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Lead Intake Form

8.5" x 11"

Lead Intake Form

8.5" x 11"

The initial meeting with a potential client is crucial in real estate. Whether that meeting is at an open house, a showing, or through a coffee chat from a referral, be sure to have them fill out a Lead Intake Form.

A well-crafted real estate lead intake form isn't just a clipboard with questions—it's a tool for gathering valuable information, qualifying leads effectively, and helping you get organized before you have more conversations.

The form provides questions addressing vital information to guide your new lead through the buying or selling process.

Download Your Lead Intake Form

This is a PDF you can download to your computer. Print it out and get going.

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A guide to your advanced real estate marketing tool kit.
Click through the menu on that left to see all the incredible perks of your BB Plus membership, as well as tutorials for using them to save more time and sell more homes.
MLS Lookup
Automated Postcard Campaigns
Social Posts
Team Designs
Preset Brand Color
Headshot Library
Other BB Plus Benefits
Using MLS Lookup
Create marketing for your listing in seconds
  1. Find a marketing template you love.
  2. Enter your listing’s MLS number in the left sidebar.
  3. Watch as your listing’s information and photos instantly populate the item.
  1. Double check for accuracy.
  2. Download for free, share on social media, or use our printing and shipping services.
  3. Create marketing for your listing in seconds.
Select a template and try the MLS Lookup!
Using Automated Postcard Campaigns
Take care of your sphere marketing for the year with just a few clicks.
  1. Choose a postcard set.
  2. Customize your postcards with your information and special message.
  3. Upload your contacts’ addresses or purchase a mailing list.
  1. Purchase your direct mail campaign.
  2. Sit back and relax! Each postcard will be automatically sent at the right time throughout the year.
Create your Automated Postcard Campaign!
Setting up team and two-agent branding
Market as a team.
  1. Visit your BB Plus profile using the waffle icon in the top right corner.
  2. Upload your teammate or team’s information, headshot, and logo.
  3. Open your desired marketing template and select two-agent or team in the left sidebar.
  1. Whatch your teammate or team's information instantly populate the item.
Try team branding by editing a template!
Selecting your preset brand color
Say good bye to “Frankenstein” marketing.
  1. Visit your BB Plus profile using the waffle icon in the top right corner.
  2. Click the Edit Primary Brand Color widget.
  3. Select your brand color with the color picker or enter the Hexcode and click Select.
  1. Moving forward, every customizable marketing template you edit will automatically load with your brand color.
Using your headshot and logo library
Put your best look forward.
  1. Visit your BB Plus profile using the waffle icon in the to pright corner.
  2. Upload additional headshots and logos.
  3. Click Update to save changes.
  1. Edit your favorite marketing template and click on the headshot or logo image slot to pull up your library of images and select.
Other BB Plus Benefits
Premium Designs & Content
Eye-catching, exclusive marketing material and print collateral branded for you.
Unlimited Downloads
Every standard & premium content piece downloaded as much as you.
10% Off Print Orders
Receive 10% off all print orders, including our direct mail services.