Real Estate Seller Intake Form

Create Document

A real estate seller intake form is a document that agents and brokers use to collect info from new clients who are selling real estate. It collects both the personal info of the clients as well as the details of the property they’re looking to sell (i.e., size, amenities, location).

Real Estate Seller Intake Form

A real estate seller intake form is a document that agents and brokers use to collect info from new clients who are selling real estate. It collects both the personal info of the clients as well as the details of the property they’re looking to sell (i.e., size, amenities, location).

Create Document
PDF
Word (.docx)
OpenDocument
PDF
Word (.docx)
OpenDocument

Last updated October 16th, 2024

Document Preview

A real estate seller intake form is a document that agents and brokers use to collect info from new clients who are selling real estate. It collects both the personal info of the clients as well as the details of the property they’re looking to sell (i.e., size, amenities, location).

Downloads: 915
  1. Home »
  2. Client Intake Forms »
  3. Real Estate »
  4. Seller

Form Contents

For the real estate agent to serve a potential client effectively, they should request the following information.

Client Information

The client should be asked to provide their name, address, email, and phone number. If the seller owns the property with another individual, they should provide the co-owner’s info too.

Property Details

The following property info should be detailed in the intake form:

  • The number of bedrooms and bathrooms
  • The number of parking spaces
  • If there is a Home Owner’s Association (HOA)
  • The year it was built
  • The square footage

Timeline

Knowing how soon the owner wants to sell is important so the agent can let the client know what to expect and adjust the strategy and listing price accordingly.

Expected Listing Price

The agent can look at how much the client hopes to sell the property for and provide the client feedback based on market assessments.

Reason for Selling

The seller’s reason for listing selling can help the agent’s strategy and potentially attract purchasers who align with the seller’s reasons.

Sample

Download: PDF, Word (.docx), OpenDocument

REAL ESTATE SELLER 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: _____________________

LISTING INFORMATION

Listing address: __________________________
Number of bedrooms: ____ Number of bathrooms: ____
Is there a Homeowner Association (HOA)?: ☐ Yes ☐ No
Year property was built:_____ Approx. square footage:_____
Property features: _____________________________________________
Estimated listing price: _____________________________________________
Target sale timeline: _____________________________________________
Reason for sale: _____________________________________________
Additional information: _____________________________________________

SIGNATURE

Signature: _________________________ Date: ___________
Printed Name: ____________________