MI
Michigan Real Estate — Client Intake

Your Michigan Property
Journey Starts Here

Whether you're planting roots, making a move, or building your portfolio — I want to understand your full picture before we begin.

Lisa Addo · Global Real Estate Advisor · Signature | Sotheby's Intl Realty
Section 01 of 06

Nice to Meet You

Let's start with the essentials so I can reach you and understand your background.

Section 02 of 06

Where Are You In the Process?

Understanding your role and timeline helps me give you exactly the right support at this stage.

Michigan law requires disclosure of existing agency relationships. There's no wrong answer.

Past experiences, concerns, things that didn't go well — I want to understand your starting point.

Section 03 of 06

Tell Me About The Property

What you're looking for — or what you have. Michigan has incredibly diverse markets, so the more specific you are, the better.

Select all that apply.

E.g. Detroit, Ann Arbor, Birmingham, Bloomfield Hills, Grand Rapids, Traverse City, Grosse Pointe, Northville, Lake Michigan shoreline…

— Sellers & existing owners — skip if not applicable —

Full address preferred, or city / neighborhood if you'd rather not share it here.

Bedrooms

Bathrooms

Approx. sq ft

New roof, updated kitchen, finished basement, waterfront access, new HVAC — anything that adds value.

Helps me understand your priorities and timeline. No wrong answer.

Section 04 of 06

The Life You're Designing

A home should fit your life — not the other way around. Help me understand who you are and what you're building.

◆

This section matters most to me.

Great real estate isn't about the deal — it's about putting you in the right environment to thrive. These questions help me go beyond the listing sheet.

What does a Saturday morning look like? What's the view from your kitchen? How does it feel when you come home?

A fresh chapter, financial growth, putting down roots, freedom — whatever is true.

School districts, commute routes, specific employers, faith communities, accessibility needs — anything that should shape where we look.

Section 05 of 06

Budget & Financial Position

Let's talk numbers candidly. This stays confidential and helps me show you properties at the right level.

Confidentiality notice: All financial information provided here is held in strict confidence and used solely to identify suitable properties. It will not be shared without your explicit written consent.

Minimum

Maximum

Currency

Section 06 of 06

Out-of-State Needs, Fees & Agreement

Almost done. Let's make sure we've captured everything — including any needs beyond Michigan — and confirm we're aligned to move forward together.

Sotheby's International Realty Network

Do you have real estate needs outside of Michigan?

Through the Sotheby's International Realty network, I can connect you with top-tier agents in all 50 states and 81 countries. If you're buying, selling, or investing elsewhere, I'll personally make that introduction.

State, country, or region — be as specific as you'd like.

3%
Buyer's Agent Commission — Michigan Standard

Under Michigan real estate law and NAR guidelines, buyer's agent commission is negotiated and disclosed in writing prior to showing properties. My standard rate is 3% of the purchase price, paid by the seller in most transactions. For listings, a separate listing agreement will outline the commission structure.

  • A written Buyer's Agency Agreement is required before property showings under current NAR rules
  • Commission is typically paid at closing from sale proceeds
  • Seller-side listings: commission structure outlined in your listing agreement
  • All terms are negotiable and will be documented in writing before we begin

Michigan Disclosure Notice: Under the Michigan Occupational Code and LARA regulations, real estate agents are required to disclose their agency relationship to all parties. You have the right to be represented by your own agent. This form does not constitute a binding agency agreement — a separate written agreement will be required before services begin.

NAR Buyer's Agreement Notice (August 2024): Per new NAR settlement rules, a written Buyer Representation Agreement must be signed before any property showings. This agreement will clearly state the compensation, scope of services, and duration of representation.

Fair Housing Act: Lisa Addo and Signature | Sotheby's International Realty are committed to equal housing opportunity. We do not discriminate on the basis of race, color, religion, sex, national origin, disability, familial status, or any other protected class under federal, state, or local law.

Data Privacy: Information provided in this form is used solely to assist with your real estate transaction. It will not be sold or shared with unrelated third parties. You may request deletion of your information at any time.

Type your full legal name as your digital acknowledgment of the above.

Thank You,
Friend

Your intake has been received. I'll review everything carefully and be in touch within 48 hours to schedule our first conversation.

Let's find your Michigan property.

Lisa Addo · Global Real Estate Advisor · Signature | Sotheby's Intl Realty