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Real Estate Client Intake Form
Free real estate client intake form template for a real estate agent to capture a new buyer or seller client's needs and preferences.
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This free real estate client intake form covers Contact Information, For Buyers, For Sellers, Working Relationship, Notes with 18 clearly marked [placeholder] fields to fill in — built for landlords, tenants, and small property owners documenting a lease or tenancy change clearly, without guessing at the right structure. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Real Estate Client Intake Form
Client Name(s): [Name(s)] · Date: [Date] Agent: [Name] · Client Type: [ ] Buyer [ ] Seller [ ] Both
Contact Information
Phone: [Phone] · Email: [Email] · Preferred contact method: [Method]
For Buyers
Budget range: [Range] · Pre-approved for financing? [Yes/No, lender if known] Desired locations: [Areas] · Must-have features: [List] Timeline to purchase: [Timeframe] · Current living situation: [Renting/Selling/Other]
For Sellers
Property address: [Address] · Reason for selling: [Reason] Desired timeline: [Timeframe] · Estimated value expectation: [Amount, if known] Outstanding mortgage balance (if known): [Amount]
Working Relationship
[ ] Client agrees to work exclusively with this agent for [Duration] — see separate Buyer/Listing Agreement. [ ] Not yet decided on exclusivity.
Notes
[Any additional context relevant to serving this client well.]
Agent signature: ______________________ Date: ____________
*Capturing the client's real timeline and financing status upfront (not just their wish list) is what lets an agent prioritize their time toward clients who are actually ready to transact soon.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 5 standard sections: Contact Information, For Buyers, For Sellers, Working Relationship, Notes
- 18 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Independent landlords
Managing a rental directly, without a property management company's paperwork.
FAQ
Is this real estate client intake form template really free?
Yes, completely free — view, edit, and download this real estate client intake form as a PDF without creating an account.
What does this real estate client intake form cover?
This real estate template includes Contact Information, For Buyers, For Sellers, Working Relationship. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Landlord-tenant law is one of the most locally-specific areas of law in the US — notice periods, required disclosures, and even what a lease is allowed to say vary by state and often by city. Check your local requirements (or a real estate attorney) before using this for an actual lease or notice.
Can I edit the wording?
Yes — edit directly on the page, adjust any section or clause, and re-fill the 18 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.
Where can I find more free templates like this?
Browse more free real estate and related document templates in the docstoc library at /document-templates/.
More free document templates
- Residential Lease Agreement
- Notice to Vacate / Lease Termination Letter
- Rental Application
- Deed of Trust
- Rent Receipt
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Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
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Speed
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