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Form Elements
The buyer intake form, sometimes referred to as the buyer questionnaire, generally contains the below key elements.
Buyer Information
The form should ask for the client’s contact information and whether a co-buyer is involved in the transaction.
Price and Financing
The following financial information is generally included on an intake form.
- Whether the buyer has been pre-approved for financing.
- The intended price range.
- Whether the buyer has a property to sell.
Client Preferences
To enable the agent to start sending options, the intake form should ask the buyer to provide the following details.
- The type of property.
- Desired home size.
- What area they would like to live in.
Sample
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3REAL ESTATE BUYER 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: _____________________ Additional client name: _____________________
Client address: ______________________________
E-mail: _____________________ Phone: _____________________
Reason for buying: _______________________________________
How soon would you like to purchase?: _____________________
First-time buyer?: ☐ Yes ☐ No Do you have a property to sell?: ☐ Yes ☐ No
Have you been pre-approved? ☐ Yes ☐ No
Lender name: _____________________ Pre-approval amount: _____________________
What’s your price range?: _____________________
Additional information: _____________________________
SIGNATURE
Signature: _________________________ Date: ___________
Printed Name: ___________________