Real Estate Sale Intake Form

Client Information: Contact 1

Today's Date

Prefix

First name *

Middle name

Last name *

Date of birth

Email *

Phone number

Social Security or Tax ID

Current Street Address

City

State/Province

Zip/Postal code

Preferred Contact Method

Preferred Pronouns

Are you married?

Yes No

Date of marriage

Are you an owner of the Property?

Yes No

Driver's License / Government ID (Please attach copy) *

Seller Forwarding Address (as of 1/31 next year)

Forwarding Street Address

Forwarding City

Forwarding State

Forwarding Zip Code

Was the property ever occupied as a marital residence?

Yes No

Marital Residence (Seller)

Marital Residence Street Address

City

State/Province

Zip/Postal Code

Client Information: Contact 2

I need to add a second contact/seller.

Prefix

First name

Middle name

Last name

Date of birth

Phone number

Social Security or Tax ID

Current Street Address

City

State/Province

Zip/Postal code

Preferred Contact Method

Preferred Pronouns

Are you married?

Yes No

Date of marriage

Are you an owner of the Property?

Yes No

Driver's License / Government ID (Contact 2) (Please attach copy)

Contact 2: Forwarding Address (as of 1/31 next year)

Forwarding Street Address

Forwarding City

Forwarding State

Forwarding Zip Code

Owner & Buyer Details

Owner Details

Owner / Entity Name

Authorized Signer First Name

Authorized Signer Last Name

Owner Phone Number

Owner Email Address

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

Agent First Name

Agent Last Name

Real Estate Brokerage / Agency

Agent Phone Number

Agent Email Address

Buyer Details

Buyer First Name

Buyer Last Name

Company Name (if buyer is an entity)

Contact Person (for company buyers)

Buyer Phone Number

Buyer Email Address

Buyer's Real Estate Agent (if any)

Agent First Name

Agent Last Name

Real Estate Brokerage / Agency

Agent Phone Number

Agent Email Address

Buyer's Lender (if any)

Loan Officer / Contact First Name

Loan Officer / Contact Last Name

Lending Institution / Company

Lender Phone Number

Lender Email Address

Property Information

Property Street Address

Property City

Property State

Property Zip Code

In what County is the property located?

Type of Property (Single-family, Condo, Multi-family, Commercial, etc.)

Lot (Brief Property Description)

Block (Brief Property Description)

Since when have you owned this property?

Is Property located within a Homeowner's Association?

Yes No

If so, please provide the Name & Contact Info. of the Association Contact:
(including phone number & email address)

Do you have copies of the deed, prior title policy, or property survey?

Yes No

If so, please attach deed, prior title policy, or survey.

MLS Listing Sheet (Please attach if available)

Contract Details

What is the Purchase Price?

When is the Closing Date?

Is there a Financing Contingency?

Yes No

Date of Financing Contingency

Is there an Inspection Contingency?

Yes No

Date of Inspection Contingency

Is there a Sale Contingency?

Yes No

Date of Sale Contingency

Please attach a copy of the Contract if available.

Acknowledgment & Acceptance

I acknowledge that I have read and hereby accept the above privacy policy regarding use of my personal information. *

Privacy Policy

Client Information: Contact 1

Seller Forwarding Address (as of 1/31 next year)

Marital Residence (Seller)

Client Information: Contact 2

Contact 2: Forwarding Address (as of 1/31 next year)

Owner & Buyer Details

Owner Details

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

Buyer Details

Buyer's Real Estate Agent (if any)

Buyer's Lender (if any)

Property Information

Contract Details

Acknowledgment & Acceptance