Real Estate Client Intake Form Template
Effortlessly gather valuable client information
Navigating the real estate market can be overwhelming for buyers, making it essential to streamline your client interactions. This Real Estate Client Intake Form Template helps real estate agents like you collect key details from potential buyers, ensuring you understand their needs and preferences better. By using this template, you can efficiently capture essential information, enhance client relationships, and speed up your onboarding process, all while ensuring compliance with industry standards. Start customizing your form today to simplify your client intake!
When to use this form
Use this intake when you start working with a new buyer, seller, or investor and you need quick clarity before the first call or showing. It gathers budget, financing, timeline, areas, and must-haves so you can filter listings and plan a focused search. For first-time buyers, pair it with the Home buyer consultation questionnaire form to shape your meeting agenda. If the client is also listing, the Property listing form helps you capture photos, features, and disclosures without extra emails. It also fits remote or relocating clients who need virtual tours and a fast offer plan. The result: fewer back-and-forths, smarter recommendations, and a smoother path from discovery to offer.
Must Ask Real Estate Client Intake Questions
- What is your price range and current financing status (pre-approved, cash, or need lender referral)?
This sets a realistic search and lets you watch the right price band. Knowing your pre-approval status helps time showings and move fast on the right home.
- What is your ideal move-in date and any hard deadlines (lease end, school start, job transfer)?
Timeline guides tour cadence and offer terms, like rent-backs or quick closes. Clear deadlines help you prioritize homes and negotiate with confidence.
- Which neighborhoods and property type are you targeting, and what are your top three must-haves and any deal-breakers?
Specific criteria prevent mismatches and wasted tours. Deal-breakers save time by filtering out homes that will not work.
- Who are the decision-makers, and how do you prefer to communicate and tour (in-person, virtual, evenings/weekends)?
When everyone involved is known, you avoid delays and missed approvals. Communication and touring preferences keep updates timely and appointments firm.
- How do you want to approach offers and negotiations, including contingencies and counter strategies?
Stating your approach upfront sets expectations for earnest money, inspections, and appraisal choices. It also prepares you for back-and-forth using the Real estate counter offer form.
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