Property Intake Form (Clear Path Consulting)
Please complete the information below so you can be fully onboarded into our system. All details should be accurate and provided by you, the homeowner. Clear Path Consulting is not a brokerage and does not provide valuations or representation.
SECTION 1 — Property Basics
(garage, driveway, carport, etc.)
SECTION 2 — Interior Features
Describe the main interior features
(Examples: open layout, natural light, hardwood floors, updated flooring, high ceilings)
List any interior upgrades or improvements
(Examples: updated kitchen, new HVAC, remodeled bathroom, new floors)
Describe the kitchen features
(Counters, cabinets, appliances, layout, updates)
(Condition, style, upgrades)
Primary bedroom / primary suite details
(Walk-in closet, ensuite bath, layout, size)
(Office, bonus room, finished basement, loft, etc.)
SECTION 3 — Exterior Features
Describe the yard / outdoor space
(Patio, deck, fencing, landscaping, usable areas
(New roof, exterior paint, windows)
(Pool, spa, RV parking, shed, garden beds, etc.)
SECTION 4 — Systems & Utilities
Age/condition of major systems
(If known: roof, HVAC, water heater, plumbing, electrical)
SECTION 5 — Location & Surrounding Area
Please share only factual, publicly known information. Avoid opinions or subjective statements about the neighborhood.
(Parks, trails, shopping centers, public transit, community features)
Well-known destinations within a short drive
(Popular stores, downtown area, recreational spots, etc.)
Notable updates or major developments in the area
(New retail, public facilities, expansion projects — only if publicly known)
SECTION 6 — Additional Seller Notes
Your favorite functional features of the home
Anything important a buyer should know
(Condition notes, improvements, maintenance details — factual only)
Anything else you'd like to note
SECTION 7 — Upload Property Photos
If you do not have these yet, that’s perfectly fine—please submit the form anyway. Once you receive them, you may either resubmit the form or provide them directly to your assigned consultant.
SECTION 8 — Compliance Disclaimer
I understand that Clear Path Consulting™ is not a real estate brokerage and does not act as my agent. All information in this form is provided by me and should be accurate. All materials created are using only the details I provide and publicly available information.
