So you want to purchase a house
Let's chat so I can serve you in the best way possible
I. About you.
How would you like to stay in touch (phone/text/email)?
Current Mailing Address
Street, City, Zip
Tell me about yourself!
II. About Your Home Search.
How long have you been looking for a new home?
Do you have an active signed agreement with a Realtor in Connecticut to purchase real estate?
Are you pre-qualified or pre-approved?
Have you already spoken with a lender or financial institution?
Is there anyone else looking with you?
Spouse, family member, friends, pets, etc.
What is your ideal price point?
When would you like to be in your new home?
Do you need to sell your present home to make this move? If yes, is it already on the market?
Do you currently rent or own?
III. Your Next Home.
What kind of purchase is this?
Primary residence, Investment, Vacation/Second home, Airbnb/STR, etc.
What is your preferred location(s)?
What schools, workplaces, social activities and community amenities would you like to be near?
What is the longest commute you would consider? Please list relevant locations.
List some of your Must-Haves.
How many Bedrooms would you need or want?
How many Bathrooms would you need or want?
Preferred Size/Square Footage
Do you have a particular style or layout that you would like?
Detached SF, Condo, Townhome, Duplex, Modern, Traditional, Tudor, etc.
Lot Size (acres)? Do you want a large or small yard?
What is your preference for privacy?
Main Street, Rural, Suburb
What type of repairs/renovations you are ready for, if any?
Fully turn-key, Fixer-upper, Light cosmetic updates are okay
What 3 things are you looking for in your agent?
Want to connect on Social Media?
List your contacts and info :)
Anything else I should know?
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