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CLIENT INFORMATION SHEET - REAL ESTATE
File no.:
Source of Client:
Fee agreed upon:
Client (buyer/seller/refinance)
Address:
Telephone no. (Work):
Telephone no. (Home):
Fax no. (Work/home):
Beeper/cellular telephone no.:
Email:
Marital status
Single/divorced/widowed/married/remarried:
Former names used by client:
Type of transaction
Sale:
Purchase:
Other:
Contingent on purchase/sale of other premises:
Location of property
Address:
Legal description:
Intended use of property
Primary residence:
Rental:
Desired type of ownership
Tenants by the entireties:
Tenants in common:
Joint tenants (wros):
Other:
Other party (buyer/seller)
Address:
Telephone no. (Work):
Telephone no. (Home):