Free PDF template
Real Estate Client Intake Form
Real Estate Client Intake Form — a 1-page PDF form with 20 fill-in fields.
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0 downloadsUpdated Aug 21, 2026
Information you will need
- Do you want to upload an image?
- REAL ESTATE AGENT: What's your name or the name of your agency?
- CLIENT ONLY: What's your name?
- What's your email address?
- What's your phone number?
- What's the property of interest?
- What’s the MLS? (if applicable)
- Is there anything else we should know?
- What's your name?
- Are you a buyer or a seller?
- What type of property is it?
- How did you hear about us?
- When would you like to buy or sell by?
- What’s your mailing address?
- What city is your mailing address in?
- What state is your mailing address in?
- What ZIP code is your mailing address in?
- BUYER ONLY: were you pre approved?
- BUYER ONLY: if yes, by whom?
- What's the property information?
Completed by the client.
The form includes 1 signature line.
PDF facts
- Format
- File size
- 575 KB
- Pages
- 1
- Version
- 1