New Buyer/Investment Client Intake
Thank you for your consideration in choosing me to help you find your next home! I pride myself on providing value with my education on the home buying process, negotiating the best deal for you, and being available for all your needs from start to finish on your home journey. 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 Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse name (if applicable)
First Name
Last Name
*Spouse phone other
Please enter a valid phone number.
Format: (000) 000-0000.
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birthday
*Spouse Birthday (if applicable)
Email
example@example.com
*Spouse Email (if applicable)
example@example.com
Are you looking to:
Buy
Invest
How soon:
Please Select
Immediately
1-2 months
3-4 months
6-12 months
Just looking, not now
Best available time to schedule buyer consultation and showings? (Please check all that apply or specify)
Please Select
Weekdays (Monday-Friday)
Weekends (Saturday) (10am-4pm)
Morning 10am-11am
Afternoon 12pm-5pm
Afterhours 6pm-8pm
If you're looking to BUY, have you been preapproved for a mortgage?
Yes
No
Cash Buyer
Other
If yes, please provide the mortgage broker/lender info (Name, Phone Number & Email)
Upload Pre-approval Documents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Current credit score
Source of Income
Please Select
Full time employee
Part-time employee
Self Employed
Other
Property Type:
Single Family
Townhouse
Condominium
Investment Property
Commercial
Other
Number of Bedrooms
1
2
2
4
Number of Bathrooms
1
2
3
4
Price Range
Desired Location (preferred cities)
Is there any additional information that you can provide so that I can better service you?
How did you hear about me?
Facebook
Instagram
Referral
Website
Other
Referral Name/Source:
Thank you for contacting Homes By Berkeley
Please note that pertinent documents are needed to be efficient and effective in servicing you*
Government Photo ID
Last 2 most recent check stubs
Last 2 years W2's
Last 2 years tax returns
Last month bank statements
All documents will be submitted to preferred lenders secure link that will be provided
Confirmation email will be sent with address/zoom link after appointment is confirmed
Please allow up to 24-48 hours for responses during officer hours
I UNDERSTAND & AGREE TO THE TERMS AND CONDITIONS
Submit
Should be Empty: