Real Estate Buyer & Seller Intake Form Template

A real estate buyer and seller intake form is a structured questionnaire that collects a prospective client's transaction intent, property preferences, budget range, financing status, and timeline. Agents use it to qualify leads and prepare for initial consultations without relying on back-and-forth phone calls or emails.

Send the intake form immediately after a lead makes first contact, whether through a website inquiry, open house sign-in, or referral introduction. Capturing preferences and financing status early lets you tailor your first consultation and avoid spending time on clients whose needs fall outside your service area or price range.

At minimum, include contact details, transaction type (buy, sell, or both), preferred property type, target neighborhoods, budget range, current financing status, and desired timeline. An open-ended field for additional context lets clients flag unique situations like contingency sales, 1031 exchanges, or specific accessibility requirements before you speak.

A buyer intake form focuses on search criteria, budget, and financing readiness, while a seller intake form typically captures current property details, condition, and motivation to sell. A combined buyer and seller intake form uses a single transaction-type question to surface the relevant context for each client type without requiring two separate forms.

Yes. The property type field includes multi-family and commercial options, and the budget and timeline fields accommodate investment-focused responses. Agents working with investors can also use the open-ended field to capture criteria like cap rate targets, preferred asset classes, or geographic expansion goals that standard fields do not cover.