Client Questionaire

Information Form

Please tell me a bit about yourself by filling out and submitting this form.
Name*

PrefixFirst NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Profession*
Name of Employer*
Date of Birth*

MonthDayYear
Date
Do you have a Spouse?

YesNo
Name

PrefixFirst NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Profession
Name of Employer
Date of Birth

MonthDayYear
Date
Where Do You Live Now?
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What Do You Like About Your current Home and Location?
Have You Purchased a Home Before?

YesNo
Tell me about the experience. Anything you would have changed? How Familiar would you say you are with the purchasing process in City/State/Province?
How Long Have You Been Looking For a Home?
What Resources Have You Been Using To Look For A Home? List All That Come To Mind.
Where are you looking to move to City/region? What features are you looking for in your new home? Provide as much detail as possible.*
How soon are you looking to move into your new home?*

0 to 3 months3 to 6 months6 to 12 months2 years and above
Have you considered pre-construction Properties?*

YesNoI’m open to the idea
Have you purchased Pre-Construction before?

YesNoI would like to learn about new investment opportunities within the region
Have You Been Out On Any properties Viewings With Any Realtor?*

YesNo
Have You Signed a Buyers Representation Agreement That Is Still Active?*

YesNo
Have You Been Pre-Approved?*

YesNo
Would you like a second opinion from one of our brokers? Just to see if they can do better on the rate.

YesNo
Would you like me to put you in touch with a few great mortgage brokers to help with this process?

YesNo
Being pre-approved can help your negotiation stance when submitting an offer to a seller and allow you to have a better chance at your offer being accepted.

It is also beneficial when you are looking to purchase pre-construction properties. It can eliminate a major step during the worksheet and signing phase and help you save time and ensure you get the rights to your unit faster.
What Are You Looking For In a Real Estate Agent?
Do you Have Any Questions or Notes for me?
Provide Any Extra Information You Would Like Us To Be Aware Of.
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Information Form