Budget & Project Funding Request Form
Budget & Project Funding Request Form Streamline your project funding requests with this structured 10-minute form desi...
7 steps
11 fields
Financial Services Startup requests funding
Real Estate Home Buyer Client Intake Checklist
Real Estate Home Buyer Client Intake Checklist Streamline your buyer intake process in 10-15 minutes. This checklist helps real estate agents and brokers collect essential client information including contact details, financial qualifications, property preferences, and timeline requirements. Perfect for buyer agents who want to qualify leads quickly and start searching for properties faster. Template Details: - 9 workflow steps from initial contact to first showing - 15 intake form fields covering contact, budget, and preferences - 4 automation rules that reveal steps based on progress - Industry: Real Estate - Category: Information Collection Key Benefits: - Qualify buyers before showing properties - Verify pre-approval status upfront - Capture must-haves vs nice-to-haves - Track lead sources for marketing ROI - Ensure buyer agency agreements get signed
15 fields
Form fields
Real Estate Home Buyer Client Intake Checklist
Complete this form to gather all essential information from your new home buyer client. Takes about 10-15 minutes. Required for pre-approval verification and property matching.
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Enter full legal name exactly as it appears on government ID
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Enter description...
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List preferred neighborhoods, cities, or school districts
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Enter minimum and maximum price range (e.g., $300,000 - $450,000)
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Current mortgage pre-approval status determines buyer readiness
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If pre-approved, provide lender name and loan officer contact
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When does the buyer need to move into their new home?
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First-time buyers may qualify for special programs and assistance
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