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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17
What are your long-term real estate goals, if any?
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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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Ok
26
Type a question
27
All Emails
28
Any additional comments, questions, or things we should know about?
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Ok
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