New Seller Intake Form

Full Name

Phone

Email

Best way to reach you

Additional owner / co-seller

Phone

How did you hear about us? (referral name, etc.)

Property address

City / ZIP

Subdivision

Beds / baths

Approx. square feet

Year built (if known)

HOA dues (monthly $)

Current status of the home

Owner-occupied Tenant-occupied Vacant Second home

Recent updates, renovations, or any known issues we should know about?

What's prompting your move? (The more we understand, the better we serve you.)

Ideal timeframe to be sold

Is that date firm or flexible?

Where are you hoping to buy, and in what price range?

Are you pre-approved?

Yes No

Lender / amount (if known)

Will proceeds from this sale fund your next purchase?

Yes No Unsure

Your expected sale price

Price other agents suggested (if any)

Is there a net amount you need from the sale to make your plans work?

Have you spoken with other agents? What's most on your mind as you decide?

Anything else you'd like us to know before we connect?

Home Buying Consultation

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