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1
Buyer One
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First Name
Last Name
Phone Number
Email Address
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2
Buyer Two
First name
Last name
Phone Number
Email Address
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3
Children/Dependents
Do you have any children or dependents?
Yes
No
Yes
No
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4
Further Buyer Information
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5
How did you find us?
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6
Are you working with another agent?
Yes
No
Yes
No
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7
How do you envision us working together?
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8
Current Living Situation
I own and need to sell before buying
I own and don't need to sell before buying
This is a second or third home for us
I rent and my lease is up in 1 month
I rent and my lease is up in 2-3 months
I rent and my lease is up in 4 months
I rent and my lease is up in 5 months
I rent and my lease is up in 6 months
I own and need to sell before buying
I own and don't need to sell before buying
This is a second or third home for us
I rent and my lease is up in 1 month
I rent and my lease is up in 2-3 months
I rent and my lease is up in 4 months
I rent and my lease is up in 5 months
I rent and my lease is up in 6 months
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9
How do you plan to finance the purchase?
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10
Pre-Approval status
I am already pre-approved
I am working with a Mortgage Broker
Please introduce me to a Mortgage Broker
I am already pre-approved
I am working with a Mortgage Broker
Please introduce me to a Mortgage Broker
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11
Expected down payment?
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12
What is you ideal timeline for the purchase?
ASAP
1-2 Months
2-3 Months
3-6 Months
6+ Months
ASAP
1-2 Months
2-3 Months
3-6 Months
6+ Months
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13
Primary motivations for buying a home?
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14
How long have you been looking?
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15
Anything getting in the way of you being able to act when you find the right home?
Yes
No
Yes
No
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16
We see this as a long-term relationship where we can help you create your dream real estate portfolio. For example, some people are looking to purchase a home and live in it forever, while others are interested in a "starter home" which will help them to move up to their "dream home" down the road. Some are looking for investment property as a part of their larger financial plan.
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17
Buyer Home Search Information
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18
What type of home are you interested in? Check all that apply.
Single family home
Loft
Condo
TIC
Multi-Unit
Move-In Condition
Cosmetic Upgrades OK
Fixer Upper
Other
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19
Anticipated price range?
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20
Three features you must have in your new home.
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21
If you had to make a compromise....
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22
Minimum # of bedrooms?
1
2
3
4
5+
1
2
3
4
5+
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23
Minimum # of bathrooms?
1
1.5
2
2.5
3
3.5
4+
1
1.5
2
2.5
3
3.5
4+
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24
Minimum # of garage spaces?
Don't need a garage
1 Car Garage Minimum
2 Car Garage Minimum
Don't need a garage
1 Car Garage Minimum
2 Car Garage Minimum
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25
Minimum square footage?
1000 sq feet
1200 sq feet
1500 sq feet
1800 sq feet
2000 sq feet
2300 sq feet
2500 sq feet
3000 sq feet
3500 sq feet
4000 sq feet
4500 sq feet
5000 sq feet
5500 sq feet
6000 sq feet
1000 sq feet
1200 sq feet
1500 sq feet
1800 sq feet
2000 sq feet
2300 sq feet
2500 sq feet
3000 sq feet
3500 sq feet
4000 sq feet
4500 sq feet
5000 sq feet
5500 sq feet
6000 sq feet
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26
Which of the following do you want in a home? Check all that apply.
Pool
Hot Tub
Room for a pool but not there currently
Water, canal to direct ocean access is a must
Water access of some kind for small boat. Example: canal, river, lake, pond. Ocean access plus but not a necessity
Kitchen - open concept not a galley
Higher ceilings (more than the normal 8 feet)
Turnkey homes, needs zero work
Home needs some work but partially remodeled
Open to larger renovation that would need permits and require a GC if I can get the location I want for better price.
Proximity to beach
Proximity to dog parks
Proximity to private school
Proximity to public school
Proximity to freeway
Proximity to airport
In-law suite
Handicap capability
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27
Anything else a "Must Have"?
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28
Anything else a "Nice to Have"?
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29
Neighborhoods/Areas of interest
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30
Are you interviewing other buyer agents?
Yes
No
Yes
No
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31
Additional comments or things we should know about how you'd like to proceed?
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32
Other
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