Buyer Intake Form Template
Streamline Your Process with Our Buyer Intake Form Template
Finding the perfect home can be overwhelming, especially when you're not sure where to start. This buyer intake form template is designed specifically for real estate professionals who want to better understand their clients' needs and preferences. By using this template, you'll efficiently gather crucial information about your clients' priorities, streamline the home-buying process, and tailor your services to fit their desires, all while ensuring compliance with accessibility standards. Explore the live template and simplify your client onboarding today!
When to use this form
Use this buyer intake form at the first call or consultation with a new client. It is ideal for first-time buyers, relocations, and investors who need a fast, focused search. You capture goals, price range, financing status, timing, and must-haves so you can shortlist homes and plan tours without guesswork. For smoother onboarding, pair it with the House buyers information checklist form to gather IDs, pre-approval, and contact details. After showings, use the Real estate showing feedback form to track reactions and refine the search. Teams and solo agents benefit from fewer misfires, clearer expectations, and quicker decisions, resulting in stronger offers and less back-and-forth.
Must Ask Buyer Intake Questions
- What problem are you trying to solve with this move?
Motivation reveals urgency, must-haves, and hidden constraints. It helps you filter homes that actually address the need, not just the wishlist.
- What is your all-in budget, financing type, and pre-approval status?
This sets a realistic search range and shows your ability to act fast. For shared understanding of value and comps, review the Broker price opinion form.
- Which neighborhoods, commute limits, and school needs are non-negotiable?
Clear location rules stop wasted tours and expand options where it matters. You can map searches by drive time and focus on listings that fit daily life.
- What is your timeline, showing availability, and who must approve the purchase?
This prevents delays and helps you sequence tours, inspections, and lender milestones. If you are ready to move quickly, preview the paperwork in the Property under contract form so you can go from yes to escrow without friction.
- How will you handle offers, counters, and concessions?
Agreeing on strategy upfront speeds decisions in tight markets. Use the Real estate counter offer form to clarify changes during negotiations and keep records clean.
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