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Real Estate Client Intake Form

Real Estate Client Intake Form — a 1-page PDF form with 20 fill-in fields.

  • 1 page
  • 20 fill-in fields
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Not yet rated0 downloadsUpdated Aug 21, 2026
First-page preview of Real Estate Client Intake Form
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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
PDF
File size
575 KB
Pages
1
Version
1