Performance Team - Buyer Intake Form

Wanting to buy a home in your Area?

This form helps us to get to know you and your family! Knowing what your wants and needs are will help us to give you the best service and attention possible throughout our time together.
What AGENT are you working with?*

Name(s)*
Enter your name
Current Living Address - Where we can send you mail.*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Spouse's Name
Spouse's Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Preferred method of communication*
Are you a 1st time home buyer?*

YESNO
What will the purpose be of your new property?*

Primary residenceInvestment propertySecond home/vacation homeOther
What is your reason for buying/selling?*
Do you need to sell a house before you can purchase another?*

YesNoIt’s on the marketUnsure, need to talk to a lender.
Main point of contact*
How did you hear about us?*
What is your ideal move in date?*

MonthDayYear
Date
What services would help your move easier?
What is your budget?*
Tell us a little bit about yourselves?*
What brings you to DFW? Kids? Pets? Favorite colors? Do you like The Office? Birthdays? Anniversaries?
What would your ideal home be? Wants and needs*
Have you seen anything you like recently? What specifically peaked your interest in this property? Bedrooms? Bathrooms? # of Stories? Sqft min and max. Master on main? Age of Home? etc.
Have you spoken to a lender yet?*

Yes, we are pre-approvedNo, will need a local recommendationWe are using cash
If pre-approved, what amount have you been pre-approved for?
Please share your lenders contact info below if we have not discussed this yet.
What is the amount you're pre-approved for? Comfort amount?
Are you eligible for a VA home loan?*

Served at least 90 consecutive days of active service in wartime or 181 days of active service in peacetimeMembers of the National Guard and Reserve who have served at least 6 yearsSpouses of veterans who died in the line of duty or as a consequence of a service-related injuryNone of the above
Are you currently renting?*
Monthly Rent ($)*
Do you currently own a home?*
What is the desired area you'd like to be in?*
What is your commute to work look like? What would you like it to be? (we can discuss more once we book a zoom call to go over areas)
Must Haves in Your Home? Select all that apply*

OfficeGarageFormal DiningGame Room or LoftPoolOpen floor planGas Cooking preferredKitchen IslandMaster on MainFlooringYard Size
Is there anything that is a no go for you, i.e. if the house doesn't have it, it's off the list?*
How would you rate where you are in the home search process? *

1

2

3

4

5

6

7

8

9

10

1 is Just curious, 10 is Ready to buy today!
If you chose any other number besides 10, what would have to happen for you to be a 10? (e.g., have to save for a down payment, waiting for child to graduate, we need to find the right home, need my parents' approval, need to sell our current home, etc.)*
If you find a home you like, are you ready to make an offer?*

YesNo
If no, why not?
If you could wave a magic wand and have this purchase go just the way you want it, what would that look like?*
Anything else you would like us to know?*
Should be Empty:

Wanting to buy a home in your Area?