Collect Buyer Details Clearly, Consistently, and Professionally
Before onboarding, property searches, showings, and offers begin, it’s essential to understand exactly what your buyer is looking for. This Buyer Intake Form Canva Template provides real estate agents with a structured, easy-to-use system for gathering buyer lead information in one organized document.
This intake form helps you capture buyer goals, timelines, financial considerations, and home preferences—reducing follow-up questions and improving communication from the start.
This template allows you to document:
Buyer contact information
Purchase goals and motivation
Timeline and urgency
Budget range and financing status
Property type and location preferences
Special considerations and notes
Everything is laid out in a clean, professional format that’s easy for buyers to complete and easy for agents to reference.
Use this buyer intake form in the way that best fits your process:
Download as a PDF for printing
Download as a PDF and create a fillable PDF for digital completion
Customize the design in Canva to match your branding
Canva Template Details
Fully editable Canva template
Compatible with the free version of Canva
Clean, modern design created for real estate professionals
Reusable for unlimited buyer consultations
This product is a digital template for personal business use. Redistribution, resale, or inclusion in other products is not permitted.
Created by Real Estate Design Co.
Collect Buyer Details Clearly, Consistently, and Professionally
Before onboarding, property searches, showings, and offers begin, it’s essential to understand exactly what your buyer is looking for. This Buyer Intake Form Canva Template provides real estate agents with a structured, easy-to-use system for gathering buyer lead information in one organized document.
This intake form helps you capture buyer goals, timelines, financial considerations, and home preferences—reducing follow-up questions and improving communication from the start.
This template allows you to document:
Buyer contact information
Purchase goals and motivation
Timeline and urgency
Budget range and financing status
Property type and location preferences
Special considerations and notes
Everything is laid out in a clean, professional format that’s easy for buyers to complete and easy for agents to reference.
Use this buyer intake form in the way that best fits your process:
Download as a PDF for printing
Download as a PDF and create a fillable PDF for digital completion
Customize the design in Canva to match your branding
Canva Template Details
Fully editable Canva template
Compatible with the free version of Canva
Clean, modern design created for real estate professionals
Reusable for unlimited buyer consultations
This product is a digital template for personal business use. Redistribution, resale, or inclusion in other products is not permitted.
Created by Real Estate Design Co.
