✨ Ready to Level Up? ✨
When you order this tool, you’re not waiting on the mailman 📬 — you’re getting an instant, electronic deliverable designed for your CRE business. No paper, no shipping, no delay.
Here’s what you’ll receive immediately after checkout:
📄 Page 1: Quick Start guide + pro tips
🔗 Page 2: Exclusive Jotform import links (click and it’s in your account!)
🛠 Page 3: Customization checklist + ready-to-share client instructions
⚠️ Heads-Up: This is a digital product. You’ll get your download link by email and on the order confirmation page. Save it right away – you’ll only have 5 chances to download your purchase.
This form is already built and ready for you to make your own. All you have to do is order, click, and start using it with clients. 🚀
Buyer Client Intake Form & Questionnaire
Streamline your workflow with a ready-to-use buyer client intake form. Qualify buyers, capture key details (budget, financing, timing), and set expectations—before property tours. Built for pros who want a clear, repeatable client intake process that protects time and elevates professionalism.
Why Agents Love It
- Qualify first, tour second: confirm seriousness, budget, and readiness.
- Professional process: demonstrate structure and control from the first touch.
- Effortless data capture: connect to a free Jotform account for organized responses and email alerts.
- Brand-friendly: customize fields, add your logo, and match your colors.
How It Works
- Purchase and access the digital info you’ll need to have this form live in a few quick clicks.
- Create your free Jotform account and import the form (simple instructions included with purchase).
- In Jotform, turn on email notifications so every submission hits your inbox and dashboard.
- Personalize the form with your name, logo, and brand colors.
- Share the link with prospects and start screening smarter before you spend time touring.
The Result: A modern, repeatable intake system that saves time, prevents premature tours, and keeps your pipeline organized.