A real estate seller intake form is a document given to potential clients looking to sell property with help from a real estate agent. By handing out this form, the agent can collect information on their future client and the real estate in question, including its size, amenities, and location. The form can also collect the seller’s ideal timeline, selling price, and other preferences to help the agent create a selling strategy.

CONTENTS Form Contents Client Information Property Details Timeline Financial Goals Reason for Selling Additional Information Client Expectations

Form Contents

For the real estate agent to serve their potential client effectively and efficiently, they should ask for the following information prior to taking on a new listing:

Client Information

The agent needs up-to-date contact information from the client to keep open communication with them. The client should be asked to provide their full name, mailing address, email address, and phone number. If the seller owns the property with another individual, such as a spouse, they should also provide the secondary party’s contact information.

Property Details

The real estate for sale should be described in relative detail. The client should be prepared to provide the following:

• The full address of the property
• The number of bedrooms
• The number of bathrooms (full, 3/4, 1/2)
• If there is a garage
• The number of parking spaces
• If there is a fireplace
• If there is a Home Owner’s Association (HOA)
• The year it was built
• The square footage

Reason for Selling

Information regarding why the seller wants to sell their house may help the agent’s strategy and marketing approach. By understanding the seller’s motives, the agent may customize their efforts and communications to attract possible purchasers who are in line with the seller’s particular circumstances.

Additional Information

“It can be helpful to leave extra space for the seller to relay anything else the agent should be aware of. They could use this space to describe what they love about their home, any financial or situational obstacles that may affect the process, or how they want to approach marketing and communication.

Client Expectations

Filling out the seller intake form allows the agent to understand the client’s expectations regarding the sale of their property. Knowing specific details will also enable the agent to manage the expectations of the seller:

• Timeline – While some sellers prefer to make their upcoming relocation plans well in advance, others will need to pack up quickly. Knowing how quickly the property owner wants to sell is important so the agent can let the client know what to expect and adjust the marketing strategy and listing price accordingly.
• Expected listing price – The agent can look at how much the client hopes to make in selling their property, assess the market, and, if needed, give the seller a more realistic outlook on their goals.