Real Estate Client Intake Form

Real Estate Client Intake Form Template

Automate your real estate client intake process with this Paperform template. Click the button below to import that form template into your Paperform account and start customizing it.

Client intake forms help real estate agents to determine what customers are a good fit for what properties. They help to seamlessly gather information about clients' preferences and expectations online, which saves time and allows the real estate professionals to plan their work better.

The real estate client intake form below is nicely structured into a couple of sections. Property Information section collects all the information about the property in which the clients are interested. Applicant Information collects the information about the customers. Rental History data is helpful in managing clients' expectations and also helps with the due diligence. Employment Information is essential in some countries to prove that the potential buyers/renters have the means to afford the purchase/rent.

The form can't be submitted unless the responders answer the required question Confirmation of Application affirmatively. The real estate professionals might also (optionally) collect a fee payment online upon the submission of the form.

Key Features

This template is designed to help you collect information efficiently and professionally. It includes carefully crafted questions and fields that gather all the essential details you need.

Why Use This Template

• Save time: Start with a pre-built structure instead of creating from scratch
• Professional design: Looks polished and trustworthy to respondents
• Easy customization: Modify fields, colors, and branding to match your needs
• Mobile-friendly: Works seamlessly on all devices

How to Use This Template

1. Click "Use this template" to import it into your Paperform account
2. Customize the questions and fields to match your specific requirements
3. Adjust the design and branding to reflect your organization
4. Share the form link or embed it on your website
5. Start collecting responses and managing submissions

Customization Options

Paperform's visual editor makes it easy to:

• Add or remove questions
• Change colors, fonts, and images
• Set up conditional logic to show/hide fields
• Configure email notifications and integrations
• Accept payments if needed

Get started today and create a professional form in minutes.