Say hello to your new Buyer & Seller Intake Forms ā the ultimate tools to kick off every client journey with clarity, professionalism, and that WOW-factor weāre all about here at Realtor Skool! šÆāØ
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No more scrambling for info.
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No more missed details.
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Just smooth, confident onboarding that sets the tone for a seamless transaction.
š What Youāll Find Inside:
⢠Fully customizable intake form templates
⢠Perfect for your Buyer/Seller Experience Boards
⢠Plug-and-play ready ā just copy, brand, and send!
⢠Helps you collect everything you need to start STRONG šŖ
šÆ Whoās it for?
Every Realtor who wants to raise the bar and deliver a top-tier client experience from the very first step.
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When to use it?
Right after your discovery call or initial convoāthis is your āletās get startedā moment.
š Where should it live?
Right in your Buyer or Seller Experience Board under the onboarding or kickoff sectionāso itās easy to find and part of the client journey!
ā”ļø Steal it. Tweak it. Make it your own.
This is your shortcut to creating a professional, organized, and unforgettable client experience.
Letās get those client journeys off to an epic start! š
š¬ Drop a comment once you've added it to your process or if you need help customizing it!