Buyer/ Investor Client Intake Form

Contact Roshemia Peterson, P.A. Realtor

Thank you for your consideration in choosing me to help you find your next home! As your realtor, you'll be offered top priority service, professionalism and elite guidance that will help direct you on making the best decision for your needs. By completing this form you will provide me insight on what you are looking for. Thank you again and I look forward to servicing you!
Name*

First NameLast Name
Phone Number*

Area CodePhone Number
Email*
example@example.com
Your Birthday*

MonthDayYear
Date
Spouse Name (if applicable)*

First NameLast Name
Spouse Phone Number*

Area CodePhone Number
Spouse E-mail*
example@example.com
Spouse Birthday*

MonthDayYear
Date
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Are you looking to:*

BuyInvestCommercial
How soon?*

Immediately1-2 months3-6 months6-12 months
Best available day/time to schedule Buyer Consultation and Showings (Please check all that apply or specify)

Weekdays (Monday-Friday)Morning (8a-11am)Afternoon (12pm-4pm)Evenings (5pm-10pm)Weekends
If you are looking to BUY have you been pre-approved for a mortgage/financing?

YesNoCash Buyer
If Yes, Please provide the Mortgage Lender information (Name, Phone Number, & Email)*
Current credit score*
Source of Income

Full Time EmployeePart Time EmployeeSelf-EmployedOther
Estimated Annual Salary
Length of Employment

Less than a year2 years of more
Explain any gaps in employment and/or career/job/position changes.
Property Type*

New ConstructionSingle Family ResidenceTownhomeCondominiumInvestment Property/MultifamilyCommercial/Business
Number of Bedrooms*
Number of Bathrooms *
Price Range
Desired Location
Preferred Cities
Commercial Property Type
Commercial Property Detail (Sqft. Type of Business)
Home Ownership Goal Date:

MonthDayYear
Date
Is there any additional information that you can provide so that I can better service you?*
How did you hear about me?*

FacebookInstagramReferralOther
Referral Name Source
Thank you for contacting Roshemia Peterson, P.A. Realtor

* Please note that pertinent documents are needed to be efficient and effective in servicing you*
Required documents for Buyer Consultation and/or Commercial Financing*

Government Issued IDLast 2 most recent pay stubsLast 2 years tax return (only if self employed)Last 2 months bank statementAll documents will be submitted to preferred lenders secure link that will be provided.Confirmation email will be sent with address / zoom link after appointmentis confirmed.Please allow up to 24-48 hours for responses during office hours.I UNDERSTAND & AGREE TO THE TERMS AND CONDITIONS.
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Contact Roshemia Peterson, P.A. Realtor