Home Buying Needs Assessment

Client Needs Assessment

This form is pivotal in assessing the type of property you will be interested in so that we don't waste your time with meaningless recommendations. Once completed, you will be contacted by a member of our team to assist you further. Thank you!
Initial Information

How do we reach you? A little more information about your situation.
What is your Full Name?

First NameLast Name
What is your Email?
example@example.com
What is your Phone Number?

Area CodePhone Number
Who will be living in the home with you?
total occupants
Will anyone else be buying the home with you?
Anyone else who will be on the title with you
Do you have any pets? If so, what kind and how many?
Home Buying Status

A few questions about where you are in the process of buying your home.
What is prompting your move? (relocating, lease ending, looking for a house, etc.)
How long have you been searching for your home?
Are you currently working with a Realtor?
Have you been Pre-Approved by a lender yet?
Do you also have a home you currently need to sell?
Non-Negotiable Needs

These are the dealbreakers that we absolutely cannot leave out of the home search process.
When is the EARLIEST you NEED to move into your new home?

MonthDayYear
Date
What is your price range for the new home you hope to purchase?
ex. $300,000-$700,000
How Many Bedrooms does your ideal home NEED?
Select the minimum number of bedrooms
How Many Bathrooms does your ideal home NEED?
Select the minimum number of bathrooms
How Many Garage spaces does your ideal home NEED?
Select the minimum number of bathrooms
Where do you NEED to live?
i.e. City or Zip Code
What are the Must-Have features in your ideal home?
Type each feature in it's own line and remember these are the absolute necessities.
Are there any other preferences you may have or any special information you would like to provide?
Specific Neighborhoods, Any Hiccups that might slow the process down, etc.
Client Desires

These are the things you would LIKE to have that you don't necessarily NEED.
What features would you like to have in your new home ideally? i.e. Pool, Large Yard, Open Kitchen, Three Car Garage, Fenced Yard, etc.
Financial Information

This is just to give us a Bird's Eye View of where you stand.
What is your total monthly household gross (pre-tax) Income? Please include all VERIFIABLE income in your household.
How much are you able/willing to put as a downpayment?
Total amount able to put down by closing
Additional Needs
Would you like information from one of our partners on getting your credit fixed?
Would you like information from one of our partners on getting you pre-approved for your mortgage?
Would you like information from one of our partners on getting movers hired?
Would you be willing to sign a loyalty agreement prior to working with us? This agreement protects us AND you so that you get the service you deserve and we know you will be working exclusively with us for the determined time period.
Should be Empty:

Client Needs Assessment

Initial Information

Home Buying Status

Non-Negotiable Needs

Client Desires

Financial Information

Additional Needs