Commercial

  • Land

  • Other (please specify)

Current Status of Property:

  • Owned

  • Renting

  • Vacant

  • Other (please specify)

Real Estate Needs:

Type of Service Required:

  • Buying

  • Selling

  • Renting

  • Property Management

  • Other (please specify)

Preferred Location (if applicable):

Budget/Price Range:

$

Timeline:

  • Urgent

  • Flexible

  • Specific Date (please specify)

Additional Information:

Reason for Buying/Selling/Renting:

Any Specific Requirements or Preferences:

Additional Comments or Questions:

Consent:

By submitting this form, I acknowledge that the information provided is accurate to the best of my knowledge, and I consent to [Your Company Name] using this information to assist me with my real estate needs.

Signature:

Date:                               

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