About this template
The House Seller Intake Form is an essential tool for real estate professionals, investors, and agents looking to streamline the property acquisition process. This template captures critical data points ranging from basic property specifications—such as square footage, bedroom/bathroom counts, and year built—to more sensitive financial details like mortgage balances, tax status, and HOA dues. By centralizing this information, you can quickly evaluate potential leads and determine the viability of a deal before scheduling a site visit.
Designed for efficiency, this form helps you move beyond basic contact information to understand the seller's true motivation and timeline. Whether you are an investor looking for distressed properties or an agent building a listing portfolio, this form ensures you have the necessary documentation to make informed decisions. With Doc2Form, you can deploy this template instantly, allowing sellers to provide accurate property data from any device, which helps you reduce back-and-forth communication and focus on closing the deal.
Key features
- Capture detailed property specs and condition assessments.
- Collect vital financial data including mortgage and tax status.
- Identify seller motivation and target move-out timelines.
- Standardize lead qualification for faster decision-making.
- Mobile-friendly design for sellers to complete on-the-go.
Use cases
- Real estate investors qualifying off-market property leads.
- Listing agents gathering property data for comparative market analysis.
- Property management firms onboarding new seller clients.
- Wholesalers assessing property condition and repair needs.
What this form collects
- Full Name (Short answer)Please provide your full legal name.
- Contact Information (Short answer)How can we reach you?
- Property Address (Paragraph)Enter the full address of the property you are looking to sell.
- Bedrooms & Bathrooms (Short answer)Example: 3 Bed, 2 Bath.
- Approximate Square Footage (Short answer)Total living area in square feet.
- Property Condition (Paragraph)Briefly describe the current state of the home and any major repairs needed.
- Estimated Mortgage Balance (Short answer)Provide the approximate remaining balance on your mortgage.
- Are you behind on any payments? (Multiple choice)This helps us understand the urgency of your situation.
- Asking Price (Short answer)What is your target sale price for the property?
- Reason for Selling (Paragraph)Why are you looking to sell at this time?
- Planned Move Timeline (Dropdown)When are you looking to vacate the property?
- Property Photos (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
FAQ
Can I customize the property features in this form?
Yes. Once you convert this template to a Google Form, you can easily add, remove, or modify fields to match the specific requirements of your local market or property types.
Is this form suitable for collecting sensitive financial information?
Google Forms provides robust security features. However, always ensure your data collection practices align with your local privacy regulations when handling mortgage or tax information.
How do I receive notifications when a seller submits the form?
You can enable email notifications directly within your Google Form settings to receive an alert every time a new seller completes the intake process.
Can I use this form to collect photos of the property?
While Google Forms does not support native file uploads in the same way as specialized apps, you can add a text field asking sellers to provide a link to a cloud storage folder (like Google Drive or Dropbox) containing their property photos.
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.