Property Purchase Questionnaire
So as to best assist you in your property journey please complete the following questionnaire.
Name
*
First Name
Last Name
Partner Name (if applicable)
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postcode
Phone Number
*
Secondary Number
E-mail
*
What type of property are you looking to purchase
*
Primary Residence
Investment Property
Commercial Property
Other
Are you a first home buyer?
*
Yes
No
Will you be selling a property also?
*
Yes, I/we will sell before purchasing
Yes, but will sell after purchasing
I/we are undecided as to whether to keep or sell
I/we have a property that we will rent out
No.
Do you require finance?
*
It is a cash purchase
Yes. I/we have pre-approval
Yes. I/we are yet to speak with a bank or mortgage broker
Would you like to be referred to a suitable broker or bank?
Yes
No
Do you have a solicitor or conveyancer you are planning to use?
Yes
No
Would you like to be referred to a suitable conveyancer?
Yes
No
What style of property are you looking for?
Residential
Rural/Lifestyle Property
Acreage/Farming
Apartment or Unit
Other
Give a brief description of the type of property you are looking for, or any key attributes.
Have you seen any properties so far that you have really liked? Or that seem to suit your criteria?
Yes
No
Property Address:
Website link if available
Property Address
Website link if available
Property Address
Website link if available
What couldn't you compromise on?
*
Have you spoken with your accountant and/or financial adviser?
Yes, Accountant.
Yes, Financial Adviser
No
Who is your Accountant?
Contact Person
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
Who is your Financial Adviser?
Contact Person
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
What is your primary investment objective?
Negative Gearing / Tax reduction
Cash Flow
Capital Growth
Development potential
What areas are you looking to purchase within?
Local Area Only
Metropolitan Only
Open to anywhere
Please list any specific locations you are interested in.
List as many areas as you like
What time frame are you looking to find a property within?
As soon as possible
within the next 2-4 weeks
1-3 months
3+ months
What budget are you looking to stay within?
*
What condition would you prefer to the property to be in?
Ready to move into - nothing to do
Some minor cosmetic work required
Minor stuctural changes
Full renovation
Other
Questions/Comments:
Were you referred to me by someone else? (I'd love to say thanks to them!)
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