Get What Is An Intake Interview

The What Is An Intake Interview form is a crucial document used in real estate transactions to gather essential information from clients. This guide provides step-by-step instructions on how to complete this form online, ensuring a smooth and organized intake process.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your chosen interface.
2. Begin by entering the date of the interview in the designated section at the top of the form.
3. Fill in the source of your referral in the next available field to inform how you learned about the service.
4. Provide the client's full name in the appropriate fields, ensuring accuracy for future correspondence.
5. Input the current addresses for both the client and any additional clients. Be sure to include city, state, and zip code.
6. Enter email addresses for each client, ensuring that they are correct for communication purposes.
7. Fill out the phone numbers for home and cell contacts for both clients, as well as work numbers and fax numbers if applicable.
8. Document the current employer's name and the duration of employment in the respective sections.
9. Provide a photocopy of an ID as requested, ensuring compliance with identification requirements.
10. Answer the screening questions regarding agent relationships, felony convictions, and understanding of services provided. Be honest and thorough.
11. Indicate any pre-qualification or pre-approval status from a lender, and specify the lender's name if applicable.
12. Describe your anticipated timeframe for purchasing a home and current rental status, if any.
13. Outline your purchasing price range and any down payment considerations.
14. Complete the preferences and considerations for your future home, ensuring to address all relevant questions, including circumstances affecting your housing choices.
15. Sign and date the form where indicated, ensuring that all provided information is accurate.
16. Once completed, users can save changes, download the form for records, print for physical copies, or share the completed form as needed.

Complete your intake interview form online today for a streamlined real estate experience.