Formular

NEW CLIENT INFORMATION FORM
I'm Lorrie Ziegler, REALTOR® with Coldwell Banker D'Ann Harper REALTORS® in San Antonio, TX and I am thrilled to assist you in your home search!

By working together, we will find you a home that best suits your needs. Please take a few minutes to answer the following questions. Your answers will not only help me do a better job for you, they may also help you get a clear picture of what is most important to you in your next home.

This form does not require you to answer every question. If you cannot answer or find any questions uncomfortable to answer, please just skip those. Thank you for taking the time to help me understand how I can help you with your home search.
- CLIENT #1 (PLEASE ENTER YOUR NAME AS IT APPEARS ON YOUR GOVERNMENT ISSUED ID)
  
  FIRST NAME MIDDLE NAME OR INITIALLAST NAME
- NAME YOU PREFER TO BE CALLED
- PLEASE PROVIDE YOUR CURRENT HOME ADDRESS
  
  STREET ADDRESS
  
  STREET ADDRESS LINE 2
  
  CITYSTATE
  
  ZIP CODE
- EMAIL
  
  Confirmation Email
- MOBILE NUMBER
  Format: (000) 000-0000.
- CLIENT #2 (PLEASE ENTER YOUR NAME AS IT APPEARS ON YOUR GOVERNMENT ISSUED ID)
  
  FIRST NAME MIDDLE NAME OR INITIALLAST NAME
- NAME YOU PREFER TO BE CALLED
- PLEASE PROVIDE YOUR CURRENT HOME ADDRESS (ONLY IF DIFFERENT FROM CLIENT #1)
  
  STREET ADDRESS
  
  STREET ADDRESS LINE 2
  
  CITYSTATE
  
  ZIP CODE
- E-MAIL (MUST NOT BE THE SAME EMAIL ADDRESS AS CLIENT #1)
  
  Confirmation Email
- MOBILE NUMBER
  Format: (000) 000-0000.
- HOW MANY CHILDREN WILL BE LIVING IN THE HOME?
- WILL YOU HAVE PETS LIVING IN OR OUTSIDE OF THE HOME?
- HOW MANY OF EACH PET WILL BE LIVING IN THE HOME AND WHAT ARE THEIR NAMES & BREED?
- HAVE YOU PURCHASED A HOME IN THE PAST?
- DO YOU CURRENTLY RENT OR OWN THE HOME YOU LIVE IN?
- IF YOU CURRENTLY OWN YOUR HOME, DO YOU NEED TO SELL IT TO PURCHASE A NEW HOME?
- IF YES, IS YOUR HOME LISTED ON THE MARKET NOW?
- WHAT IS YOUR REASON FOR MOVING?
- IS YOUR EMPLOYER HELPING YOU PAY FOR RELOCATION?
- WHEN WOULD YOU LIKE TO MOVE IN TO YOUR NEW HOME?
- HOW LONG HAVE YOU BEEN LOOKING FOR A NEW HOME?
- HAVE YOU USED ANY WEBSITES FOR SEARCHING FOR HOMES? IF SO, WHICH ONES?
- HAVE YOU WORKED WITH ANOTHER REAL ESTATE AGENT DURING YOUR CURRENT SEARCH FOR A HOME?
- IF YES, WHAT IS THE STATUS OF YOUR RELATIONSHIP WITH THAT AGENT?
- HAVE YOU SPOKEN WITH A LENDER AND BEEN PRE-APPROVED FOR FINANCING?
- IF YOU HAVE SPOKEN TO A LENDER/LOAN OFFICER AND YOU INTEND ON USING THEM FOR YOUR FINANCING, PLEASE PROVIDE THEIR NAME, EMAIL, AND PHONE NUMBER BELOW. IF YOU DO NOT HAVE ANYONE IN MIND YET, DON'T WORRY. I CAN REFER YOU TO SOME GREAT LOCAL LENDERS.
- LOAN OFFICER EMAIL
  example@example.com
- LOAN OFFICER PHONE
  Please enter a valid phone number.Format: (000) 000-0000.
- HOW MUCH CASH (TOTAL) ARE YOU EXPECTING TO USE FOR A DOWN PAYMENT & CLOSING COSTS?
- WHAT MONTHLY PAYMENT (TOTAL, INCLUDING TAXES & INSURANCE) WOULD YOU BE COMFORTABLE MAKING?
- IF WE FOUND YOUR DREAM HOME THIS WEEK, IS THERE ANY REASON WHY YOU COULD NOT PURCHASE IT?
- HOW FAR IS YOUR CURRENT HOME FROM WORK/SCHOOL/PLACES YOU GO TO EVERY WEEK?
- HOW MANY BEDROOMS DOES YOUR CURRENT HOME HAVE?
- HOW MANY BATHROOMS DOES YOUR CURRENT HOME HAVE?
- HOW MANY SQUARE FEET IS YOUR CURRENT HOME?
- TELL ME ABOUT THE SIZE/DESCRIPTION OF YOUR CURRENT LOT?
- WHAT DO YOU LIKE ABOUT YOUR CURRENT HOME?
- WHAT DO YOU DISLIKE ABOUT YOUR CURRENT HOME?
- WILL THIS BE YOUR PRIMARY RESIDENCE, SECOND HOME, OR AN INVESTMENT PROPERTY?
- HAVE YOU CHOSEN A LOCATION? IF NOT, DESCRIBE WHAT THE IDEAL AREA WOULD BE LIKE.
- DO YOU HAVE A PRICE RANGE IN MIND FOR YOUR NEXT HOME?
- WHAT IS THE LONGEST COMMUTE TO WORK OR OTHER PLACES YOU GO TO ON A DAILY/WEEKLY BASIS YOU WOULD CONSIDER?
- HOW MANY BEDROOMS SHOULD IT HAVE?
- HOW MANY BATHROOMS SHOULD IT HAVE?
- HOW MANY SQUARE FEET WOULD YOU LIKE IN YOUR NEXT HOME?
- DESCRIBE WHAT THE LOT YOUR NEXT HOME IS ON SHOULD LOOK LIKE? (SIZE, MATURE TREES, ROOM FOR A POOL, ETC.)
- WHAT OTHER THINGS MUST YOUR NEXT HOME HAVE?
- IS THERE ANYTHING YOU ABSOLUTELY DO NOT WANT IN YOUR NEXT HOUSE?
- DO YOU REQUIRE A GARAGE? 1 CAR, 2 CAR, 3+ CAR?
- DO YOU REQUIRE A POOL ON PROPERTY?
- DO YOU MIND LIVING IN A NEIGHBORHOOD WITH AN HOA? WHY OR WHY NOT?
- DO YOU HAVE OR PLAN TO HAVE ANIMALS OTHER THAN ONES THAT ARE CONSIDERED HOUSEHOLD PETS ON YOUR NEW PROPERTY? ANY EXOTIC ANIMALS? CHICKENS?
- DO YOU PLAN TO RUN A BUSINESS OUT OF YOUR HOME? IF SO, WHAT KIND OF BUSINESS?
- DO YOU REQUIRE SPECIAL PARKING FOR AN RV, BOAT, CAMPER, WORK TRUCK, JET SKI, ETC?
- IS THERE ANYONE ELSE WHO WILL BE HELPING YOU MAKE YOUR DECISION ABOUT YOUR NEXT HOME?
- HOW MUCH ARE YOU WILLING TO INVEST IN REPAIRS AND REMODELING?

NEW CLIENT INFORMATION FORM