Question 1

What is the real estate client intake form template for?

Accepted Answer

Agents meet buyers and sellers who need different things. This intake form starts with whether they're buying, selling or both, then asks the timing, money and must-haves that shape the first meeting.

Question 2

What does the real estate client intake form template ask?

Accepted Answer

8 questions: What's your name? Nice to meet you, {{name}}. What's your email? And a phone number? Are you buying, selling or both? When do you want to move? Which areas are you interested in? If you're buying, how will you pay? What are your must-haves?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 60 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 30 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Real estate client intake form template

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