Real Estate Intake Letter

REAL ESTATE INTAKE LETTER

Date:

Client Information

Property Identification

Representation & Services Requested

Representation requested (check all that apply):

Seller representation Buyer representation Landlord representation Tenant representation Other:

Services requested (check all that apply):

Listing & marketing Conduct showings Professional marketing materials Offer negotiation Property management

Financial Terms & Listing Information

Proposed commission / fee structure (describe percentage or flat fee and payment timing):

Property Condition & Disclosures

Known material issues (check applicable and provide brief detail)

Lead-based paint present? Yes No

Mold or water intrusion history? Yes No

Prior structural or material damage repaired? Yes No

Access, Keys & Showings

Keys / lockbox and access authorization (check applicable):

I will provide keys to Broker Authorize lockbox Provide gate/entry code:

Required Documents

Please provide (check items you will provide):

Deed / title documentation Mortgage / loan statements Prior property disclosures

Recent inspections / reports Permit history Other:

Authorization, Acknowledgement & Limited Terms

Client hereby provides the foregoing information to Broker for the purpose of enabling Broker to evaluate, list, market, show, and otherwise provide brokerage services for the Property as requested above. Client authorizes Broker to obtain and verify information reasonably necessary to perform services, including but not limited to ownership, mortgage, tax and public records and to order routine vendor services at Client's direction.

This Intake Letter constitutes an engagement to gather client and property information and to document initial terms. It does not itself create an exclusive listing or buyer representation agreement unless expressly stated in writing and signed by both parties. Any fees, commissions or retention amounts stated herein are preliminary and will be governed by a separate, signed listing, buyer representation, property management, or other agreement where required by law.

Client acknowledges the obligation to disclose to Broker all material facts known to Client concerning the Property, including but not limited to structural, environmental, or other conditions that materially affect value or desirability. Client authorizes Broker to disclose material facts to prospective purchasers, tenants, other brokers, and as required by law.

Client consents to electronic communication and receipt of documents relating to this intake and any subsequent agreements. Client may withdraw consent to electronic delivery by notifying Broker in writing.

I have disclosed known material facts to Broker. I consent to electronic communication.

Default, Remedies & Governing Law

If either party breaches any material obligation arising from a subsequently executed agreement incorporating these intake terms, the non-breaching party shall be entitled to all remedies available at law or in equity, including recovery of reasonable costs and attorneys' fees incurred in enforcing rights. Any dispute arising under or in connection with this Intake Letter or any subsequent agreement shall be governed by the laws of the state in which the Property is located, without regard to conflict-of-law principles.

Entire Agreement: This Intake Letter, together with any subsequently executed written agreements, constitutes the entire understanding between Client and Broker with respect to the matters addressed herein and supersedes any prior oral or written communications on those matters.

Additional Notes

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