CLIENT INTAKE FORM
This professionally designed client intake form makes it easy to gather the details that matter most—contact information, lender details, prequalification status, and even how clients heard about you. With space for notes and next steps, it ensures your sales team never misses an opportunity to capture vital information.
Perfect for model home tours, design center consultations, or first meetings with prospective buyers, this form helps you organize leads, qualify clients faster, and build stronger relationships from the start.
Did you know that structured intake processes can increase lead-to-sale conversion rates by up to 30%? This form sets the tone for professionalism, making buyers feel confident in your process while giving your team the insights they need to close more sales.
DOWNLOAD INSTRUCTIONS
✨ How to Use This Template:
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Click the Download Button or Link
After purchase, you’ll receive a PDF file with your Canva template link inside. -
Open the Link
Click the link inside the PDF to open the template in Canva. -
Create a Copy
When prompted, Canva will automatically create a copy of the template in your account. -
Customize It
Change text, colors, images, and logos to match your brand. -
Download or Share
Once customized, you can download it as a PDF, image, or share it digitally.
✅ What You’ll Need:
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A free Canva account
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Basic ability to drag, drop, and type in Canva
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(Optional) A brand logo and colors to personalize your design
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