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Real Estate Design Co
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Buyer Intake

$5.00
$5.00
Sale Sold out

Description

Streamline buyer consultations with a 14-page home search buyer questionnaire designed to help real estate agents gather all essential information from buyers in one organized place. This fully customizable Canva template makes buyer consultations simple, professional, and efficient by collecting search criteria, financing details, and must-have features in a structured format.

Customize the template in Canva to ensure you collect all the details you need during the consultation. Add your photo and contact details. Swap out photos if desired. Edit fonts, colors, and layout to match your brand. After customizing, download as PDF to print for in-person appointments or send digitally via email. Buyers can fill it out by hand, or you can create a fillable PDF for a digital option.

What's Included (14-Page Canva Template):

  • Intro with Welcome Message & Instructions
  • Buyer Contact Information
  • Buyer Situation & Timeline
  • Financing Details (Pre-Approval, Lender Info, Budget)
  • Search Criteria Overview (Location, Price Range, Property Type)
  • Exterior Preferences
  • Interior Preferences
  • Must-Haves vs. Nice-to-Haves
  • Dealbreakers
  • Commute, Lifestyle & Neighborhood Preferences
  • School, Amenities & Community Needs
  • Accessibility or Special Requirements
  • Notes & Additional Details
  • Agent Contact Page
  • Fully Customizable in Canva
  • Download as PDF (Print or Digital)
  • Setup Instructions Included

Requirements: Requires a Canva account (free or pro version). Fillable PDF not included (agents can create one if desired). 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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