Real Estate Seller Intake Form template

Build a professional real estate seller intake form with AI. Collect seller details, property info, and timeline before appointments. Free to share.

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Who is this real estate seller intake form for?

This real estate seller intake form is built for real estate agents, brokers, and transaction coordinators who want to streamline their pre-listing process. Whether you're a solo agent preparing for listing appointments or part of a team managing multiple seller leads, this form helps you collect essential property details, seller motivation, and timeline information before you meet in person. The form captures everything from basic contact information to property specifics like square footage, recent improvements, and mortgage status, allowing you to show up to listing appointments better prepared with preliminary market analysis data. Real estate teams can customize the form to match their branding and share it via link or embed it on their website for lead capture. Transaction coordinators love how the structured format organizes seller information for smoother deal management. No coding required — just pick the template, tweak the fields to match your listing process, and start collecting seller information in minutes.

<div class="fields-overview"> <h2>What's included in this real estate seller intake form template</h2> <div class="fo-card"> <h3>Seller Contact and Communication</h3> <p class="card-desc">Capture essential contact details and preferred communication methods for seamless client follow-up.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Seller Full Name</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Co-Seller Name (if applicable)</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Primary Email Address</span> <span class="field-badge badge-basic"> <i class="fal fa-envelope"></i> Email </span> </div> <div class="field-item"> <span class="field-label">Primary Phone Number</span> <span class="field-badge badge-basic"> <i class="fal fa-phone"></i> Phone Number </span> </div> <div class="field-item"> <span class="field-label">Best Time to Contact You</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> </div> </div> <div class="fo-card"> <h3>Property Details and Specifications</h3> <p class="card-desc">Collect comprehensive property information including location, size, and HOA details for accurate market analysis.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Property Address</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Property Type</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Number of Bedrooms</span> <span class="field-badge badge-basic"> <i class="fal fa-hashtag"></i> Number </span> </div> <div class="field-item"> <span class="field-label">Number of Bathrooms</span> <span class="field-badge badge-basic"> <i class="fal fa-hashtag"></i> Number </span> </div> <div class="field-item"> <span class="field-label">Approximate Square Footage</span> <span class="field-badge badge-basic"> <i class="fal fa-hashtag"></i> Number </span> </div> <div class="field-item"> <span class="field-label">Year Built</span> <span class="field-badge badge-basic"> <i class="fal fa-hashtag"></i> Number </span> </div> <div class="field-item"> <span class="field-label">Lot Size</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Is the Property Part of an HOA?</span> <span class="field-badge badge-choice"> <i class="fal fa-dot-circle"></i> Single Choice </span> </div> <div class="field-item"> <span class="field-label">Monthly HOA Fees (if applicable)</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> </div> </div> <div class="fo-card"> <h3>Selling Timeline and Financial Information</h3> <p class="card-desc">Understand seller motivation, timeline expectations, and financial position to create targeted listing strategies.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Primary Reason for Selling</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Preferred Timeline to Sell</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Current Mortgage Status</span> <span class="field-badge badge-choice"> <i class="fal fa-dot-circle"></i> Single Choice </span> </div> <div class="field-item"> <span class="field-label">Approximate Remaining Mortgage Balance (optional)</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Desired Listing Price</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Overall Property Condition</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Recent Improvements or Renovations</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> </div> </div> <div class="fo-card"> <h3>Marketing and Showing Preferences</h3> <p class="card-desc">Capture seller preferences for marketing strategies and showing logistics to tailor the listing approach.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Marketing Preferences</span> <span class="field-badge badge-choice"> <i class="fal fa-check-square"></i> Multiple Choice </span> </div> <div class="field-item"> <span class="field-label">Showing Preferences</span> <span class="field-badge badge-choice"> <i class="fal fa-dot-circle"></i> Single Choice </span> </div> <div class="field-item"> <span class="field-label">Special Circumstances or Requirements</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> <div class="field-item"> <span class="field-label">Questions or Concerns</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> </div> </div> </div>

How Real Estate Agents Use Seller Intake Forms to Close More Listings

Discover how top-performing real estate agents use digital seller intake forms to streamline their pre-listing process, show up better prepared to listing appointments, and convert more leads into signed agreements. Learn what information to collect, when to send the form, and how it transforms your seller consultation approach.

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FAQ

What is a seller intake form in real estate?

A seller intake form is a digital questionnaire that real estate agents send to homeowners before listing appointments. It collects essential property details, seller contact information, timeline expectations, and motivation for selling, allowing agents to prepare customized market analyses and listing strategies in advance.

What fields should a real estate seller intake form include?

Essential fields include seller contact information, property address and details, number of bedrooms and bathrooms, property condition, reason for selling, preferred timeline, mortgage status, and desired listing price. Optional fields can cover recent improvements, HOA information, showing preferences, and marketing preferences for a comprehensive seller profile.

Can I customize this seller intake form for my real estate business?

Yes, you can fully customize the seller intake form to match your brokerage needs. Add or remove fields, modify questions for your local market, update colors and fonts to match your brand, and adjust the form flow. You can also add conditional logic to show different questions based on property type.

Is this real estate seller intake form free to use?

Yes, this seller intake form is completely free to use with unlimited responses and submissions. You can share the form via link, embed it on your website, and collect seller information without any monthly fees. Premium features like custom branding and integrations are available but not required.

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