Client Intake Portal

Real estate intake, built with polish and purpose.

Choose the correct form below. Forms submit through FormSubmit directly to Clayton’s email, without Netlify Forms, Google OAuth, n8n, or a custom backend.

Seller Intake

Seller/property owner intake with residential, commercial, multifamily, rent-roll, building specs, utilities, zoning, financials, and selling motivation fields.

Open Form

New Listing Document Selector

Listing preparation checklist/document selector for residential, commercial, estate, trust, landlord, and special-case listing packages.

Open Form

Residential Tenant Intake

Residential rental pre-screening intake with move-in criteria, occupants, pets, employment, rental history, and screening disclosures.

Open Form

Commercial Tenant Intake

Commercial tenant requirement intake for use type, space needs, site criteria, timing, budget, parking, loading, utilities, and operational needs.

Open Form

Buyer Intake

Buyer search criteria, financing, location, property needs, timing, preferences, and non-negotiables.

Open Form

Submission setup: first live submission to FormSubmit may send a one-time activation email to cpannasch@gmail.com. Confirm it once, then future submissions should route directly to your inbox.