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Buyer and Seller Intake Forms

$5.00
$5.00
Sale Sold out

Description

Asking the right questions and gathering the necessary information to intake a new client is incredibly important for real estate agents. Not only will it save you time in the long run, but it will show your new client your dedication to providing exceptional service. Utilizing these intake forms will ensure you don't miss a step along the way and set the stage for a smooth journey ahead.

Customize in Canva by adjusting text, font, and colors to align with your preferences and business practices, adding your logo and contact details, and personalizing the questions to fit your workflow. Once you get the forms just the way you want them, download them to PDF for printing. Have on hand when onboarding a new client over the phone or at an open house. Document the client's contact information, motivation and timeline, pricing and financing details, and property information (for house hunting or selling). Purchase once and use it over and over.

What's Included:

  • 2-Page Buyer Client Intake 8.5" x 11"
  • 2-Page Seller Client Intake 8.5" x 11"
  • Captures contact information, motivation, timeline, pricing, financing details, and property information
  • Download as PDF for printing

Requirements: Requires a Canva account (free or pro version). Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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