Buyer & Seller Client Intake Sheet for Real Estate Agents
The Buyer & Seller Client Intake Sheet Template is designed to help real estate professionals streamline the onboarding process. From initial meetings to signed contracts, this form ensures you capture all the crucial details from both buyers and sellers in one place.
Features:
Editable and customizable template
Professional layout to enhance your brand
Sections for buyer and seller contact details, preferences, and property information
Easy-to-use format for digital or print use
Instant download – start using it immediately
Benefits for Agents:
Collect all necessary client information upfront
Save time and reduce back-and-forth communication
Present yourself as organized and professional
Improve client trust and satisfaction
Perfect for consultations and transaction coordination
How to Use:
Download the template instantly after purchase.
Add your logo, colors, and contact details to personalize it.
Use it in client meetings (print or digital).
Keep all client details neatly organized to manage transactions smoothly.
With this Client Intake Sheet, you’ll build stronger relationships and keep your real estate process seamless from start to finish.
