Client Questionaire

Information Form

Please tell me a bit about yourself by filling out and submitting this form.
Name

PrefixFirst NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Profession
Name of Employer
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Do you have a Spouse?
Name

PrefixFirst NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Profession
Name of Employer
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Where Do You Live Now?
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What Do You Like About Your current Home and Location?
Have You Purchased a Home Before?
Tell me about the experience. Anything you would have changed? How Familiar would you say you are with the purchasing process in City/State/Province?
How Long Have You Been Looking For a Home?
What Resources Have You Been Using To Look For A Home? List All That Come To Mind.
Where are you looking to move to City/region? What features are you looking for in your new home? Provide as much detail as possible.
How soon are you looking to move into your new home?
Have you considered pre-construction Properties?
Have you purchased Pre-Construction before?
Have You Been Out On Any properties Viewings With Any Realtor?
Have You Signed a Buyers Representation Agreement That Is Still Active?
Have You Been Pre-Approved?
Would you like a second opinion from one of our brokers? Just to see if they can do better on the rate.
Would you like me to put you in touch with a few great mortgage brokers to help with this process?
Being pre-approved can help your negotiation stance when submitting an offer to a seller and allow you to have a better chance at your offer being accepted.

It is also beneficial when you are looking to purchase pre-construction properties. It can eliminate a major step during the worksheet and signing phase and help you save time and ensure you get the rights to your unit faster.
What Are You Looking For In a Real Estate Agent?
Do you Have Any Questions or Notes for me?
Provide Any Extra Information You Would Like Us To Be Aware Of.
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Information Form