Buyer/Seller In-take Form

Congratulations! You have taken the first steps to your homeownership goals! Please complete the following questionnaire and return it to me as soon as possible. This form will allow us to come up with a plan to reach your goals.

If you have any questions, please let me know.......... 803-767-7056
About You
Full Name

First NameLast Name
E-mail
Cell Phone Number

Area CodePhone Number
Birth Date

MonthDayYear
Can I Contact You Via Text Message
Home Phone Number

Area CodePhone Number
Work Phone Number

Area CodePhone Number
Extension
May I Call You At Work
Spouse/Partner Full Name

First NameLast Name
Phone Number

Area CodePhone Number
Birth Date

MonthDayYear
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Do You Have A FaceBook Page
If yes, what is your Facebook Page Name?
What is your preferred method of communication
About Your Family
Names and Ages Of People Who Will Be Moving With You
Do You Have Pets

Other
Are you the only decision maker when it comes to the purchase of this home?

Other
Why are you moving?

Other
How soon are you looking to buy a home

Other
Are you currently in a lease?
If so, when does your lease expire?
Are schools important to you?

Other
Now Tell me what is Your Dream Home
Type of Home
Style of Home

Other
Number of Bedrooms
Number of Bathrooms
Desired Features
What is the best time for you to view homes?
What areas are you interested in?
Notes You Want Me to Know
To service all clients, a showing agent may be assigned to you to view homes. Will you be willing to accept this service?
Financial Matters
How much can you pay in monthly mortgage?
How much money do you have saved towards a major purchase, such as a home?
Do you have a 401k or IRA

Other
Do you have a family member that would be willing to co-sign for you
Have you ever filed bankruptcy
If so, when was it discharged?

MonthDayYear
What is your current credit score range?
Do you need down payment assistance?
Do You Have Student Loans
Are they In Deferment

Other
If you are already Pre-Qualified, What is the name and number of your Mortgage Professional
Full Name

First NameLast Name
E-mail
Phone Number

Area CodePhone Number
I work with some great loan officers who offer competitive rates and grants, can I have someone contact you about financing?
Currently, to be mortgage ready you need at least a 640 credit score, If you are not mortgage ready would you be open to speaking with a lender to start a plan to get you into a home?
For Current Homeowners ONLY!
Do you need to sell a home?
What price are you considering putting your house on the market for?
If Yes, Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What do you think is the lowest price you would consider?
How much do you owe on the property?
# of bathrooms
# of bedrooms
Any updates, please describe briefly:
Are You An Entrepreneur?
Do you currently provide a service or product?
If yes, do you mind sharing what it is? I love supporting small businesses!
We Love Referrals!
How did you hear about us?
Our Business Thrives from referrals!!! Do you know anyone else who is in the market to buy a home or sell a home? If you know of anyone who we can help, let us know! We are never too busy for your referrals! Please type their name and number.
Full Name

First NameLast Name
Phone Number

Area CodePhone Number
Email
Should be Empty:

About You

About Your Family

Now Tell me what is Your Dream Home

Financial Matters

For Current Homeowners ONLY!

Are You An Entrepreneur?

We Love Referrals!