Budget & Project Funding Request Form
Budget & Project Funding Request Form Streamline your project funding requests with this structured 10-minute form desi...
7 steps
11 fields
Financial Services Startup requests funding
Real estate intake form for Tallyfy
Qualify buyers properly before showing properties
Showing houses to unqualified buyers wastes everyone's time. This intake checklist collects pre-approval status, budget range, property requirements, and timeline before you schedule a single showing.
9 steps
15 fields
4 automations
Run this form in Tallyfy
1
Import this template into Tallyfy and assign buyer agents to intake tasks with 15 kickoff fields capturing contact info, budget, pre-approval status, property preferences, and lead source 2
Configure 4 automations that reveal workflow steps based on intake progress, set day-based deadlines for buyer agency agreement signing and first showing scheduling within 5 days 3
Track each buyer relationship in real-time through Tallyfy from initial contact through financial documentation, property search setup, and first showing tour coordination Form fields
Real Estate Home Buyer Client Intake Checklist
Complete this form to gather all essential information from your new home buyer client. Takes about 10-15 minutes. Required for pre-approval verification and property matching.
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Enter full legal name exactly as it appears on government ID
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Enter description...
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List preferred neighborhoods, cities, or school districts
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Enter minimum and maximum price range (e.g., $300,000 - $450,000)
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Current mortgage pre-approval status determines buyer readiness
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If pre-approved, provide lender name and loan officer contact
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Select date...
When does the buyer need to move into their new home?
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First-time buyers may qualify for special programs and assistance
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