Online Intake Forms for Real Estate Transactions
Collect buyer, seller, agent, property, and transaction details with online forms that flow directly into the transaction record.
What are real estate intake forms in DocJacket?
DocJacket intake forms are online forms that collect buyer, seller, agent, property, and transaction details — and turn the submission into a complete transaction record with contacts, tasks, and workflow automatically. Generic form builders like Jotform and Google Forms collect answers in a spreadsheet. DocJacket intake builds the transaction itself.
Generic forms collect answers. DocJacket builds the transaction.
With Jotform or Google Forms, a buyer submits intake → you get an email with their answers → you re-enter the data into your transaction system, your CRM, and your compliance archive. Three systems, three manual hops, three chances to lose data.
With DocJacket, the buyer submits intake → a transaction record is created with the buyer as a contact, the property as the subject, intake answers stored on the transaction, and the workflow already initialized. One submission, one record, zero re-typing.
What you can collect
- Buyer intake — Contact info, pre-approval status, target price range, timing, lender, agent representation
- Seller intake — Property details, listing timeline, prior listings, disclosure history, marketing preferences
- Agent intake — Agent contact, broker, license, MLS, preferred communication, transaction history
- Property details — Address, type, beds/baths, square footage, HOA, special features, access instructions
- Transaction details — Offer details, contingencies, key dates, deposits, special terms, parties
- Disclosure questionnaires — Property condition, prior repairs, known issues, state-specific disclosures
How it works
- Build the form. Custom form builder with fields for every data point you collect today. Conditional logic, required fields, file uploads.
- Share the link. Send to the agent, buyer, or seller via email or SMS. Mobile-friendly, no login required.
- Submission creates the transaction. When the form is submitted, DocJacket creates a transaction, adds the submitter as a contact, attaches uploaded files, and pre-fills transaction fields.
- AI takes over. Upload the contract and AI extracts dates, deadlines, and contingencies. Timeline and tasks generate automatically.
- You approve. Review the auto-prepared transaction record. Approve and proceed.
Who uses DocJacket intake forms
- Independent agents — Replace your client intake form on the website. Submissions become transaction records, not email noise.
- Transaction coordinators — Standardize agent intake across every brokerage you serve. No more chasing missing fields by email.
- Broker-owners — Required intake forms for every transaction file. Compliance starts at submission.
DocJacket intake vs Jotform / Google Forms
| Capability | Jotform / Google Forms | DocJacket Intake |
|---|---|---|
| Collect form data | Yes | Yes |
| Real estate field templates | Generic builder | Real-estate native fields |
| Creates a transaction record | No — spreadsheet only | Yes |
| Creates contacts | No | Yes |
| Triggers workflow / tasks | Requires Zapier + receiving system | Built-in |
| Attaches files to a transaction | No | Yes |
| Compliance archive | No | Audit-ready |
See DocJacket as a Jotform alternative for real estate for a deeper comparison.
Frequently Asked Questions
What are real estate intake forms?
Online forms used to collect transaction details from buyers, sellers, agents, and other parties at the start of a deal — contact info, property details, transaction terms, and required disclosures.
Can DocJacket replace Jotform for real estate intake?
Yes. DocJacket intake collects the same data Jotform does and turns it directly into a transaction record, contacts, file attachments, and workflow — no Zapier or manual re-entry required.
Can I customize the intake fields?
Yes. Use the custom form builder to add any field you need: text, number, select, file upload, conditional logic, required fields, and state-specific questions.
Do clients need a login to submit intake?
No. Intake forms are public links — share via email, SMS, or your website. Clients fill them out on mobile or desktop with no account required.
Are intake forms included in the standard plan?
Yes. Intake forms are part of the core DocJacket platform on every paid plan.
Intake that builds the transaction.
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