BUYER'S INTAKE FORM

BUYER'S INTAKE FORM

Service Request
Name*

First NameLast Name
Email*
example@example.com
Address*
Are you currently working with another agent? *
Have you ever or do you currently own a home?
Will this be your primary residence?
Yes or no
What do you currently do for work? (employed or self employed) How long? *
Are you a Current or Former Member of the US Military? Or a Public Servant of any Kind?
Do you have an idea of what your credit looks like? (*range based on experian flow chart)*

Excellent 850-800Very Good 799-740Fair 669-580Needs Work 579-below
Do you plan to pay in Cash or use a Loan or other Financing ?
Have you been approved or pre-approved for financing by a lender? If so, when and do you have a letter or document stating the approved amount ?*
Have you purchased or Co-signed for a big ticket item recently? (Ex. Car, motorcycle, boat, investment prop, opening new credit, etc.)

YesNoOther
Do you have funds on reserve in your account to cover upfront costs- if necessary? (Down payment, closing etc.) (Will discuss in detail on consultation call)*
Are you looking to LEASE residential or commercial property?
If yes, and residential, please explain your need:
If yes, and commercial, explain your budget and use of property
Do you need to sell a property before you can purchase another?
Yes or No?
Preferred Property Type

Single Family HomeApartmentLoftFlatRanch Style BungalowSplit LevelDuplexTri-plexWill Owner Occupy (live on the property)Will NOT Owner Occupy (will not live on the property)
Number of Bedrooms
Number of Bathrooms
Top Priority- Must Haves (check all that apply)

Central AirCentral HeatGas AppliancesElectric AppliancesGarageFireplace1 story2-3 storyHandicap AccessPorchSwimming PoolNew Construction
List Other Desired Amenities (Not Top Priority)
Are you purchasing Land? If so, how many acres are required?
Land purchase requirements (check all that apply)

Must be cleared landWater front or water feature (pond, lake etc)Wooded/non-cleared land is acceptableWill build on landMobile Homes Allowed
Signature*

Clear
Should be Empty: