What is Intake Form Template

It's a tool to obtain accurate information from the agent and a type of questionnaire that can be used for transactions, listings, etc.

Intake forms let you streamline the transaction creation process without having to chase down information from your agents.

Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.

For example, you can add a category for Buyer Intake Form or Seller Intake Form.

It allows you to organize your templates according to your preference and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the intake form templates into the desired order.

This button will allow you to create a new agent intake form.

This search box or filter box will allow you to easily find the template that you’re looking for especially if you have lots of intake form templates saved in the system.

Hover your mouse over the template name and just simply type in the new name and hit the check button to save the changes.

The “Edit” button will allow you to modify your agent intake form. The “Options” are for cloning and deleting an agent intake form.