Buyer Questionnaire: So You're Buying A Home

Buyer Questionnaire: So You're Buying A Home

Please take a few minutes to complete this questionnaire thoroughly and to the best of your ability in order to make the most of our meeting! It will help me serve you better throughout the process. I appreciate you taking the time to do this! Helpful tip: You can use the "tab" key to easily move through the questions.
Email
example@example.com
How did you hear about me?
If you were personally referred to me, please mention by whom:
Tell Me About Yourself
Name

First NameLast Name
Spouses/Significant Other Name

First NameLast Name
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
If we asked your best friend to describe you, which of the following statements would they choose?
If we asked you to describe your spouse/partner, which of the following statements would you choose?
Are you currently working with an agent? If yes, who?
What community activities are important to you & your family?
Allergies we should know about (Specifically any animal or food allergies)
Communication

Please tell me how we can best communicate with you
Are you on social media?
Your Preferred Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouses/SO Preferred Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Preferred Email
example@example.com
Spouses/SO Preferred Email
example@example.com
Preferred Method Of Communication
Best Time To Contact You
Your birthdate

MonthDayYear
Date
Employer's Name
Work Address
Spouse's/SO birthdate

MonthDayYear
Date
Spouses/SO Employer's Name
Spouses/SO Work Address
Your New Home

Select all that apply
Type
What is your main reason for buying a home now?
Please describe the items you NEED in a home; If it does not have the following, you will not buy the home. For instance, at least 3 bedrooms, basement, minimum sq. ft., etc...
Please describe the items you WANT in a home; These are preferred options but you may still buy the home. For instance, 2 car garage, sitting room, 1 acre lot, etc...
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?
Do you have a preferred school zone? If yes, which ones?
Are there any other things or people your home needs to accommodate? Ex: Mother-In-law suite, pets, etc...
Who else will be involved in helping yo make this decision, and will they be making this move with you?
Do you have any hobbies or collections that need a place in your home?
What do you like to see in a neighborhood?
If you will be commuting to work, how long is too long for a commute and where you will commute to?
Have you done any research on your own? What specifically? (Ex; Open houses, online browsing, etc...)
Have any specific homes caught your eye? If so, please list the properties (address or MLS #s).
How long do you plan to be in your future home?
Time Frame To Buy
Are you relocating from another city or state? If yes, where from?
If you rent, when is your lease up?
Have you previously owned a home or other real estate?
Do you currently own a home? If so, do you need to sell first and is it on the market?
What is your time frame for moving?
Why is that an important time frame for you?
What will you do if you do not find a home within that time frame?
Financing
What is your payment method?
Have you been pre-approved by a lender? With whom?
If no, would you need to be put in touch with a lender?
What's your desired price range and monthly payment comfort level?
How much do you plan to provide as a down payment?
Misc Questions
How will this home fit into your larger financial and personal goals?
If you have bought a home before, what worked well for you? What would you rather not repeat?
How can we make this process as smooth as possible for you?
What questions or concerns do you have?
Do you understand how the agent who helps you find and purchase your home is paid?
It's Time to Meet and Greet!

Our next step will be to set up a meeting to discuss the best strategy to meet your goals
When would you like to meet?
Is there anything else you would like us to know?
Should be Empty:

Buyer Questionnaire: So You're Buying A Home

Tell Me About Yourself

Communication

Your New Home

Time Frame To Buy

Financing

Misc Questions

It's Time to Meet and Greet!