Real Estate Client Intake Form (3)

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Real Estate Client Intake Form (3)

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Last updated August 22nd, 2023

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A real estate client intake form is used by real estate agents to gather information from prospective clients who intend to sell or purchase property. The form will allow the client to give their contact information and offer details about what they intend to buy or sell. The information gathered helps the agent keep track of new customers and understand their goals in order to provide a more personalized service.

CONTENTS

By Type (3)

Real Estate Client Intake Form -A general form used to collect information from prospective buyers and sellers.

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Real Estate Buyer Intake Form – Real estate agents may use this document as a first step in the property purchase process with new clients.

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Real Estate Seller Intake Form – Designed specifically for clients selling property with them.

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Sample

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REAL ESTATE CLIENT INTAKE FORM

DISCLAIMER: Thank you for your interest in being a client of [AGENCY/AGENT NAME]. Information collected about new clients is confidential and will be treated accordingly.

CLIENT INFORMATION

Client Name: _____________________ ☐ Buyer ☐ Seller
Client Street Address: ______________________________
City: _____________________ State: _____________________ Zip Code: ________
E-Mail: _____________________ Phone: _____________________

Property of Interest: __________________________ (MLS#_________)

If buying, are you pre-approved: ☐ Yes ☐ No

If yes, with whom? ___________________________________________

How did you hear about us? ______________________________________

Property type: ☐ Land/Lot/Acreage ☐ Residential ☐ Investment ☐ Commercial

Timeframe for buying/selling? ______________________________________

Property information: _____________________________________________

Additional information: _____________________________________________

SIGNATURE

Signature: _________________________ Date: ___________
Printed Name: ____________________

Essential Information

  • Client Contact Information. The real estate agent should receive the client’s full name, mailing address, phone number, and email address. The client should also indicate whether they intend to sell or buy property.
  • Property Information.
    • Buyer. This party should specify the type of property that interests them and any special requirements the real estate agent should know, such as size, number of bedrooms, location, etc. Additionally, if the buyer has a specific property in mind, they may include information about that property, including the Multiple Listing Service (MLS) number if they know it.
    • Seller. Someone who wants to sell their property should ensure the document includes the address of the property they intend to sell and any information they may want the agent to know upfront. Sellers could use the form to describe the property’s qualities, including the number of bedrooms, bathrooms, and square footage.
  • Timeframe. The agent must understand the client’s intended timeframe, regardless of whether the client is a buyer or a seller. This information allows the agent to adjust their strategy based on their client’s needs and helps them set realistic expectations in the next phase of the process.
  • Pre-Approval (Buyer Only). Knowing the buyer has gone through preliminary evaluation by a lender indicates their level of seriousness and helps the agent narrow their search for properties within the buyer’s budget. The buyer should indicate whether they have pre-approval and through which lender.

Benefits for Real Estate Agents

Agents benefit from using a client intake form for a number of reasons:

  1. Efficiency – Agents can prioritize clients who have completed the intake form, as those individuals are more likely to be serious about a property search or sale. Agents can more quickly provide customized solutions for clients who offer relevant preliminary information, reducing back-and-forth between the two parties.
  2. Communication – The form can help a client and agent get on the same page regarding the client’s expectations and needs at the beginning of the buying or selling process.
  3. Organization – The real estate agent may be dealing with several new clients. An intake form allows the agent to organize and categorize new clients and know which ones may need to be prioritized.