SELLER'S INTAKE FORM
Agent Full Name
*
Prospect First Name
*
Contact Source
*
Best Contact Number
*
Best Email Address
*
Prospect Last Name
*
Date of Birth
*
Preferred Contact Method
*
Call
Text
Email
Address
Street Address
City
State
Country
Country
Postal code
Spouse/Co-Lister's First Name
Spouse/Co-Lister's Last Name
Spouse/Co-Lister's Phone Number
Spouse/Co-Lister's Email Address
Spouse/Co-Lister's Date of Birth
CURRENT LIVING SITUATION
Type of Property
*
Single Family
Townhome
Condo
Multi-Family
Current House Bedrooms
*
Current House Bathrooms
*
Year Built
Approximate Sq Footage
Occupied by
*
Seller
Tenant
Vacant
Any notes or additional information you would like for me to know?
SELLER'S PROFILE
Primary Reason For Selling
*
Relocation
Upsizing
Downsizing
Investment
How long have you actively been looking to sell your home?
*
What is your ideal timeframe to sell/move?
*
1 month
3 months
6 months
1 year
Desired Sales Price
Have you had a recent appraisal or CMA?
*
Yes
No
Open To Staging?
*
Yes
No
Best time to schedule showings?
*
Morning
Afternoon
Evening
Weekend
On a scale of 1 - 5, how motivated are you to sell your home right now?
*
1 – Just Curious: “I’m not sure if now is the right time to sell. I’m just exploring what my home might be worth.”
Light Interest: “I’m open to selling if the price and timing are right, but I’m not actively planning to list yet.”
Exploring Seriously: “I’m considering listing within the next few months and gathering information to prepare.”
4 – Prepared to List: “I’ve done some prep work, I understand my home’s value, and I’m nearly ready to go on the market.”
5 – Very Ready: “I’m ready to sign paperwork and list my home now. I want to get it sold as soon as possible.”
If you don't sell right now, how does that impact your life?
*
Why is selling so important for you right now?
*
Are you currently working with another agent?
*
Yes
No
What is the estimated listing price?
$
What is your biggest concern about selling?
*
What would make this a successful experience for you?
*