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Real Estate Buyer Consultation Intake - Free Real Estate Template | ZenBuild | ZenBuild

Templates→Real Estate→Real Estate Buyer Consultation Intake

Real Estate Buyer Consultation Intake

Prospective home buyers complete an intake form before meeting with a buyer's agent.

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CategoryReal Estate

IndustryReal Estate

Fields9

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buyer consultationhome searchreal estate agentmortgage

Real Estate Buyer Consultation Intake — Form Fields

This real estate template includes 9 fields. Prospective home buyers complete an intake form before meeting with a buyer's agent. Free to customize and use on ZenBuild.

Full Name (text, required)
Email Address (email, required)
Phone Number (text, required)
Buying Timeline (dropdown selection, required) — options: Immediately, 1-3 Months, 3-6 Months, 6-12 Months, Just Exploring
Budget Range - Maximum (USD) (number, required)
Pre-Approval Status (dropdown selection, required) — options: Pre-Approved, In Process, Not Yet Started, Paying Cash
Desired City or Neighborhoods (text, required)
Must-Have Features (checkboxes, optional) — options: 3+ Bedrooms, 2+ Bathrooms, Garage, Yard, Home Office, Open Floor Plan, Good School District
Other preferences or requirements (long text, optional)