Real Estate Professional Portal

Realtor Client Intake

Send Daniel your client's basic scenario. Daniel will connect immediately to review pre-approval options, run exact scenarios, and keep you in the loop on every milestone.

Quick Select Agent (America's Elite Group)View all agents

1. Your Information (Referring Agent)

Your Full Name *

Brokerage / Company *

Your Phone Number *

Your Email Address *

2. Client Contact Information

Client First Name *

Client Last Name *

Client Phone Number *

Client Email Address *

Target Town / City

Property State

3. Loan Scenario & Timeline

Loan Purpose

Purchase Timeline

Target Price Range

Additional Notes / Special Instructions

Privacy & Security Note: Do not enter SSN, bank account numbers, or tax returns in this form. Full financial documentation is handled securely through Daniel Metri's encrypted 1003 portal.

Daniel Metri · NMLS #2069883 · Direct: (551) 213-3509

Barrett Financial Group

Bergen County

Hudson County

Essex County

Passaic County

Morris County

Union County

Somerset County

Middlesex County

Realtor Client Intake

1. Your Information (Referring Agent)

2. Client Contact Information

3. Loan Scenario & Timeline