BUYER'S INTAKE FORM

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)

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.)

Other

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

Number of Bedrooms

Number of Bathrooms

Top Priority- Must Haves (check all that apply)

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)

Signature