Buyer Needs Worksheet
Thank you for taking the time to answer these questions. Some questions may not apply to your personal situation. Feel free to leave those blank.
Buyer #1
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Date of Birth
-
Month
-
Day
Year
Date
Buyer #2 (If Applicable)
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Date of Birth
-
Month
-
Day
Year
Date
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Current Living Situation
1. What is your current living situation and what positive or negative impact does this have on you and/or your family?
2. Why not just continue living here?
Budget
1. What price or price range are you most comfortable with?
2. What is your absolute max budget for the most ideal home?
3. What is maximum total amount of cash you have on hand for this purchase?
4. Which of the following best describes your financial plan for this purchase?
Cash
Conventional
VA
FHA
THDA
Unsure
5. What downpayment amount are you planning to make?
6. How much are you hoping your monthly payment will be?
7. Are you pre-approved with a high-calibre local lender who knows our market?
Yes
No
8. If not, may I make an introduction?
Yes
No
Timing
1. If you are in a lease, on what date does it end?
2. On what date would you ideally like to move into your new home?
3. What will happen if you are not able to move into a home by this date?
4. If we find the right home in the next 30 days, does this create a problem?
5. Do you need to sell a home or liquidate assets in order to buy?
Home Search Criteria
1. What type of home are you interested in purchasing? Please check all that apply.
Site Built
HPR-Detached
HPR-Attached
Zero Lot Line
Townhome
Condo
Land
Commercial
Other/Unsure
2. Minimum number of beds?
3. Minimum number of baths?
4. Desired square footage?
5. Minimum acreage?
6. Maximum acreage?
7. What is your ideal location? Any specific counties, cities, zip codes or neighborhoods that we should focus our attention on most?
8. Is commute time important for any go-to places such as work, church, shopping, recreation, etc.?
9. Any absolute must-haves or non-negotiable desires such as a yard, garage, being in a top school district, etc. that my team and I need to be aware of?
Decision Making Process
1. Who all is involved in making this decision and will anyone else need to give input or approval before you make an offer?
2. For significant purchases in the past, what has been your decision making process?
3. What do you expect your decision process to be when you find the right home?
Communication Plan
What is your preferred method of communication?
Email
Phone
Text
Video Conference
No Preference
Any communication preferences we should be aware of? (i.e. no phone calls after 9pm, no phone calls on Sundays, update as often as possible, update only when necessary, weekly check ins appreciated, etc.)
Your Experience
1. How many homes have you bought or sold before?
2. What was your experience and what did your realtor do or not do that you did or did not like?
3. What are you looking for most in the realtor you decide to hire?
1 - Not Important
2
3 - Maybe
4
5 - Very Important
Availability
Experienced
Honest
Knowledgable
Personable
Proactive
Professional
Reliable
Reputable
Tech-savvy
4. Please share any additional expectations, concerns or questions you may have.
5. Do you know of any additional real estate needs that my team and I could assist with? (i.e. Are you looking to buy or sell an additional home here or in another state, is a friend of family member needing help as well, are you planning to make a 1031 exchange, etc.?)
All About You
1. What is your favorite way to spend downtime?
2. Favorite food or drink?
3. Dream vacation?
4. Tell me something so unique about yourself that will help me to never forget you.
5. What agent are you planning to work with on The Wright Group?
Josh Wright
Matt Henderson
TBD
5. When is the most convenient, earliest time for us to connect virtually for a 30 minute consultation to put a plan together? Time is based on the Central Time Zone.
6. For our consultation, which method of communication is most preferred?
Virtual Meeting
Phone Call
In Person
No Preference
Click "Submit" below and let the journey begin.
"In all your ways acknowledge him, and he will make straight your paths." Proverbs 3:6
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