Real Estate - Vanessa Kelly

Investor Intake Form

This form helps us understand your investment goals, confirm readiness, and determine whether we’re a fit to work together on on-market and off-market opportunities.

First Name*

Last Name*

Email Address*

Company / Entity Name (if applicable)

Company Website

Phone Number*

How did you hear about PrettyListedATL?*

Target Markets (city, neighborhood, or zip codes)*

Property Type(s)*

Purchase Price Range*

Ideal Condition: Turnkey, Light Rehab, Heavy Rehab, Tear Down/Value Add*

Minimum Monthly Cash Flow Target (if buy & hold)

Target Cap Rate (if applicable)

Max % of ARV willing to pay

Preferred Hold Period: Short-term, Long-term, Flexible*

How will this purchase be funded?*

Proof of funds or lender letter available?*

Timeline to Purchase: 0–30 days, 31–60 days, 61–90 days, 90+ days*

Are you the final decision maker? If no, please explain*

What do “off-market” properties mean to you? Direct seller opportunities | Pocket listings / quiet market | Not publicly advertised | Open to all*

Anything else we should know about your goals or criteria?

Are you currently working with another agent?*

How do you typically compensate agents you work with?*

Are you open to signing a Buyer Brokerage Agreement if we move forward?*

I understand that sourcing on-market and off-market investment opportunities requires a formal agreement and clear expectations around compensation. (Initial)*