Buyer Intake Form
Lets Get Started.
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First Name
Last Name
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Let's get some basic information first.
What is your email?
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example@example.com
What is your best contact number?
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Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method?
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Text
Email
Phone Call
Do you plan to have a co-buyer for this purchase?
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Yes
No
Let's get some information on your co-buyer.
Please.
What is their name?
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First Name
Last Name
What is their email?
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example@example.com
What is their best contact number?
Please enter a valid phone number.
Format: (000) 000-0000.
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Okay! Now let's find out a little bit more about you.
Current Address
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Street Address
Street Address Line 2
City
State
Zip Code
What best describes you? (check all that apply)
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First time home buyer
Currently renting
Flexible living situation (with parents, at school, military, etc)
I currently own my home now, but looking to upgrade
Looking to downsize
I have a home to sell
Other
How did you find KG?
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I have worked with KG in the past
I am a friend of KG
Referral
Internet Search
Reading Reviews
Social Media
Other
Who referred you?
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Who do you know at KG?
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Please Select
Ryan
Stas
Jay
Lindsay
Grace
Great! We will talk through that when we sit down.
When is your lease up? If month to month, put the soonest you can get out of your lease.
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/
Month
/
Day
Year
Date
What is your current monthly rent?
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If needed, can you go month to month, or are you currently on month-to-month?
Yes
No
When would you like to be in your new home?
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ASAP
3-6 months
7-12 months
Over a Year (it's always good to start with a plan)
What is your preferred time to view properties? (Select all that apply)
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Weekdays
Only Nights and Weekends
I can be flexible
Have you seen any homes in person yet (including open houses)?
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Yes
No
How were you viewing homes in person? (Select all that apply)
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Open Houses
A realtor I found online (Zillow, Google, etc)
A realtor I found elsewhere
Through a friend or family member
Direct through the owner
Other
What sites have you been using to search for homes?
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Lets start with the house basics
How long you plan to live in your next home?
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0-3 years
3-10 years
10+ years
Desired beds and baths?
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Ideally, what is the minimum square footage would you want?
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Can you paint us a picture of your perfect home?
What is your desired town or neighborhood?
Let's play matchmaker! What do you like to do for fun? This will help us suggest areas for you if needbe.
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Let's gather some quick financial information.
What is your ideal price range?
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How much do you have saved towards the home buying process?
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For down payment and closing costs
How much do you plan to put as a down payment?
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You may put $ amounts or % or both
Is there anything else we should know about the finances being used for the purchase?
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How do you plan to finance your home?
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Conventional Loan (most common)
FHA Loan (typically first time home buyers with low down payments)
Cash (not obtaining a mortgage)
VA (for military and veterans)
No clue, please help.
Have you received a pre-approval from a lender?
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Yes
No
That's ok! We can help you get one!
Which lender did you receive the pre-approval from?
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How much was the pre-approval for?
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Just one more question!
What are your Top 3 expectations when working with a realtor?
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Submit
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