Get Started Free
🏠 Intake Form Template

Real Estate Client Intake Form Template

Client intake form for real estate agents and brokers — collect buyer/seller preferences, target location, budget range, property type, and timeline. An online questionnaire with 10 customizable fields.

10 Fields
~3 min
Free
AI Auto-Generate
Live Preview
Sample Form Fields
Name name
Email email
Phone phone
Buy or Sell? radio
Target Location input
Property Type select
Budget Range select
Move-in Timeline radio
10 fields total · ~3 min to complete

Quick answer

Free real estate intake form template for agents and brokers. Collect buyer/seller preferences, budget, location, and timeline with 10 customizable fields.

🖥️

Live Preview

This is the actual running form — not a screenshot. Try it yourself.

loading...
Loading real estate intake form...
This is the actual intake form your clients will see. Responses help you find the perfect property.
👥

Who Is This For

Pick your role — see how the form fits your workflow.

1

Real Estate Agents

Qualify leads and prepare for showings. Workflow: Client completes intake → Review preferences & budget → Compile property shortlist → Schedule showings efficiently.

2

Buyer's Agents

Understand exactly what your buyers want. Workflow: Collect detailed preferences → Search matching properties → Prepare market analysis → Close faster.

3

Listing Agents

Get seller details before the listing appointment. Workflow: Seller submits form → Review property info & timeline → Prepare CMA → Present listing strategy.

📝

Sample Questions Inside

A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.

  1. Budget range (input)
  2. Preferred neighborhoods (multi-select)
  3. Property type (single choice)
  4. Must-haves vs nice-to-haves (checkbox)
  5. How soon are you moving? (choice)
  6. Pre-approval status (choice)
  7. Primary residence or investment? (choice)
  8. How commission works—questions? (yes / no)
❓

Frequently Asked Questions

What is a real estate intake form?
A real estate intake form is a questionnaire used by real estate agents to collect a client's property preferences, budget, timeline, and financing status before starting the home buying or selling process.
Is this real estate intake form template free?
Yes. Click "Use This Template" to copy the full form into your FormLM workspace for free. No credit card required.
What fields should a real estate intake form include?
A real estate intake form should include: name, email, phone, buy/sell preference, target location, property type, budget range, bedroom/bathroom needs, move-in timeline, and mortgage pre-approval status.
Can this form be used for both buyers and sellers?
Yes. The form includes a "Buy, Sell, or Both" option. After copying, you can also create separate forms tailored specifically to buyers or sellers.
How do I share this form with potential clients?
You can embed the form on your real estate website, share the link in your email signature, or include it in your social media profiles.

Match Clients with Properties Faster

Copy the Real Estate Intake Form into your workspace, customize it, and share it with clients. Free to start.