🏡 Real Estate Prospect Intake Form

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Hey! Let’s find the one! 🎉 Whether you’re a first-time buyer or a seasoned mover, this quick form helps us zero in on your must-haves, budget, and timeline. Share a few details about your dream home, and we’ll start matching you with properties that check all the boxes. Your next chapter starts here — let’s go house hunting! 🔑✨ Thank you for choosing me!

Phone number *

Name *

Email *

Preferred Contact Method + Best Time *

Call (Morning)

Call (Afternoon)

Call (Evening)

Text (Morning)

Text (Afternoon)

Text (Evening)

Are you working with a realtor? *

Yes

⏰ Timeline + Motivation

Are you a current homeowner? *

Yes

If you are a current homeowner, do you intend to sell your home and buy another home?

Yes

Clear selection

When are you hoping to move? *

ASAP

3-6 months

6-12 months

12+ months

What’s prompting your move?

First-Time Home Buyer

Upsize

Downsize

Relocate

Investment

Other:

💰 Employment + Income

Are you currently working? *

Yes, full-time

Yes, part-time

Self-employed

Student

Retired/VA

Not currently working

What is your monthly household income?

Under $3,000

$3,000–$4,999

$5,000–$6,999

$7,000–$9,999

$10,000+

Clear selection

If you’re renting, how much are you currently paying for rent? Is that a comfortable price range?

🏦 Financing + Readiness

Have you spoken with a lender? *

Pre-approved

Spoke but not pre-approved

Not yet

If pre-approved, what is your max purchase price?

Do you have any funds saved for the purchase?

Yes

Working on it

Clear selection

Roughly how much do you have saved?

$0–$1,000

$1,000–$4,999

$5,000–$9,999

$10,000–$19,999

$20,000+

Clear selection

Estimated down payment amount or %

Loan type (if known)

Conventional

FHA

USDA

Cash

Clear selection

Do you need down payment or closing cost assistance?

Yes

Not sure

Clear selection

Do you know your credit score range?

Under 580

580–619

620–679

680–739

740+

Not sure

Clear selection

📍 Location

What areas/cities are you interested in? *

Any areas you want to avoid?

🏡 Home Criteria

Minimum bedrooms needed *

Minimum bathrooms needed *

1.5

2.5

Preferred property type

Single-family

Townhome

Condo

Multi-family

New Construction

Open

Clear selection

Must-haves (pick all that apply)

Open concept

Updated kitchen

Primary suite

Home office

Guest room

Garage

Fenced yard

No carpet

Other:

Dealbreakers (pick all that apply)

Busy road

HOA

No garage

Carpet

Needs major repairs

Flood Zone

Other:

📆 Showing Schedule + Notes

When can you tour homes?

Weekday AM

Weekday PM

Weekday Eve

Saturday

Sunday

Anything else I should know? (pets, commute, schools, accessibility needs, etc.)

Do you need help with any of the following? (Check all that apply)

Credit Repair

Creating a Savings Plan

Budgeting

Understanding the Home Buying Process

Finding a Lender

Down Payment Assistance Programs

Other:

Submit

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