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Client Portal
Intake form
Help us serve you better
Name
*
Email address
*
What is your investment experience level?
Select
Beginner
Intermediate
Advanced
Which investment strategies are you interested in?
Please select at least one option.
Buy and Hold
Fix and Flip
Rental Properties
Commercial Real Estate
Real Estate Investment Trusts (REITs)
What is your primary investment goal?
Select
Wealth Building
Passive Income
Retirement Planning
Tax Benefits
Diversification
What is your estimated investment budget?
Select
Under $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
Over $500,000
Are you currently working with any real estate professionals?
Select
Yes
No
What type of support are you seeking from the alex guest system?
Please select at least one option.
Automated CRM Tools
Video Training
Funding Connections
Real Estate Deal Support
How did you hear about us?
Select
Social Media
Search Engine
Referral
Advertisement
What is your preferred method of communication?
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Email
Phone
Text
Video Conference
Do you have any specific questions or concerns?
Additional questions or comments
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