Client Intake Form

INTAKE FORM
Educational Platform • Not Brokerage • Not Placement

SECTION 1 — BASIC INFORMATION

Full Name * Email Address * Phone Number (Optional)

SECTION 2 — HOUSING PROGRAM

Which program are you using?

City FHEPS Section 8 Other Not sure yet

Do you currently have an active caseworker / Housing Specialist?

Yes No Not sure

SECTION 3 — HOUSING STAGE

Where are you in the process?

Just starting Gathering documents Waiting for updates Searching public listings Preparing for inspection Feeling stuck / overwhelmed

SECTION 4 — DOCUMENT READINESS

Which documents do you already have?

ID Proof of income Voucher paperwork Caseworker / Housing Specialist contact info Lease packet (if applicable) I need help understanding what documents I need

SECTION 5 — MAIN CHALLENGES

What do you need the most help with?

Understanding the process Staying organized Finding safe public listings Avoiding scams Understanding program rules Staying calm during long wait times Communicating with agencies All of the above

SECTION 6 — MEMBER GOALS

What is your main goal right now?

SECTION 7 — SUPPORT PREFERENCES

Would you like reminders, checklists, or updates?

Yes, send me everything Only send important updates No reminders

SECTION 8 — AGREEMENT

I understand this membership provides educational guidance only I understand Macedon Realty does not provide brokerage or placement services I agree to the membership terms

Signature (Draw below) *

SECTION 1 — BASIC INFORMATION

SECTION 2 — HOUSING PROGRAM

SECTION 3 — HOUSING STAGE

SECTION 4 — DOCUMENT READINESS

SECTION 5 — MAIN CHALLENGES

SECTION 6 — MEMBER GOALS

SECTION 7 — SUPPORT PREFERENCES

SECTION 8 — AGREEMENT

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