Apr '25 • Ideas to Implement & WOW'em✨
🎯 BUYER INTAKE FORM: Set the Tone for a Smooth Buying Journey
Let’s make buyer chaos a thing of the past. 🙌
In this quick lesson, I’m walking you through how I use my Buyer Intake Form to gather all the important info before we ever step into a showing.
📋 From mortgage readiness to dream home details — this form sets the tone, eliminates guesswork, and ensures I'm fully prepared to serve them at the highest level.
Here’s what I cover:
✅ Why I send this form before anything else
✅ The 45 critical questions every buyer should answer
✅ My non-negotiable rule about pre-approvals
✅ How I use SurveyMonkey + Boards to stay hyper-organized
✅ The legal disclaimer I include to protect my business
✅ How I keep it all clean and streamlined for the client
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🎯 BUYER INTAKE FORM: Set the Tone for a Smooth Buying Journey
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