Real Estate Buyer & Seller Intake Bundle | Google Forms & Canva Templates for Agents
Simplify your client onboarding and collect every essential detail with this all-in-one Buyer & Seller Intake Bundle. Designed for busy real estate agents, this digital system lets you gather client information quickly, professionally, and efficiently—saving time and reducing back-and-forth emails.
This bundle includes fully editable Google Forms and Canva templates, giving you the flexibility to send forms digitally, have clients complete them online, or provide printable intake sheets for in-person meetings. Keep your lead intake organized, streamline consultations, and impress new clients with a professional, polished process.
What’s Included
Google Forms – 40-question Buyer Intake and 50-question Seller Intake, designed to capture client details like timeline, motivation, real estate needs, and communication preferences.
Canva Templates – 2-page Buyer Intake and Seller Intake templates, fully editable and ready to download as PDFs for printing or to convert to fillable forms (fillable forms are not included). Sized 8.5” x 11”
Customizable Form Logo – Easily personalize your Google Form headers to match your branding.
Step-by-Step Instructions – Guidance for editing forms, sending them digitally, collecting responses, enabling email notifications, and creating fillable PDFs.
How It Works
Instant digital download—get access immediately.
Designed for personal use; not for resale, redistribution, or commercial use.
Streamline your real estate onboarding, gather all necessary client information, and create a professional impression from the very first interaction. This bundle is the perfect tool to save time, stay organized, and keep your business running smoothly.
Created by Real Estate Design Co.
Real Estate Buyer & Seller Intake Bundle | Google Forms & Canva Templates for Agents
Simplify your client onboarding and collect every essential detail with this all-in-one Buyer & Seller Intake Bundle. Designed for busy real estate agents, this digital system lets you gather client information quickly, professionally, and efficiently—saving time and reducing back-and-forth emails.
This bundle includes fully editable Google Forms and Canva templates, giving you the flexibility to send forms digitally, have clients complete them online, or provide printable intake sheets for in-person meetings. Keep your lead intake organized, streamline consultations, and impress new clients with a professional, polished process.
What’s Included
Google Forms – 40-question Buyer Intake and 50-question Seller Intake, designed to capture client details like timeline, motivation, real estate needs, and communication preferences.
Canva Templates – 2-page Buyer Intake and Seller Intake templates, fully editable and ready to download as PDFs for printing or to convert to fillable forms (fillable forms are not included). Sized 8.5” x 11”
Customizable Form Logo – Easily personalize your Google Form headers to match your branding.
Step-by-Step Instructions – Guidance for editing forms, sending them digitally, collecting responses, enabling email notifications, and creating fillable PDFs.
How It Works
Instant digital download—get access immediately.
Designed for personal use; not for resale, redistribution, or commercial use.
Streamline your real estate onboarding, gather all necessary client information, and create a professional impression from the very first interaction. This bundle is the perfect tool to save time, stay organized, and keep your business running smoothly.
Created by Real Estate Design Co.
