Real Estate Client Intake | Customizable Canva Templates for Buyers & Sellers
Make client onboarding seamless and professional with our fully customizable intake forms designed for real estate agents. Asking the right questions and gathering key information upfront not only saves time but also demonstrates your commitment to providing top-tier service. Whether you’re onboarding buyers or sellers, these forms help ensure no detail is overlooked, setting a strong foundation for your client relationship.
Tailor these templates to match your business style—adjust fonts, colors, and text to align with your branding. Once customized, simply download your forms as PDFs for easy use. Perfect for open houses, phone consultations, or in-person meetings, these intake forms cover everything from contact details to pricing, financing, and property specifics. Start every client relationship with a clear, organized approach!
What's Inside: ✓ 2-Page Buyer Intake Form – Gather essential details like preferences, budget, and timeline. ✓ 2-Page Seller Intake Form – Record key information about the property, motivation, and goals.
Why Choose This Kit:
Efficient & Professional: Simplify the client onboarding process and ensure you’re fully prepared for every new client.
Complete Customization: Edit text, colors, and design elements to suit your brand and business needs.
Print-Ready: Download your completed forms as PDFs for immediate use. Perfect for phone calls, meetings, or open houses.
Reusable: Purchase once, and you can use and customize these templates again and again!
How It Works:
Instant Digital Access: Download your templates immediately after purchase.
Easy Customization: Modify everything in Canva (works with the FREE version).
Print & Go: Save your forms as PDFs, print them, and have them ready for your next client intake.
This client intake kit is essential for real estate agents who want to streamline their onboarding process, stay organized, and make a great first impression.
Important Details:
Instant Digital Download: No physical products will be shipped.
For Personal Use Only: These templates cannot be resold or used for commercial purposes without explicit permission.
Thank you for visiting Real Estate Design Co
Real Estate Client Intake | Customizable Canva Templates for Buyers & Sellers
Make client onboarding seamless and professional with our fully customizable intake forms designed for real estate agents. Asking the right questions and gathering key information upfront not only saves time but also demonstrates your commitment to providing top-tier service. Whether you’re onboarding buyers or sellers, these forms help ensure no detail is overlooked, setting a strong foundation for your client relationship.
Tailor these templates to match your business style—adjust fonts, colors, and text to align with your branding. Once customized, simply download your forms as PDFs for easy use. Perfect for open houses, phone consultations, or in-person meetings, these intake forms cover everything from contact details to pricing, financing, and property specifics. Start every client relationship with a clear, organized approach!
What's Inside: ✓ 2-Page Buyer Intake Form – Gather essential details like preferences, budget, and timeline. ✓ 2-Page Seller Intake Form – Record key information about the property, motivation, and goals.
Why Choose This Kit:
Efficient & Professional: Simplify the client onboarding process and ensure you’re fully prepared for every new client.
Complete Customization: Edit text, colors, and design elements to suit your brand and business needs.
Print-Ready: Download your completed forms as PDFs for immediate use. Perfect for phone calls, meetings, or open houses.
Reusable: Purchase once, and you can use and customize these templates again and again!
How It Works:
Instant Digital Access: Download your templates immediately after purchase.
Easy Customization: Modify everything in Canva (works with the FREE version).
Print & Go: Save your forms as PDFs, print them, and have them ready for your next client intake.
This client intake kit is essential for real estate agents who want to streamline their onboarding process, stay organized, and make a great first impression.
Important Details:
Instant Digital Download: No physical products will be shipped.
For Personal Use Only: These templates cannot be resold or used for commercial purposes without explicit permission.
Thank you for visiting Real Estate Design Co
