Seller Intake Form

1) Contact & Property Basics

Start Here

Full name

Email

Property address

Phone

Occupancy

Pets in home?

Best way to reach you

2) Title, Ownership & Representation

Important

Do you currently have a signed agreement with a real estate agent?

If yes, when does it expire? (approx)

If you are not under agreement, are you considering a change / new plan?

How is title currently held?

Is anyone else on title or involved in signing?

Any known title / ownership items we should be aware of?

Mortgage / Deed of Trust HELOC Liens / Judgments Solar loan/lease HOA issues Probate / Estate Divorce / Separation Not aware of any

Anything else about title/ownership that may matter?

3) The Home Story (Strengths & Concerns)

Property

What do you love most about the home?

What do you think buyers will love most?

Top 3 things you wish were different (if any)

Any known issues?

Any updates/upgrades in the last 10 years?

4) Showings & Lifestyle Reality

Access

How flexible can you be for showings?

Pet rules / instructions (if any)

Any access constraints I should plan for?

Any safety or privacy concerns?

5) Timeline & Priorities

Strategy

Ideal list date

Ideal close date

What’s most important to you?

Highest price Fastest timeline Least hassle Balanced

Are you buying another home after this?

Would you need a rent-back or time after closing?

6) Prep Comfort Level (Right Now)

Readiness

Which best describes what you’re comfortable with today?

As-is / minimal (price + terms do the heavy lifting) Light (clean + declutter + simple touch-ups) Moderate (paint/touch-ups or minor repairs if easy) Not sure yet (need guidance after we talk)

What makes prep difficult (if anything)?

Are you interested in home staging guidance/support?

Are you open to professional photography?

Any notes about photos or scheduling?

7) Communication & Decision Style

Process

Would you like updates as we go?

Yes No Only when action is needed

If yes, what’s the best way to reach you?

How do you typically make big decisions?

Who is involved in the decision?

Who has the final say?

Any sensitive dynamics I should handle carefully?

8) Motivation & Expectations

Personal

What’s prompting the move right now? (The real reason.)

What are your expectations of your real estate agent during this sale?

9) Money & Expectations

Optional

What price range were you hoping for?

What is that based on?

If market data suggests a different number, how open are you to adjusting?

Do you have a minimum net proceeds goal?

Any financial “musts” tied to this sale?

Final Question

Wrap-Up

What’s the one thing you’re most worried about?

If you’re happy with the outcome, would you be willing to leave a 5-star review?

Yes Maybe No

Preferred review site (optional)

Anything you’d like me to know about what matters most to earn that 5-star review?

When you click submit, your responses are sent directly to Gail.