First steps!
Congratulations! You have taken the first step in home ownership! Please complete the following questionnaire and return it to us as soon as possible. Exchanging this information prior to seeing properties helps us find exactly the right home for you. In addition to relating the physical requirements you want in your desired home, this questionnaire will help clarify what's really important to you, the style and values that affect the choice of home you purchase.
Full Name
First Name
Last Name
E-mail
example@example.com
Cell Phone Number
-
Area Code
Phone Number
Birthday
-
Month
-
Day
Year
Date
May I call or text you?
Call
Text
Both
Best time to call
Morning (9am-11am)
Afternoon (1pm-4pm)
Evening (7pm-9pm)
Spouse/Partner's Full Name
First Name
Last Name
Spouse/Partner's Birthday
-
Month
-
Day
Year
Date
Spouse/Partner's Email
example@example.com
Spouse/Partner's Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
About your Family
Names and ages of people who will be moving with you
Names/Ages
Do you have pets?
Cat(s)
Dog(s)
No Pets
Other
Are you the only decision maker when it comes to the purchase of this home?
I am the ONLY decision maker
My spouse/partner will help me make a decision
I have a family member who will help me make the decision
Other
Why are you looking to move?
Better area
Tired of renting
Living with parents
Need a bigger house
Need a smaller house
Other
What is your preferred method of communication
Phone
Text
Email
All of the above
How soon are you looking to purchase a home?
ASAP - within the next 60 days
90 days
6 months
a year from now
Other
Your Dream Home
Locations & neighborhoods of interest
Are schools important to you?
Yes
No
School district you prefer
Type of Home
Condo
Townhome
Single Family
Multi-Unit
Number of Bedrooms
2
3
4
5+
Number of Bathrooms
1
1.5
2
3
Desired Features
Study
Living Room
Formal Dining Room
Detached Garage
Attached Garage
Spacious Kitchen
Gameroom
Guest Room w/ ensuite
Other
When is the best time for you to view homes
Weekends only
Mornings during the week
Afternoon during the week
After 5 during the week
Anytime
Notes You Want Me to Know
Financial Matters
What is your current employment status?
Employed
Self-Employed
Unemployed
Student
In-Between Employment
What is your adjusted gross income from last year? If financing with spouse or partner use both adjusted gross income.
You can get this from your last tax return form 1040 line 36
Year-To-Date Income
Do you have anyone that would be willing to be a co-borrower?
Yes
No
Have you ever filed bankruptcy?
Yes
No
If so, when was it discharged?
-
Month
-
Day
Year
Date
Do you have student loans?
Yes
No
Pre-Qualification
If you are already pre-qualified for a loan what is the name and number of your Mortgage Professional?
Full Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What loan amount are you pre-qualified for?
I work with some great loan officers who offer competitive rates and grants, can I have someone contact you about financing?
Yes
No
Is your credit score is above 620?
Yes
No
Are you a small business owner?
Do you currently provide a product or service?
Yes
No
If so, do you mind sharing what it is? I love supporting and sharing small businesses!
We Love Referrals!
How did you hear about me?
My business thrives from referrals! Do you know anyone else who is in the market to buy a home or sell a home? If so, let us know! We are never too busy for your referrals. Please share their information below
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
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