Real Estate Agent Lead Intake Form

Real Estate Agent Lead Intake Form — Form Fields

This sales template includes 10 fields. Captures buyer or seller lead details for real estate agent follow-up. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Are you looking to buy or sell? (multiple choice, required) — options: Buy, Sell, Both
• Property Type of Interest (dropdown selection, required) — options: Single Family Home, Condo/Townhouse, Multi-Family, Land, Commercial
• Price Range (dropdown selection, required) — options: Under $200k, $200k-$400k, $400k-$600k, $600k-$1M, Over $1M
• Preferred Location or Neighborhood (text, required)
• Timeline (dropdown selection, required) — options: ASAP, 1-3 Months, 3-6 Months, 6-12 Months, Just Browsing
• Are you pre-approved for a mortgage? (multiple choice, optional) — options: Yes, No, In Progress
• Any special requirements or notes? (long text, optional)