Real Estate Client Intake Form

A real estate client intake form is a short questionnaire that agents and real estate businesses use to collect information from new leads or clients before starting to work together. It usually asks whether potential clients are buying, selling, renting, investing, or looking for property management, and collects a few additional details so the agent can follow up appropriately.

This AidaForm template keeps the first contact simple and efficient. It includes a multiple-choice question about the type of real estate request, an open-text field for a short description of the situation, and a few contact detail fields. The template adapts to the request type and shows property type and location — only when those questions are relevant.

Customize the template in the AidaForm Builder to match your services, wording, and brand. Publish it online with one click. Share the form by link or embed it on your website using ready-to-copy HTML code. Responses are stored securely in your account or can be passed to other tools you use through integrations.