Contact Details
Full legal name, preferred name, primary phone, secure email, and mailing address to support communications and verifications.
A consistent Client Buyer Intake Form reduces data gaps, speeds qualification, and provides a single source of truth for downstream teams. Accurate intake minimizes follow-up, supports faster financing checks, and documents consent for disclosures and data handling under applicable law.
Teams that collect buyer information and make eligibility decisions use intake forms to standardize onboarding.
Completed forms support sales, underwriting, compliance reviews, and file assembly for later stages of a transaction.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; use stronger KBA where required |
| Conditional Fields | Show financing fields only if buyer indicates loan intent |
| Bulk Send | Enable for high-volume lead outreach when supported by plan |
| Notifications | Email alerts to agent, loan officer, and intake coordinator |
Choose platforms and formats that match your systems and compliance needs.
Acknowledge receipt within 24–48 business hours of submission.
Request ID and pre-approval within 3–7 calendar days after intake.
Schedule first consultation within 3 business days.
Complete all verification before drafting an offer or contract.
Retain signed intake with file per retention policy.
Initial buyer submits form and attachments for review.
Verify ID, TIN, and financing; mark buyer status.
Obtain signed consents and disclosures via electronic signature.
Store final form and audit trail in case management system.
Full legal name, preferred name, primary phone, secure email, and mailing address to support communications and verifications.
ID type, number, issuing state/country, and expiration date to support identity verification and reduce fraud risk.
Pre-approval status, lender and loan officer contact, and source of funds for underwriting and offer validity checks.
Desired neighborhoods, price range, property types, and must-have features to match inventory and prioritize showings.
Consent to electronic communications, privacy disclosures, and any required regulatory notices tailored to the transaction.
Signature, signer role, and date with an embedded audit trail capturing IP, timestamp, and actions.
Optica used intake forms to unify buyer capture across teams.
Martin Properties implemented digital intake for mobile showings.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |