INTAKE SHEET

Asking Price
How Did You Hear About Us?
Date Called In
Appointment Date
Seller’s Name
Email
Home Phone
Work
Cell
Is the property tenant occupied? If Yes, Tenant’s Name
Phone
Is there a Lease or Month to Month
Property Address
City
#years owned
Mortgage
YesNo
Lender’s Name
Mortgage Balance
Number of Payments Behind
Are the tax’s Included?
Are tax’s Delinquent?
How Much?
Type of Mortgage?

FHAVAConventionalOther
Type of Property?
If payments are Delinquent can they be taken over?
Additional Comments or Concerns?
Best day and time to see the property?
Optional: Would you like to be on our monthly mailing or email?

If so, Email
Address

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