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Real Estate Client Intake Questionnaire
Boost your efficiency and professionalism with our Real Estate Client Intake Questionnaire—a must-have tool for real estate agents, brokers, and property managers. This easy-to-use, customizable form helps you collect vital client information upfront so you can better understand their needs, preferences, and goals.
Whether you’re working with buyers, sellers, or investors, this intake questionnaire ensures a smooth onboarding process, saves time, and enhances your client experience. Designed with clarity and functionality in mind, it’s perfect for in-person meetings, virtual consultations, or email follow-ups.
🚀 Elevate Your Real Estate Marketing
Are you ready to stand out and save time?
At Megmos, we’ve made it our mission to eliminate the overwhelm of creating your own marketing materials.
That’s exactly why our templates are thoughtfully designed to help you shine — both online and offline. Moreover, we consistently stay up to date with the latest real estate marketing trends. As a result, you can focus on what you do best while standing out effortlessly in your market.
Real Estate Client Intake Questionnaire
✨ What Makes This Template Special?
✔️ Instant Download
✔️ Modern, Eye-Catching Design
✔️ Fully Editable in Canva (FREE version!)
✔️ Designed for Real Estate Agents Who Want to Stand Out
This is a 100% customizable Canva template — no design skills needed. You can easily update the content, swap photos, change colors, fonts, and more to match your personal brand.
What’s Included in Your Purchase:
✅ 1 PDF with Canva Template Links
Real Estate Client Intake Questionnaire
Perfect For:
- Real estate agents looking to level up their brand
- Realtors who want polished, professional guides without the hassle
- Anyone wanting standout marketing materials in minutes
100% Editable in the Free Version of Canva
100% customizable Canva template — no design skills needed. You can easily update the content, swap photos, change colors, fonts, and more to match your personal brand.
