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) *

AUnder $3,000 B$3,000 – $5,000 C$5,000 – $8,000 D$8,000+

Liquid capital available for this project: *

AUnder $25,000 B$25,000 – $50,000 C$50,000 – $100,000 D$100,000+

Estimated credit score range: *

ABelow 620 B620 – 680 C680 – 720 D720+

Will there be a personal guarantor? *

AYes BNo CUnsure

What type of space are you seeking? *

ARetail storefront BWarehouse COffice DRestaurant-ready EMedical FFlexible / Not sure yet

Preferred cities or submarkets *

Approximate square footage needed *

Desired lease term *

A3 years B5 years C7+ years

When are you looking to open your business? *

AImmediately B1–3 months C3–6 months D6+ months

Have you developed a business plan for this location? *

AYes BCurrently working on one CNo

How were you referred to us? *

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