BUYER’S INTAKE FORM
FROM GOALS TO SOLD
Name
*
First Name
Last Name
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
-
Area Code
Phone Number
Are you Married?
*
Please Select
Yes
No
Spouse Name
First Name
Last Name
Spouse Email
example@example.com
Spouse Address (If Different from above)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Tell Me About Your Home
Indicate Price Range
*
$-$$$ USD
Do you have enough funds in your account to cover earnest money? (Will discuss in detail on consultation call)
Yes
No
Have you been approved by a lender?
*
Please Select
Yes
No
If Yes Specify Lender Name
Are you currently working with another agent?
*
Please Select
Yes
No
Will this be your primary residence?
Please Select
Yes
No
Are you looking to lease residential or commercial property?
Yes
No
If yes, and commercial, explain your budget and use of property…
Do you need to sell a property before you can purchase another?
Yes
No
How soon do you want/need to be in a new home?
Are you interested in investment property?
Yes
No
What method of payment do you prefer?
Please Select
Cash
Loan
Preferred style of home
Single occupancy house
Apartment/Loft
Flat
Ranch Style
Bungalow
Split Level
Duplex
Number of Bedrooms
*
Number of Bathrooms
*
Square Feet
Enter a range (ex: 1000-2000)
Acres
Enter a range (ex: 1000-2000)
Amenities
Central Air Conditioning
Gas Appliances
Electric Appliances
Sky Lights
Garage
Porch
Swimming pool
Fireplace
Other
Specify additional amenities
Additional Information
Tell Me About Your Credit
How would you rate your score? (*range based on experian flow chart)
Excellent (850-800)
Very Good (799-740)
Good (739-670)
Fair (669-580)
Needs Work(579-below)
Have you purchased a big ticket item recently? (Ex. Car, motorcycle, boat, investment prop, opening new credit, etc)
Yes
No
Signature
Submit
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