New Client Consultation Form
Thank you for entrusting with me the opportunity to assist you with one of the biggest investments you will make. Please fill out the information below so we can get started! ☺️
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Preferred method of communication?
Phone call
Text
Email
No preference
Are you interested in purchasing or selling?
Purchasing
Selling
If purchasing, are you a first time homebuyer?
Yes
No
N/A
Have you been pre-approved?
Yes
No
If you have been pre-approved, what is the pre-approval amount?
If you are not pre-approved, would you like to be connected with a lender?
Yes
No
N/A
When do you plan to be moved in?
Within the next 30 days
1-3 months
3-6 months
More than 6 months
Do you need to sell your home first?
Yes
No
Property Type of interest?
Single family (detached)
Townhouse
Condominium
Co-op
Other
Desired Square Footage
Less than 1000 sqft
1000-1800 sqft
1800-2500 sqft
2500-3700 sqft
3700 or more sqft
MINIMUM number of bedrooms
2
3
4
5 or more
MINIMUM number of bathrooms
1
2
3
4 or more
Please specify other preferred features below (Ex. 3 car garage, pool, multiple stories, etc.)
Is there anything else that I should know?
Date
-
Month
-
Day
Year
Date
Signature
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Get to Know You!
When is your birthday?
What is your favorite color?
What is your favorite sports team?
What is your favorite cuisine or restaurant?
What are your hobbies or interests?
Thank you for taking the time to fill out this form for me to get to know more about you. I look forward to working with you!
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