About this template
A Realtor Seller Intake Form is essential for real estate professionals looking to streamline the onboarding process for new property listings. This comprehensive template helps agents collect critical property specifications, ownership details, mortgage information, and HOA data directly from home sellers in a single, organized step.
By gathering accurate property data upfront, agents can eliminate back-and-forth emails, accelerate the listing preparation process, and ensure all legal and financial disclosures are accounted for before hitting the market. Whether you are prepping for a listing presentation or onboarding a new client agreement, this template provides a standardized framework that saves time and elevates your professional workflow.
With Doc2Form, you can instantly convert this template into a fully functional Google Form, allowing you to share it seamlessly with clients via email or your website. All responses are automatically captured in Google Sheets, giving you an organized, secure, and easily accessible database for every property you manage.
Key features
- Collect complete property specifications and amenity details upfront
- Capture primary and joint ownership information seamlessly
- Gather accurate mortgage, financial, and HOA particulars
- Standardize your listing intake workflow to save valuable time
- Automatically sync all seller responses directly to Google Sheets
Use cases
Onboarding new residential home sellers prior to listing presentations
Gathering property specs and financial balances for comparative marke…
Gathering property specs and financial balances for comparative market analysis
Collecting joint ownership and marital status details for closing doc…
Collecting joint ownership and marital status details for closing documents
Documenting HOA fees, garage types, and special property features
What this form collects
- Seller Full Name (Short answer)Enter your first and last name as listed on the property deed.
- Email Address (Short answer)Where can we send updates and listing documents?
- Phone Number (Short answer)Best number to reach you during business hours.
- Property Address (Paragraph)Street address, unit number, city, state, and zip code of the home being sold.
- Marital Status (Multiple choice)Select your current status for title and deed purposes.
- Joint Ownership Status (Multiple choice)Is anyone else listed on the property title?
- Spouse / Co-Owner Full Name (Short answer)Leave blank if not applicable.
- Spouse / Co-Owner Email (Short answer)Contact email for joint owner.
- Spouse / Co-Owner Phone Number (Short answer)Contact phone for joint owner.
- Home Occupancy Status (Multiple choice)Who currently lives in the property?
- Primary Financial Institution Name (Short answer)Name of the bank or lender holding your primary mortgage.
- Primary Mortgage Account ID & Balance Owed (Paragraph)Provide your loan account number and approximate payoff balance.
- Second Mortgage Status (Multiple choice)Do you have a second mortgage, HELOC, or home equity loan?
- Second Mortgage Details (Paragraph)If applicable, list the lender name, account ID, and approximate balance owed.
- HOA (Homeowners Association) Status (Multiple choice)Is the property part of an HOA or community association?
- HOA Dues Amount (Short answer)Specify monthly or annual dues if applicable.
- Home Style & Layout (Paragraph)Describe the architectural style, square footage, number of bedrooms, and number of bathrooms.
- Property Features & Amenities (Paragraph)Indicate if the home includes a fireplace, garage (type and spaces), or basement.
- Salability Notes / Known Issues (Paragraph)Please share any known repairs needed, past renovations, or unique selling points.
FAQ
How do I use this Realtor Seller Intake template with Doc2Form?
With Doc2Form, you can instantly turn this template into a live Google Form with a single click, ready to customize and share with your clients.
Can I customize the questions in this Google Form template?
Yes! Once the form is generated in your Google account, you have full freedom to add, remove, or edit any questions to match your real estate branding and workflow.
Where are the seller form submissions stored?
All responses are automatically routed to a Google Sheet linked directly to your form, allowing you to easily track and review client submissions.
Is this seller intake template mobile-friendly?
Yes, Google Forms are fully responsive, meaning home sellers can comfortably complete the intake questionnaire on their smartphones, tablets, or computers.
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.