Buyer Intake Form
I look forward to meeting with you. To make our time as effective as possible, please complete this form.
Buyer #1 Name
*
First Name
Last Name
Buyer #1 Email
*
example@example.com
Phone Number
*
Buyer #1 Birthday
If you like presents, drop your Birthday here!
Buyer #1 Occupation
Buyer #2 Name
First Name
Last Name
Buyer #2 Email
example@example.com
Buyer #2 Phone Number
Buyer #2 Birthday
If you like presents, drop your Birthday here!
Buyer #1 Occupation
Are there any other indirect decision makers involved in your decision?
If there is anyone who's opinion you value during this process, list their name and relation here
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Mailing Address / Lifestyle
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How did you find out about me?
Let me know who I should thank for sending you my way
Is this your first home purchase?
*
Please Select
Yes
No
What is your current living situation?
*
Please Select
Owning and need to sale first
Renting with a lease
Living with family
This is a secondary home/or investment
Other
What made you decide that now was the time to buy?
Ideally, when would you like to get the keys to your new home?
*
Generally, when are you available to see properties?
*
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Property Needs
Let's find you the perfect home. Entering these details now allows us to show you relevant homes and not waste your time on properties that don't fit your needs.
What type of home do you want?
*
Please Select
Single Family
Townhouse
Condo
Multi-Family
Undecided
How many bedrooms?
*
Please Select
Studio
1
2
3
4
5+
How many full bathrooms?
*
Please Select
1
2
3
4
5+
Any preference on how many floors?
*
Please Select
Singe story, I hate stairs
Two Story
No Preference
Parking and Garages
Please Select
Must have garage for 2+ cars
Must have garage for 3+ cars
Private driveway is fine if no garage
Covered parking is a must
No preference
Do you want a pool?
*
Please Select
No, do not want a pool
Yes, must have a pool
No Preference
Are you comfortable doing work on your new home?
*
Please Select
No, I want a turn-key home
Sure, some cosmetic is fine
Yes, looking for a fixer
No preference
Are there any specific neighborhoods, home styles, cities, or schools you are focused on?
*
Feel free to be as specific as you would like, or if you are not this far along keep is simple like cities you are interested in.
Is there anything you want to make sure is included in your search?
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Finances / Preferences
What is your price point?
*
How do you plan to purchase
*
Please Select
Conventional Loan
Cash
FHA Loan
VA Loan
Other/Unknown
How much do you plan to put down?
*
Are you working with a loan officer?
*
Please Select
No
Yes
If you have a loan officer, what is their name and their companies name?
The relationship between mortgage broker and agent is extremely important to ensuring a successful closing. I want to start on the right foot by reaching out and introducing myself and setting expectations.
If you already have a pre-approval from your loan officer, please upload it here.
Browse Files
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Are there any specific concerns about the buying process you would like me to address in our meeting?
Don't worry, I will likely answer all of your questions in the guide you will receive after submitting this!
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