Buyer Consultation Prep Form

Buyer Consultation Form

Complete this form to help us best serve you.
Name (Buyer 1)
Email
Phone #

Area CodePhone Number
Date of Birth
Name (Buyer 2)
Email (Buyer 2)
example@example.com
Phone # (Buyer 2)

Area CodePhone Number
Date of Birth (Buyer 2)
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Have you been pre-approved for a mortgage?
If YES, please provide mortgage broker/lender's info (Name, Phone, email)
How soon are you looking to purchase?

Property Type
Current Credit Score
Source of Income
Price Range
Number of Bedrooms
Number of Bathrooms
Desired locations or zip codes that you're looking in?

Is there any additional information that you can provide so that I may better assist you? You can discuss your Needs & Wants here! What is a non-negotiable and what you MUST HAVE in a home.
Best available day/time to reach you? (Please check all that apply)
How did you hear about Yolanda Tanner? (Facebook, Instagram, Referral, etc)
Lastly, what are 3 Things you expect from a Realtor?

*Please note that pertinent documents are required in order to assist you effectively. Documents will be submitted to a preferred lender via a secure link. A confirmation email will then be forwarded with an address/zoom link after the appointment is confirmed. Please allow 24-48 hours for a reply*

Those documents include:

-Government Issued Photo ID

-2 most recent pay stubs

-Last 2 months bank statements

-Last 2 years W-2's

-Last 2 years Tax Returns (if 1099 Employee/Self Employed)
I UNDERSTAND & AGREE TO THE TERMS AND CONDITIONS
Should be Empty: