Buyer Intake Form 🏡
We are good to go! Just to make our time as effective as possible, please complete this form.
Current Mailing Address
Street, City, State, Zip
How did you find us?
Let us know who we have to thank for sending you our way!
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Date of Birth
*
-
Month
-
Day
Year
If you like presents, leave your birthday here
Occupation
*
One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
Generally, when are you available to see properties?
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Day
Is this your first home purchase?
Yes
Nope
Do you have a cobuyer?
*
Yes
Nope
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CoBuyer
If applicable
Name
First Name
Last Name
Email
example@example.com
Phone Number
Date of Birth
-
Day
-
Month
Year
If you like presents, leave your birthday here
Occupation
One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
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Do you mind answering a few PERSONAL questions?
YES! Sure
No, Thanks
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A FEW OF YOUR FAVORITES
feel free to answer all or some.
Fast Food Restaurant?
Dine-In Restaurant?
Candy?
Liquor?
Wine?
Scent?
sorority/frat?
military?
Whats the first thing you want to purchase for your new home?
If you found a gift card where would you spend it?
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Finances
How are you looking to purchase?
*
Cash/Financing
What is your Price Point?
*
This can be a range.
Has your lender taken you through a Loan Estimate?
Please Select
Yep
Nope
I do not yet have a lender
How much would you like to put down?
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Property Details
How many bedrooms do you need?
*
Please Select
1+
2+
3+
4+
5+
How many bathrooms do you need?
*
Please Select
1+
2+
3+
4+
5+
How important is a garage?
*
Please Select
Must Have
Nice to Have
No Preference
What type of property are you interested in?
*
Single family
Townhouse
Condo
Multi family
Do you have a preference for how many stories the property is?
I hate stairs! I only want one story
I like the separation! I’m good with 2+ stories
Honestly, I don’t have a preference
How comfortable are you doing work on the property?
Bring it on !
I’ll do cosmetic work (painting/carpet)
I’m looking for something turnkey
Are any of these features important to you?
At least one bedroom has to be on the first floor
Private pool
Community pool
Fenced in backyard
Screened in area
Grassy area
Gated community
Non gated community
Waterfront
Are there any specific neighborhoods, cities or schools that you’re focused on?
How do you feel about associations (HOA)?
Please Select
Absolutely not!
If it’s reasonable, I’m not opposed.
I have no preference.
Are you open to 55+ communities?
Please Select
Yes
No
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Priorities
We recorded the Own Track™ Homebuyer Workshop to help you understand the entire homebuying process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting?
Yes
No
If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?
*
Yes
No
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