Commercial Real Estate Client Intake Form

Streamline Your Commercial Real Estate Client Onboarding

Finding the perfect commercial property for your clients starts with understanding their needs inside and out. This Commercial Real Estate Client Intake Form template is designed specifically for commercial real estate brokers and agencies who want to professionalize their client onboarding process and capture every critical detail from day one.

Built for Commercial Real Estate Professionals

Whether you're working with investors, business owners, or companies looking to expand, this template helps you gather essential information about property requirements, location preferences, budget constraints, and timeline expectations—all in one organized, professional form. From square footage and property type to parking requirements and zoning preferences, you'll have everything you need to start sourcing the right properties immediately.

The form also includes a built-in exclusive representation agreement section, allowing you to establish clear terms of engagement while the client's interest is high. This eliminates the back-and-forth of separate paperwork and positions you as a professional from the first interaction.

Why Paperform Works for Real Estate Brokers

Real estate professionals need tools that match the sophistication of their service. With Paperform, you can brand this intake form to match your brokerage identity—add your logo, use your brand colors, and embed it directly on your website or share via a custom domain. The doc-style editor makes it easy to adjust questions, add conditional logic (like showing different fields based on property type), and create a seamless experience that builds client confidence.

Once a client submits their information, you can automatically route it to your CRM (like HubSpot or Pipedrive), send customized confirmation emails, or trigger a workflow in Stepper to kick off your property search process, schedule a consultation call, or assign the lead to the right agent on your team.

Perfect for Growing Brokerages

Whether you're a solo commercial broker or managing a team, this template scales with you. Use it to standardize how your entire brokerage captures client information, ensuring nothing falls through the cracks. With Paperform's Agency+ plan, you can manage multiple brands or offices under one account, maintaining consistency across your business while keeping client data organized and secure.

For brokerages that also handle contracts and agreements, pair this intake form with Papersign to send representation agreements, lease documents, or LOIs for eSignature directly from the client's submission—keeping everything connected and creating a seamless client experience from inquiry to closing.

Get started with this template today and turn prospect inquiries into organized, actionable client relationships.