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A real estate client intake form is used by real estate agents to gather information from prospective clients who intend to sell or purchase property. The form will allow the client to give their contact information and offer details about what they intend to buy or sell.
A patient intake form is designed to increase the efficiency of your practice and improve the patient experience. First, your forms need to ask for basic information, like their name, date of birth, age, sex, contact information, emergency contact, employer, and insurance information.
Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)
How to Build Your List of Real Estate Clients Ask Your Friends and Family. Of course, you know people, but no one you know needs or is selling a house. ... Invest in Direct Mail Marketing. Direct mail marketing isn't dead. ... Create a Website. ... Get Listed. ... Focus on Your Former Clients. ... Network. ... Be a Referral Source. ... Be Thankful.
Script: ?Hello, my name is [Your Name], and I am a local real estate agent. I noticed that many homes had been sold in your neighborhood recently, so I wanted to introduce myself. I have a lot of experience working in this area, and I would be happy to help you buy or sell a property here.?