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Intake Form

HOME
SERVICES
Relocation Commercial Buyer Programs Property Management
BUYERS
Steps To Buying a Home San Antonio Hero Program
SELLERS

Sell My Home Why Sell With EquityShield Group? Hands Free Real Estate EquityShield Offers Sell Your Luxury Home EquityShield Group Advantages Trade-in-Program

Resources Guide To Selling Your Home Getting Your Home Market-Ready Pricing Your Home Strategically Strategy For Selling Your Home Cost of Selling Your Home Property Seller FAQ's
EQUITYSHIELD OFFERS

Your Situation Get My OFFER Now Late on Payments Relocation Divorce Multiple Mortgages Inherited Property or Estate Sale Too Many Repairs

About How it Works Who We Help

Our Programs Immediate Offer Program Take Over Payments Wholesale Seller Financing Land Trusts Private Money Lending
CAREERS

Starting Your Career Is Real Estate Right For You? LPT Realty Apprenticeship Program Real Estate School (Coming Soon) Apply Now

Already Licensed Apply Now
ABOUT
Meet the Team Partners Blog Training Seminar FAQ
MEDIA
News Video
CONTACT US

Intake Form

We are good to go! Just to make our time as effective as possible, please complete this form.

Buyer #1

First Name *

Last Name *

Email *

Phone Number *

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Buyer #2

First Name *

Last Name *

Email *

Phone Number *

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Address *

City

State *

ZIP *

How did you find us? *

Let us know who we have to thank for sending you our way!

Is this your first home purchase?

What is your current living situation?

What made you decide that this was the time to buy?

Ideally, when would you like to be getting the keys to your new home? *

Do you have any concerns about the home buying process that you’d like us to address?

What has your home shopping experience been so far?

Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties?

Since this market is moving quickly, we like to know this up front.

What is your price point? *

How are you looking to purchase?

How much would you like to put down?

Who are you getting your loan with?

Has your lender taken you through a mortgage estimate that shows your cash to close?

Please upload your prequalification letter

Uploading this will make our time together way more efficient so we can see the details of your loan.

How many bedrooms do you need? *

How many bathrooms do you need? *

How important is a garage? *

Do you have a preference for how many stories the property is? *

What type of property are you interested in? *

How comfortable are you doing work on the property?

Are any of these features important to you?

Do you have any preference for the view?

Are there any specific neighborhoods, cities or schools that you’re focused on? *

How do you feel about associations?

Are you open to 55+ communities?

What are your absolute must haves? *

What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves? *

What are the things that would be pleasant surprises but aren’t mandatory?

What are your absolute dealbreakers? *

You don’t need to reiterate the must haves.

Is there anything else that you’d like us to know about your new property? *

We are good to go! Just to make our time as effective as possible, please complete this form.

Buyer #1

First Name *

Last Name *

Email *

Phone Number *

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Buyer #2

First Name *

Last Name *

Email *

Phone Number *

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Address *

City

State *

ZIP *

How did you find us? *

Let us know who we have to thank for sending you our way!

Is this your first home purchase?

What is your current living situation?

What made you decide that this was the time to buy?

Ideally, when would you like to be getting the keys to your new home? *

Do you have any concerns about the home buying process that you’d like us to address?

What has your home shopping experience been so far?

Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties?

Since this market is moving quickly, we like to know this up front.

What is your price point? *

How are you looking to purchase?

How much would you like to put down?

Who are you getting your loan with?

Has your lender taken you through a mortgage estimate that shows your cash to close?

Please upload your prequalification letter

Uploading this will make our time together way more efficient so we can see the details of your loan.

How many bedrooms do you need? *

How many bathrooms do you need? *

How important is a garage? *

Do you have a preference for how many stories the property is? *

What type of property are you interested in? *

How comfortable are you doing work on the property?

Are any of these features important to you?

Do you have any preference for the view?

Are there any specific neighborhoods, cities or schools that you’re focused on? *

How do you feel about associations?

Are you open to 55+ communities?

What are your absolute must haves? *

What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves? *

What are the things that would be pleasant surprises but aren’t mandatory?

What are your absolute dealbreakers? *

You don’t need to reiterate the must haves.

Is there anything else that you’d like us to know about your new property? *

Contact Us

Let's Talk

We're excited to address any inquiries you have and explore opportunities to expand your business with EquityShield Group!

Join Our Team

Premium Property Marketing Package

$5,000

Full Service, Professional Agent Representation

Professional Photography

Immersive 3D Tour and Floorplan

Professional Home Staging

Print Marketing

Social Media Advertising

Pre-Listing Home Inspection

Property Highlight Video

750 Direct Mailers Sent to Community

Listing Exposure Digital Campaign

Learn More

Luxury Property Marketing Package

$8,000

All Premium Tier Services

Multiple 1 Month Billboard Placements

Multi-State Broker Marketing

Luxury Digital Marketing Campaign

Placement on LPT Luxury Collection Website

Free Property Appraisal

Learn More

Contact Us

Let's Talk

We're excited to address any inquiries you have and explore opportunities to expand your business with EquityShield Group!

Quick Links

Address

[email protected]

210-202-4015

18911 Hardy Oak Blvd. Ste 145 San Antonio, Texas 78258

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Quick Links

Address

[email protected]

210-202-4015

18911 Hardy Oak Blvd. Ste 145 San Antonio, Texas 78258