New Buyer Questionnaire

We Look Forward to Helping You With Every Step of Your Purchase

Please complete, so we understand how to better assist you.
Full Name*

First NameLast Name
Phone*

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
E-mail*
example@example.com
Birthday

MonthDayYear
Date
Your Preferred Contact Method
How did you hear about Mary? If referred by someone, please mention them, so we can thank them :) *
Will there be any other parties involved with your purchase?

If so, please include their information below
Other Decision Maker's Full Name

First NameLast Name
Email
example@example.com
Phone Number

Area CodePhone Number
Other Decision Maker's Birthday

MonthDayYear
Date
Your New Home's Criteria:

This may change and that's ok!
My preferred locations are:*
Is there a specific school district? If yes, please list.
How many bedrooms do you need?
How many bathrooms?
What is prompting your move?
Please let us know any specific requirements for your new home. For example, "must have first floor bedroom" or "must have yard space"
Please let us know if there are any deal breakers. For example, "can't have a shared driveway" or "can't be on a busy road"
Is there a specific property that you are interested in right now? If yes, please state the address.
Financing Information:
YesNo, I'd like lender recommendationsNo, I'm paying cashNo, I have spoken to a lender & I am waiting
If obtaining a mortgage, what is your desired payment?
If you plan to obtain a mortgage, please be advised that the loan officer will typically require 2 years of tax returns, 2 months of bank statements, and your most recent paystubs.

If you are self employed, you must have two years of Schedue C tax forms (profit and loss).

They will also run your credit. Every lender has different requirements for credit score and some will be able to accept lower scores than others. However, the minimum score is 580.
If preapproved, please upload your pre-approval certificate here:

Browse Files
Prepproval PDF Cancelof
YesNoI am unsure if I need to sell first
About You:
My timeline is:*
My current living situation:*
My work schedule is typically:
Any additional information about you that you think is important to your transaction & would like to share:
Once this form is submitted, it will be emailed directly to Mary. If you are looking for lender recommendations, those will be emailed within 24 hours of submission. Our next step is planning a call and going over your needs, the current market conditions, and the process.
Should be Empty:

We Look Forward to Helping You With Every Step of Your Purchase

Will there be any other parties involved with your purchase?

Your New Home's Criteria:

Financing Information:

About You:

Once this form is submitted, it will be emailed directly to Mary. If you are looking for lender recommendations, those will be emailed within 24 hours of submission. Our next step is planning a call and going over your needs, the current market conditions, and the process.