Commercial listing intake form

Internal use only, Capture all key details for MLS / LoopNet listings.

Commercial Client Intake

Due to the financial and contractual complexity of commercial leases, all prospective tenants must complete this intake prior to scheduling a consultation.

This process allows us to assess readiness, align expectations, and determine the most effective way to support your business.

CONTACT INFO

Full Name *

Email *

Phone *

BUSINESS INFORMATION

Legal Business Name *

DBA (if applicable)

Business Website or Social Media *

Type of Business *

BUSINESS STATUS

Is this an existing business or a startup? *

A Existing business B Startup

If existing, how many years have you been in operation?

Briefly describe your business model and primary revenue source. *

Estimated monthly lease budget (INCLUDING CAM charges) *

A Under $3,000 B $3,000 – $5,000 C $5,000 – $8,000 D $8,000+

Liquid capital available for this project: *

A Under $25,000 B $25,000 – $50,000 C $50,000 – $100,000 D $100,000+

Estimated credit score range: *

A Below 620 B 620 – 680 C 680 – 720 D 720+

Will there be a personal guarantor? *

A Yes B No C Unsure

What type of space are you seeking? *

A Retail storefront B Warehouse C Office D Restaurant-ready E Medical F Flexible / Not sure yet

Preferred cities or submarkets *

Approximate square footage needed *

Desired lease term *

A 3 years B 5 years C 7+ years

When are you looking to open your business? *

A Immediately B 1–3 months C 3–6 months D 6+ months

Have you developed a business plan for this location? *

A Yes B Currently working on one C No

How were you referred to us? *

SUPPORTING DOCUMENTS

Upload documents — optional

PDF, JPG or PNG. Maximum 5 files. Up to 5 MB per file and 15 MB total. Select all the files you want to attach together.

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