2772977 - Pre-Consultation Questionnaire

Pre-Consultation Questionnaire

Looking forward to meeting with you! We have just a few questions to better help us prepare for our meeting. Your answers will help us get to the heart of the conversation faster by having the background details and your criteria in advance!
What's your name? (So we know who's filling out this form.)

First NameLast Name
What's your email address so we can follow up with a recap of our conversation?
example@example.com
And your phone number so we already have it on file if and when you decide to work with us!
Please enter a valid phone number.Format: (000) 000-0000.
Any other decision makers whose names we should know? (Leave blank if none.)
This could be a spouse, other trustees, or anyone you are purchasing/selling with. Please include their relationship to you.
If there are other decision makers, please enter their contact info below.
Phone and/or email address, please!
Which Monday Team agent are you meeting with? (This helps our admins put your info in the right place!)
What type of meeting is this?
- What are your must-haves in a new home?
- What are your nice-to-haves?
- Are you looking for a single-family home, condo, multi-unit, investment property? Some combination?
- Are you financing the purchase of a home? If so, have you met with lenders?
- What purchase price have you been pre-approved for? How much money do you have for a down payment?
- What is your comfort range in terms of monthly payments?
- Will all the decision-makers be present at our meeting?
- How did you hear about me and my team? (If it was a personal recommendation, be sure to let us know their name so we can thank them!)
- What are three things you expect from a realtor?
- Are you setting other appointments? If so, with whom and when?
- Rate your home on a scale of 1-10.
  
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  1 is Worst, 10 is Best
- What would make it a 10?
- How much do you think your house is worth?
- Approximately how much do you owe on your mortgage?
- How much do you want to net on the sale of your home?
- Are you up-to-date on your mortgage payments?
- How soon do you want to sell your home?
- Will all decision makers be at the meeting?
- How did you hear about me and my team? (If it was a personal recommendation, be sure to let us know their name so we can thank them!)
- What are three things you expect from a realtor?
- Who else are you meeting with to discuss the sale of your home?
- Rate your current home on a scale of 1-10.
  
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  1 is Worst, 10 is Best
- What would make it a 10?
- How much do you think your house is worth?
- Approximately how much do you owe on your mortgage?
- How much do you want to net on the sale of your home?
- Are you up-to-date on payments?
- How soon do you want to sell your home?
- What are your must-haves in a new home?
- What are your nice-to-haves?
- Are you looking for a single-family home, condo, multi-unit, investment property? Some combination?
- Are you financing the purchase of a home? If so, have you met with lenders?
- What purchase price have you been pre-approved for? How much money do you have for a down payment?
- What is your comfort range in terms of monthly payments?
- Will all the decision-makers be present at our meeting?
- How did you hear about me and my team? (If it was a personal recommendation, be sure to let us know their name so we can thank them!)
- What are three things you expect from a realtor?
- Are you setting other appointments? If so, with whom and when?
- Are you a first-time investor?
- Do you currently have a portfolio? If so, when and where was your last purchase?
- What books about investing have you recently read/are your favorites? What investing podcasts do you listen to?
- On a scale of 1-5, how important is appreciation?
  
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  1 is Not important, 5 is Very important
- On a scale of 1-5, how important is cash flow?
  
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  5
  
  1 is Not important, 5 is Very important
- Where do you live?
- Why invest in the Bay Area?
- Will you self-manage your property or hire property management?
- Will you be financing, or paying with cash or hard money?
- Are you flipping? If so what margins are you looking for? Do you have a crew? Will you list with us when you're done?
- What are your short-term and long-term money goals?
- What are your time goals?
- Do you need to do a 1031 exchange? If so, what are the deadlines?
- Will you purchase under your name? A business name? LLC?
- What's your preferred formula for analyzing property?
- Are you working with or talking to other agents?
- Should be Empty: