Start new client relationships off right by collecting the information you need to serve them best. Easily gather property details, contact information, wishlist must-haves, contract deadlines, and more with this customizable real estate client information sheet template. Then, share it with your real estate group or store for future reference and referral opportunities.
Customize for different situations.
No coding knowledge? No worries. Easily drag and drop fields to customize your real estate client information sheet template to your needs based on the buyer/seller or step in the process. Then, use your real estate group’s branding and add your information or headshot for a professional, cohesive look.
Make form filling easy on clients.
Let’s be honest—real estate client intake forms can be long and tedious. Allow your new buyers and sellers to stop and resume the form when necessary to gather what they need and still pick up where they left off. Plus, add a progress indicator so they know how much is left to fill out.
Tailor form questions for specific needs.
Make the contracts process easier on your clients by tailoring this real estate client information form to omit irrelevant questions that don’t pertain to them. With Conditional Logic, you can create smart forms that change based on previous responses and ensure clients make it through the form faster.
Squeeze value out of old forms.
Don’t lose what you’ve already created! Import existing forms you’ve already made and begin editing them in Formstack. Save hours of manual import time and skip the hassle by simply plugging in the URL of your old form and recreating it in our builder interface.
"Formstack allows me to take any offline, manual process, bring it online, and apply a workflow to the forms in order to automate once laborious processes. I can drag and drop or dive into the API integrations to get what I need accomplished."
Dan Tushinski Ecommerce, Search, and Analytics Consultant
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