Real Estate Purchase Intake Form

Client Information

Today's Date

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Email *

Phone number

Street address

City

State/Province

Zip/Postal code

How were you referred to our law firm?

Preferred Contact Method

Preferred Pronouns

Driver's License / Government ID (Please attach document)

Are you a Buyer of the Property?

Yes No

Buyer & Seller Details

Buyer Details (Primary Buyer)

Buyer First Name

Buyer Middle Name

Buyer Last Name

Company Name (if applicable)

Contact Person (for company buyers)

Phone Number

Email Address

Social Security Number (Buyer 1)

Add a Second Buyer (Co-Buyer / Spouse)

Your Real Estate Agent (Buyer's Agent, if any)

Agent First Name

Agent Last Name

Brokerage / Agency Name

Agent Phone Number

Agent Email Address

Your Lender (if any)

Loan Officer / Contact First Name

Loan Officer / Contact Last Name

Lending Institution / Company

Lender Phone Number

Lender Email Address

Pre-Approval Letter (Please attach if available)

Seller Details

Seller First Name

Seller Last Name

Company Name (if seller is an entity)

Contact Person (for company sellers)

Seller Phone Number