Buyers Information Form

Congratulations! You have taken the first step in home ownership! Please complete the following questionnaire and return it to us as soon as possible. Exchanging this information prior to seeing properties helps us find exactly the right home for you. In addition to relating the physical requirements you want in your desired home, this questionnaire will help clarify what's really important to you, the style and values that affect the choice of the home you purchase.
About You
Full Name*

First NameLast Name
E-mail*
example@example.com
Cell Phone Number*
Format: (000) 000-0000.
Birth Date

MonthDayYear
May I call or text you?
Best time to call
Spouse/Partner Full Name

First NameLast Name
Cell Phone Number
Format: (000) 000-0000.
E-mail
example@example.com
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
About Your Family
Names and Ages Of People Who Will Be Moving With You
Names/Ages
Do You Have Pets

Other
Are you the only decision maker when it comes to the purchase of this home?

Other
Why are you moving?

Other
How soon are you looking to buy a home

Other
Your Dream Home
LOCATIONS & NEIGHBORHOODS OF INTEREST
Are schools important to you?

School District You Prefer
Type Of Home
Number Of Bedrooms
Number Of Bathrooms
Desired Features

Other
When is the best time for you to view homes
Notes You Want Me to Know
Financial Matters
What type of Employment do you have?
What is your adjusted gross income from last year? If financing with spouse or partner use both adjusted gross income.
You can get this from you last Tax Return Form 1040 line 36
Other Income
Other Income
Year To Date Income
How much money do you have saved towards a major purchase, such as a home? Its ok if you have $0. I can help with that.
Do you have a 401k or IRA

Other
Do you have anyone that would be willing to be a co-borrower?
Have you ever filed bankruptcy
If YES, when was it discharged?

MonthDayYear
Do You Have Student Loans
Are they In Deferment

Until When?
If you are already Pre-Qualified, What is the name and number of your Mortgage Professional
Full Name

First NameLast Name
E-mail
example@example.com
Phone Number
Format: (000) 000-0000.
I work with some great loan officers who offer competitive rates and grants, can I have someone contact you about financing?
Currently, to be mortgage ready you need at least a 620 credit score, If you are not mortgage ready would you consider working with a credit restoration company that can get you ready within 3-6 months?
Are you a Small Business Owner?
Do you currently provide a product or service?
If so, do you mind sharing what it is? I love supporting and sharing small businesses!
We Love Referrals!
Who Referred You?
Our Business Thrives from referrals!!! Do you know anyone else who is in the market to buy a home or sell a home? *If you know of anyone who we can help, let us know! We are never too busy for your referrals! Please type their name and number
Full Name

First NameLast Name
Phone Number
Format: (000) 000-0000.
Full Name

First NameLast Name
Phone Number
Format: (000) 000-0000.
Should be Empty:

About You

About Your Family

Your Dream Home

Financial Matters

Are you a Small Business Owner?

We Love Referrals!