Buyer Worksheet

1
Your Contact Info* This field is required.
Name
Phone
Email
Please Select
Please Select
Phone
Email
Preferred Contact Method
2
Your Professional Info
Company
Title
3
Anyone else involved in the decision-making process?* This field is required.
YESNO
4
Additional Buyer Contact Info* This field is required.
Name
Phone
Email
Relationship
5
Anyone else involved in the decision-making process?* This field is required.
YESNO
6
Additional Buyer 2 Contact Info* This field is required.
Name
Phone
Email
Relationship
7
How did you hear about us?* This field is required.
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8
Have you already connected with a specific team member?* This field is required.
YESNO
9
If so, who?* This field is required.
10
Have you been working with another agent here or in another geographic area?* This field is required.
YESNO
11
Which agent(s)?* This field is required.
12
Have you worked with an agent before? Was it a positive or negative experience?* This field is required.
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Ok
13
Do you currently rent or own?* This field is required.
RentOwn
14
Must you sell before buying?* This field is required.
YESNO
15
What are your reasons and motivation for wanting to buy a home? Why now? Ideal timing?* This field is required.
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Ok
16
How long have you been looking? Have you written any offers or seen any property in person yet?* This field is required.
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Ok
17
What are your long-term real estate goals, if any?
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Ok
18
Concerns about the process?
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19
Budget and Financing* This field is required.
Anticipated Price Range?
Please Select
Please Select
Cash
Financing
Cash Purchase or Financing?
Please Select
Please Select
Yes
No
N/A
Preapproved?
Amount of down payment available?
20
Are you working with a lender?* This field is required.We can recommend experienced, local lenders if you’d like a referral.
YESNO
21
Please provide lender name and company.* This field is required.
22
Tell us about the home you want to buy.* This field is required.e.g. Neighborhoods, type of property (single-family, condo, TIC, loft, multi-unit), investment or to live in, minimum # bedrooms and bathrooms, ~ square footage, general condition (totally remodeled and move-in ready, dated/cosmetic improvements needed, total fixer-upper, etc.). If you don’t know exactly what you want or what your budget gets you, that’s OK too! We can discuss and help you narrow the focus.
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23
What are must-have features for your new home? If you had to compromise, what could you live without?* This field is required.
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Ok
24
Why us? What are you looking for in a buyer agent?* This field is required.
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Ok
25
When would you like to get started?
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26
Type a question
27
All Emails
28
Access to Standard San Francisco and California Real Estate Forms

Transparency is important to us. Upon request, we are happy to provide access to sample San Francisco and California real estate forms for your review. Let us know if you're interested during our initial consultation.
29
Any additional comments, questions, or things we should know about?
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Access to Standard San Francisco and California Real Estate Forms