Real Estate Client Intake Form
Key Skills and Information

Client Information

First Name

Last Name

Phone Number

🇺🇸

Email*

Street Address

City

State/Region

Transaction Type

Preferred Transaction Timeline:

By which date would you like to close/move in?

Urgency Level:

Immediate

1-3 Months

3-6 Months

Flexible

Client Goals and Priorities

What are your top 3 goals for this real estate transaction? (e.g., financial investment, forever home, business growth)

What is your primary concern or challenge?

Describe your ideal property (location, size, features, etc.).

Financial Preparedness

Are you pre-approved for a mortgage?

Yes (Lender’s Name: ____________)

If yes, what is your Lender's Name

If buying, what is your budget range?

If selling, what is your desired price?

Are you aware of closing costs, down payment requirements, or any other financial obligations?

Real Estate Knowledge/Experience

Have you bought/sold property before?

First-Time Buyer/Seller

Experienced

Number of transactions: ___

Are you familiar with the steps in the buying/selling process?

Yes

Do you need assistance with understanding:

Mortgage Process

Contract Review

Inspection and Appraisal

Closing Process

Decision-Making and Communication

Who will be involved in the decision-making process?

Individual

Spouse/Partner

Family

Business Partner(s)

Special Requirements

Do you have specific needs or preferences? (e.g., accessibility features, specific neighborhoods, schools, parking, zoning regulations for business)

Are there legal, financial, or credit concerns that might impact the process?