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Client Intake Form

First Name

Last Name

Email *

Phone *

Preferred Method of Communication

City and State of Residence

Section 2: Investor Profile

How would you describe your real estate experience?

Brand new (no investment properties yet)

Beginner (1–2 properties)

Growing investor (3–5 properties)

Experienced (5+ properties)

Do you currently own any rental properties?

Yes

No

If Yes, how many?

What type of investor do you see yourself as?

Long-term buy & hold

Turnkey rental investor

BRRR strategy

Still exploring ☐ Other (please explain)

Other (please explain)

Section 3: Goals and Vision

What are you hoping real estate investing will help you achieve?

How many rental properties would you like to acquire in the next 12–24 months?

1

2

3-5

5+

Section 4: Financial Readiness

What is your ideal timeline to acquire your next property?

0–3 months

3–6 months

6–12 months

Just exploring

Do you currently have funds available for a down payment and closing costs?

Yes

No

Unsure

Estimated amount available for investment (down payment + reserves)?

Under $50,000

$50,000–$100,000

$100,000–$250,000

$250,000+

Have you spoken with a lender or been pre-approved

Yes

No

Not yet, but I’d like help.

Section 5: Risk, Comfort and Support

What concerns or fears do you have about real estate investing?

How involved do you want to be in the process?

Very hands-on

Somewhat involved

I prefer a turn-key, hands-off approach

What kind of support matters most to you? (Check all that apply)

Section 6: Market and Property Preferences

Are you open to investing out of state?

Yes

No

Possibly

Preferred property types:

Single-family

Duplex / small multi-family

Turn-key rentals

Open to recommendations

What price range are you most comfortable investing in?

Section 7: Commitment & Fit

Are you prepared to invest in professional guidance and a turn-key service to help you reach your goals?

Yes

Possibly

Not at this time

If accepted, are you ready to move forward within the next 90 days?

Yes

No

Not sure

Why do you want to work with Turn Key Real Estate Group?

Section 8: Insights

Is there anything else you want us to know about your situation, goals, or concerns?

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