Seller intake form

Multi-step application

This intake form is comprehensive, and is divided into the following steps:

1. Welcome page: Introduce the form's purpose, and list the different sections. Optionally add company / agent name and logo.
2. Seller Contact Information: Collect personal details, including name, phone number, email, and address.
3. Property Details: Gather property info: type, size, rooms, lot size, age, upgrades, and unique features.
4. Pricing Data: Request desired price, and minimum price. Add other fields to gauge expectations from sellers.
5. Motivation and Timeline: Ask for selling reasons and the preferred closing date.
6. Financial Information: Inquire about mortgage balance, liens, and HOA fee details.
7. Legal and Disclosure Items: Collect information on known issues, required repairs, and disclosure needs.
8. Marketing Preferences: Capture staging preferences, willingness for open houses, and media permissions.

Notifications and workflows

You can create workflows in Formcrafts to send data to other apps, or create targeted notifications. Here are some examples:

• 
  Create PDF:

  Create a PDF based on the form data

• 
  Email:

  Notify an agent when someone completes an intake form. Include the generated PDF.

• 
  Email:

  Notify the regional sales head if the house is a large one, or needs to be sold soon

• 
  HubSpot:

  Create a contact in HubSpot

• 
  Klaviyo:

  Create a new marketing contact in Klaviyo

Capture abandoned submissions

Leads have a high price in the world of real estate. By enabling partial responses you can recover lost leads. This feature allows you to capture personal information even when the form wasn't completed. Agents can then follow up with potential sellers, and offer assistance in completing the intake form.

Property insights

Field analysis helps form creators see what property types sellers own. For example, if "House" is often selected, a real estate agent knows to focus their marketing on house buyers. This insight helps agents target the right audience, maximizing their effort and improving business success.

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