Printable · for real estate agents
Buyer or seller intake form
Print it, hand it to the client on arrival, keep it in the file. The text below is the same one clients sign when they book online through the booking software.
Real estate intake
A few facts so the first conversation is about the right homes. The consent wording is a starting point, not legal advice: adapt it to your province, your insurer and your professional order.
Client name
Phone
You are looking to *
- Buy
- Sell
- Rent
Area or neighbourhoods you have in mind *
Budget band
- Under $300k
- $300k–$500k
- $500k–$800k
- $800k–$1.2M
- Over $1.2M
- Not sure yet
Are you pre-approved for a mortgage?
- Yes
- No
When would you like to move?
Signature
Printed name
Date
This form is a starting point, not legal advice. Have it reviewed for your province or state before use.
Business name
v1
Intake and consent form
You are looking to *
- Buy
- Sell
- Rent
Area or neighbourhoods you have in mind *
Budget band
- Under $300k
- $300k–$500k
- $500k–$800k
- $800k–$1.2M
- Over $1.2M
- Not sure yet
Are you pre-approved for a mortgage?
- Yes
- No
When would you like to move?
Next step
Have clients fill this in when they book online.
The booking software shows this exact form before the calendar, takes the signature and a deposit, and keeps the answers with the appointment. Add or remove a question yourself.
Booking software · Essential: $2,700 to $4,500, or from $250 a month
This sheet comes with your booking · Buyer or seller intake form
See the booking for real estate agents · Letter, 8.5 × 11 in, one page.