Client intake form template for real estate agents
Whether it's a buyer or a seller, structured intake saves you from showing the wrong homes or mispricing a listing. These questions capture motivation, budget, timeline and property details before your first meeting.
Are you looking to buy, sell, or both?
What is your name and preferred contact method?
What is your timeline — when do you want to move?
What is driving the move? (motivation)
For buyers: what is your budget, and do you have mortgage pre-approval?
For buyers: which neighborhoods, property type, must-haves and deal-breakers?
For sellers: property address, type, size, beds/baths, year built?
For sellers: any renovations, issues or HOA details?
For sellers: what do you believe the property is worth, and why?
Are you working with another agent? (exclusive agreement?)
Do you own or rent your current home? When does the lease end?
How did you hear about me?
When are you available for a first call or meeting?