Seller intake for a calm, clear conversation

This brief intake gathers basic details to prepare for an informational, advisory conversation; it does not create any obligation.

Purpose of this intake

This intake is intended to collect basic information about your property and priorities so an advisor can provide relevant, informational guidance. Your responses are used only to prepare for a discussion and do not commit you to any action.

Clear Boundaries and Advisory Terms

This intake is informational and not a sales consultation.

Any guidance provided is advisory only and meant to help you understand options, not to obligate you.

You are welcome to ask questions or decline further contact; participation is voluntary and confidential to the extent described on this page.

Information You’ll Be Asked To Share

Below is a list of typical details requested to help us understand the property and context.

Full name and contact email
Property address and basic details
Current ownership and occupancy status
Any recent improvements or known issues
Preferred times for a brief informational conversation

Seller Intake Form

Please use the form below to share the information listed above. This is a placeholder for the intake form and does not submit you to any service.

Contact Information

Full name *

Phone

Email *

Property Information

Property address *

Property type *

Occupancy status *

Current Situation

What best describes your current situation? *

What prompted you to start thinking about selling?

Have you spoken with any agents or buyers yet?

Yes

Timing & Intent

Approximate timeline

0–3 months

3–6 months

6–12 months

No specific timeline

What would you like clarity on during this session?

Acknowledgment *

I understand this is a one-time, advice-only consultation. This is not a sales call, listing pitch, or commitment to sell. No outcome is guaranteed, and I remain responsible for all final decisions.

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