New Home Buyer Intake — Kickoff intake form (public) for Real Estate. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A few details about you, your budget, and your timeline so we can tailor your search from day one. Takes about five minutes.

What it collects (by section):

• About you & your search — First name [short text]; Last name [short text]; Email address [short text]; Client Role (housing) [dropdown: Buyer / Seller / Landlord/Owner / Tenant/Renter / Investor / …]; Transaction Type (real estate) [dropdown: Buy / Sell / Rent/Lease / Property management / Commercial / …]; Primary Property Use [dropdown: Primary residence / Second home / Investment / Business/Office / Mixed use / …]; Timeline Urgency (move/close) [dropdown: ASAP (<30 days) / 1-3 months / 3-6 months / 6-12 months / Exploring]; Target Move-In / Close Date [date]; Special Circumstance (housing) [long text].
• Budget & financing — Financing Approach [dropdown: All cash / Conventional mortgage / FHA/VA/USDA / DSCR/Investor loan / Other / …]; Pre-Approval / Proof of Funds Status [dropdown: Not started / In progress / Obtained / Expired / Not applicable] (conditional); Lender/Bank Name (reference) [short text]; Down Payment Target % [dropdown: 3-5% / 10% / 15-20% / 25%+ / All cash / …]; Monthly Housing Budget Band [dropdown: <$1k / $1k-$2k / $2k-$3.5k / $3.5k-$5k / $5k-$8k / …]; Purchase Price Band [dropdown: <$250k / $250-499k / $500-749k / $750k-$999k / $1-1.99M / …]. Where things stand financially — names only, never account numbers.
• Where you want to live — Preferred Neighborhoods / ZIPs [long text]; School District Preference [long text]; Commute Constraints (mins) [short text]; Proximity Priorities [multi-select: Transit / Walkability / Parks/Trails / Dining/Entertainment / Medical / …].
• Showings & offers — Showing Availability Window (housing) [short text]; Showing Notice Requirement [dropdown: Same day / 24 hrs / 48 hrs / Weekends only / Case-by-case]; Virtual Tour / Remote Viewing OK [choice: Yes / No / Case-by-case]; Offer Review Preference [dropdown: E-signature/Portal / Email PDF / In-person / Screen-share].
• If you’re investing — Investor Strategy [multi-select: Buy & hold / House-hack / Short-term rental / Mid-term rental / Flip / …] (conditional); Target Gross Yield / Cap Band [dropdown: <5% / 5-6.9% / 7-8.9% / 9-10.9% / 11%+]; Desired Rent Band (per unit) [dropdown: <$1k / $1k-$1.5k / $1.5k-$2k / $2k-$2.5k / $2.5k+]; 1031 Exchange Interest [dropdown: No / Considering / Actively planning].
• Anything else — Real Estate Notes (client-specific) [long text].

Conditional logic (forks):

• WHEN Financing Approach is not All cash → show Pre-Approval / Proof of Funds Status (hidden by default until met).
• WHEN Client Role (housing) is Investor → show Investor Strategy (hidden by default until met).

Required: Email address, Client Role (housing) (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Real Estate. Deployment: embed.

Best for / surface when: A real estate agent or brokerage capturing a new buyer, seller, or investor lead — role and transaction type, timeline, financing and pre-approval, budget, and showing preferences.