Budget & Project Funding Request Form
Budget & Project Funding Request Form Simplify your project funding requests with this structured 10-minute form design...
7 steps
11 fields
Financial Services Startup requests funding
Real estate intake form for Tallyfy
Qualify buyers properly before showing properties
Showing houses to unqualified buyers wastes everyone's time. This intake checklist collects pre-approval status, budget range, property requirements, and timeline before you schedule a single showing.
9 steps
15 fields
4 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Real Estate Home Buyer Client Intake Checklist" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Real Estate Home Buyer Client Intake Checklist
Complete this form to gather all essential information from your new home buyer client. Takes about 10-15 minutes. Required for pre-approval verification and property matching.
Enter text...
Enter full legal name exactly as it appears on government ID
Enter text...
Enter text...
Enter description...
Enter description...
List preferred neighborhoods, cities, or school districts
Enter text...
Enter minimum and maximum price range (e.g., $300,000 - $450,000)
Select option...
Current mortgage pre-approval status determines buyer readiness
Enter text...
If pre-approved, provide lender name and loan officer contact
Enter text...
Enter text...
Select date...
When does the buyer need to move into their new home?
Select option...
First-time buyers may qualify for special programs and assistance
This is a preview. Sign up to use this form.
Related templates
Commercial Insurance Quote Request Form
Type: Form Steps: 6 Form Fields: 14 Time to Complete: 10-15 minutes Streamlined quote request process for commercial in...
6 steps
14 fields
Insurance Quotation
Customer Product Feedback Survey Form
Estimated Time: 5 minutes Difficulty: Easy Team Size: 1 (Customer or Product Team) Collect real customer insights with ...
5 steps
10 fields
2 automations
Sales Survey
Customer Product Registration & Warranty Activation
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1 (Customer Service Rep) Register customer products and activa...
5 steps
9 fields
Retail Registration
Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
Ready to use this form?
Sign up free and start collecting responses in minutes.