About this template
A buyer intake form is an essential questionnaire used by real estate professionals to understand a new client's home-buying goals, financial readiness, and property preferences. Whether you are helping first-time buyers find their dream home or working with seasoned investors, streamlining this initial data collection sets the foundation for a successful client relationship.
With this free Google Form template, you can capture critical details upfront—including target price ranges, preferred neighborhoods, home styles, bedroom and bathroom counts, and mortgage pre-approval status. Having this information organized from day one allows you to curate better property listings and save time on unnecessary showings.
Doc2Form makes it easy to deploy this intake questionnaire in minutes. Share the link directly with prospective clients before your initial consultation or embed it on your website to capture inbound buyer leads seamlessly.
Key features
- Capture buyer budgets and financing pre-approval status upfront
- Identify specific property preferences including style, size, and amenities
- Collect co-buyer or spouse details for streamlined communication
- Filter out unqualified leads before scheduling property tours
- Access all client responses instantly in Google Sheets
Use cases
- Initial consultations with new home buyers
- Inbound lead capture on real estate websites
- Qualifying investor clients and relocation buyers
- Preparing tailored property listing matches for clients
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we send property listings and updates?
- Phone Number (Short answer)Enter your primary contact number.
- Current Address (Paragraph)Enter your current residential address.
- Marital Status (Multiple choice)Select your current status.
- Spouse / Co-Buyer Full Name (Short answer)If applicable, enter the full name of your co-buyer.
- Spouse / Co-Buyer Email (Short answer)Enter your co-buyer's email address.
- Spouse / Co-Buyer Phone Number (Short answer)Enter your co-buyer's contact number.
- Target Price Range (Dropdown)Select your comfortable purchase price range.
- Lender Pre-Approval Status (Multiple choice)Have you spoken with a lender or obtained a pre-approval letter?
- Lender Name (Short answer)If pre-approved, please enter your lender's name and contact info.
- Are you currently working with another real estate agent? (Multiple choice)Please let us know if you have an active representation agreement.
- Preferred Home Style (Dropdown)Select the architectural style or home type you prefer.
- Minimum Number of Bedrooms (Dropdown)Select the minimum bedrooms needed.
- Minimum Number of Bathrooms (Dropdown)Select the minimum bathrooms needed.
- Desired Amenities (Checkboxes)Select features that are important to you.
- Additional Information or Specific Locations (Paragraph)Share any preferred neighborhoods, school districts, or special requests.
FAQ
What is a buyer intake form?
It is a questionnaire used by real estate agents to gather essential details about a client's property preferences, budget, timeline, and financing status before starting the home search.
How do I share this form with my clients?
You can easily share this Google Form via a direct link in an introductory email, text message, or by embedding it directly on your professional real estate website.
Can I customize the questions on this template?
Yes! Once you open the template in Google Forms, you can add, remove, or edit any questions to match your specific market, niche, or brokerage requirements.
Where are the form submissions stored?
All client responses are automatically saved to a secure Google Sheet linked to the form, allowing you to easily sort, filter, and review client details.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.