REFLECT Real Estate Buyer Intake Form

BUYER INTAKE FORM

To make our time as effective as possible, please complete this form.
BUYER INFORMATION
How many people will be involved in the buying process?*
Buyer #1
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Birthday

MonthDayYear
Occupation and Company
One of the biggest benefits to working with us is our network — We always like to know what our clients do so that we can make connections with other clients who can potentially help you reach your goals!
Buyer #2
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Birthday

MonthDayYear
Occupation and Company
One of the biggest benefits to working with us is our network — We always like to know what our clients do so that we can make connections with other clients who can potentially help you reach your goals!
Buyer #3
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Birthday

MonthDayYear
Occupation and Company
One of the biggest benefits to working with us is our network — We always like to know what our clients do so that we can make connections with other clients who can potentially help you reach your goals!
Buyer #4
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Birthday

MonthDayYear
Occupation and Company
One of the biggest benefits to working with us is our network — We always like to know what our clients do so that we can make connections with other clients who can potentially help you reach your goals!
How did you find us?*
Please let us know who we can thank for sending you our way!

BUYER INTAKE FORM

Just to make our time as effective as possible, please complete this form.
LIFESTYLE INFORMATION
Is this your first home purchase?*
What is your current living situation?*
What made you decide that this was the time to buy?*
Please provide us some insight into your motivations to purchase a home. A new job? Need more or less space?
Ideally, when would you like to be moving into your new home?*

MonthDayYear
Do you have any concerns about the home buying process that you’d like us to address?*
If you have no concerns, please enter "None"
What has your home shopping experience been so far?*
Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!
Generally, when are you available to see properties?*
Since this market is moving quickly, we like to know this up front.

BUYER INTAKE FORM

Just to make our time as effective as possible, please complete this form.
FINANCES
How are you planning to purchase this property?*
What is the purchase price you want to stay below?*
Please enter you absolute maximum price.
How much cash do you have available for your down payment and closing costs?*
Who are you getting your loan with?
Lender Name + Loan Officer
Has your lender taken you through a mortgage estimate that shows your cash to close?*
Has your lender provided you with a Pre-Approval Letter?*

BUYER INTAKE FORM

Just to make our time as effective as possible, please complete this form.
PRIORITIES
What are your absolute must haves?*
What are the things that you don’t want me to waste your time showing if it’s missing?
What are your nice to haves?*
What are the things that would be pleasant surprises but aren’t mandatory?
What are your absolute dealbreakers?*
You don’t need to reiterate the "must haves." These are more like "must NOT haves."
Is there anything else that you’d like us to know about your new property?
Should be Empty:

BUYER INTAKE FORM

BUYER INFORMATION

Buyer #1

Buyer #2

Buyer #3

Buyer #4

BUYER INTAKE FORM

LIFESTYLE INFORMATION

BUYER INTAKE FORM

FINANCES

BUYER INTAKE FORM

PROPERTY DETAILS

BUYER INTAKE FORM

PRIORITIES