Client Intake — Caroline Smith, REALTOR®

Step 01

Let's start with you

A little about yourself so I can tailor my service to your needs.

First Name *

Last Name *

Email Address *

Phone Number

How are you currently situated?

🏠

First-Time Buyer

This would be my first home

⬆️

Moving Up

Upsizing to a larger home

🔑

Downsizing

Looking for something smaller

📈

Investment Property

Looking to invest in real estate

📦

Relocating

Moving from another city or province

🏷️

Selling Only

Not purchasing at this time

Step 02

Finding your perfect home

Tell me about what you're looking for — the more detail, the better.

Are you pre-approved for a mortgage? *

✅ Yes

I have pre-approval

⏳ In Progress

Working on it

❌ Not Yet

Need guidance

Budget Range

$350,000

Approximate purchase price

$100K $500K $1M $2M+

Which areas are you considering? (select all that apply)

Property Type

Minimum Bedrooms

Must-haves or deal-breakers

Step 03

Do you have a home to sell?

If you're selling too, I'll build a complete strategy around both sides of your move.

🏡

Yes, I have a home to sell

I'll need to sell before or alongside buying

✨

No, I'm buying only

No current property to sell

Step 04

Your timeline & priorities

Understanding your urgency helps me focus my energy in the right places.

When are you hoping to move? *

🚀

ASAP

Ready to move immediately

📅

1–3 Months

Getting serious, moving soon

🗓️

3–6 Months

Planning ahead, no rush

🔭

6+ Months Out

Early research / future planning

What matters most to you? (select all that apply)

💰

Best Price

⚡

Speed of Sale

🎓

School District

🚗

Commute / Location

🔑

Move-In Ready

🌿

Land / Privacy

Anything else I should know?

Step 05

How should I reach you?

I'll always respect your time and communicate on your terms.

Preferred contact method *

📞

Phone Call

💬

Text / SMS

✉️

Email

Best time to reach you

☀️ Morning

8 AM – 12 PM

🌤 Afternoon

12 PM – 5 PM

🌙 Evening

After 5 PM

Would you like to book a free consultation call?

📆

Yes, please!

I'd love a 20-min call to get started

📩

Just reach out

Caroline can contact me directly

How did you hear about Caroline?

Your information is private and will only be used by Caroline Smith to prepare for your consultation.
By submitting, you consent to being contacted regarding your real estate inquiry.

Let's start with you

Finding your perfect home

Do you have a home to sell?

Your timeline & priorities

How should I reach you?

You're all set,let's find your home.

You're all set,
let's find your home.