Report this item to Etsy

Price:$14.00

Realtor Buyer Consultation Form Printable PDF | Real Estate Client Intake, Needs Analysis & Pre-Approval Checklist for Agents

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by IronHeartPrints
  • Party decor for gatherings and celebrations
  • Digital download

The first meeting with a buyer is where the deal either sets up to close or sets up to waste your next six weekends. As a realtor, you need the needs analysis, the pre-approval status, the timeline, the non-negotiables, and the "why now" — all captured cleanly before you start pulling listings.

This Realtor Buyer Consultation PDF is a one-document workflow that takes a real estate agent from handshake to saved search with nothing forgotten. Print it, fill it by hand at the table, or type directly into the fillable fields on your tablet at the closing table or coffee shop.

WHAT'S INSIDE:
- Buyer contact sheet — name, phone, email, referral source, best contact time
- Pre-approval status checklist — lender, loan amount, pre-approval expiration, documents in hand
- Needs analysis worksheet — bedrooms, baths, square footage, garage, yard, must-haves vs nice-to-haves
- School district and commute priorities
- Neighborhood and lifestyle preferences
- Timeline and motivation — lease end, job start, family changes
- Financing notes — down payment, closing cost source, contingencies
- Showing logistics — availability, decision-makers, pets, accessibility
- Buyer agency agreement prompts and next-step checklist

WHO IT'S FOR:
- New realtors building a professional client intake process
- Experienced agents who want a cleaner buyer consultation
- Real estate teams onboarding new agents with a consistent CRM-ready intake
- Brokers training agents on the buyer consultation workflow

HOW TO USE:
- Print on standard letter paper and bring to your first buyer meeting
- Or open the fillable PDF on iPad in GoodNotes, Notability, or Adobe
- Transfer key fields into your CRM or commission tracker after the meeting
- Reuse for every new buyer — your intake is finally consistent

TECHNICAL DETAILS:
- Instant digital download — no physical item shipped
- Format: print-ready PDF, US Letter (8.5x11), low-ink friendly
- Fillable form fields included for tablet use
- Personal use and single-agent business use included

Close more buyers by starting every relationship with a real consultation. Add to cart and run your next buyer meeting like a pro.

Made-to-order download

Files will be available after the seller completes your order.  Here's how.

Made-to-order digital items don’t accept returns or exchanges. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

View shop registration details

Be the first to leave a review

Help this shop grow by ordering and sharing your feedback. Plus, shop confidently with Etsy Purchase Protection.
Learn more

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Agentsiteshop

Real Estate Coaching

Home Buyer Consultation

Listed on May 5, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Planner Templates