Comprehensive client onboarding and preference collection form
Real Estate template · 10 fields (7 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable
About this form
Comprehensive client onboarding and preference collection form.
This template ships with 10 fields, ready to use as-is or as a starting point. Open it in the editor to add, remove, or reorder fields, match it to your brand, then share a link or embed it on your site — no code needed.
Every field, explained
Full Name (Name, required)
Email Address (Email, required)
Phone Number (Phone, required)
Current Address (Address, required)
I am looking to... (Dropdown, required)
Preferred Communication Methods (Multiple choice)
Best Time to Contact (Dropdown, required)
Have you worked with a real estate agent before? (Single choice, required)
Current Situation (Long text)
Questions or Concerns (Long text)
Frequently asked questions
Is the Client Intake & Preferences template free?
Yes. The free plan includes 5 active forms and 100 responses a month, with no credit card required. Responses over the limit are held — never lost — and unlock when you upgrade.
Can I customize the fields?
Yes — every field is editable. Add, remove, reorder, or restyle fields in the drag-and-drop editor, add conditional logic, and match the form to your brand.
How do I share the finished form?
Publish it to get a share link, embed it on your website, or generate a QR code. Responses arrive in your dashboard with email notifications, CSV export, webhooks, and Zapier.
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