Buyer Intake Form

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 NameLast Name
Buyer #1 Email*
example@example.com
Phone Number*
Format: (000) 000-0000.
Buyer #1 Birthday
If you like presents, drop your Birthday here!
Buyer #1 Occupation
Buyer #2 Name

First NameLast Name
Buyer #2 Email
example@example.com
Buyer #2 Phone Number
Format: (000) 000-0000.
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

Mailing Address / Lifestyle
Mailing Address

Street Address

Street Address Line 2

CityState / 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?*
What is your current living situation?*
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?*

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?*
How many bedrooms?*
How many full bathrooms?*
Any preference on how many floors?*
Parking and Garages
Do you want a pool?*
Are you comfortable doing work on your new home?*
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?

Finances / Preferences
What is your price point?*
How do you plan to purchase*
How much do you plan to put down?*
Are you working with a loan officer?*
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.

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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!
Should be Empty:

Mailing Address / Lifestyle