Buyer Intake Form
We are good to go! Just to make our time as effective as possible, please complete this form.
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Birthday
-
Month
-
Day
Year
If you like presents, leave your birthday here.
Occupation and Company
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!
Are there any other decision makers involved in your purchase?
*
If there is anyone whose opinion you value during this process, include them here.
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Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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How did you find us?
*
Let us know who we have to think for sending you our way!
Is this your first home purchase?
Please Select
Yes
No
What is your current living situation?
Please Select
Renting with a lease
Own and need to sell first
Living with family
This is a secondary/investment property
What made you decide that this was the time to buy?
Ideally, when would you like to be getting the keys to your new home?
*
Do you have any concerns about the home buying process that you’d like us to address?
What has your home shopping experience been so far?
Have you seen properties yet? Just shopped online? Stopped in for 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.
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What is your price point?
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How are you looking to purchase?
*
Please Select
Cash
Conventional
FHA
VA
Other
Unknown
How much would you like to put down?
Who are you getting your loan with?
Has your lender taken you through a mortgage estimate that shows your cash to close?
Please Select
Yes
No
Please upload your pre-qualification letter
Browse Files
Drag and drop files here
Choose a file
Uploading this will make our time together way more efficient so we can see the details of your loan.
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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
Do you have a preference for how many stories the property is?
*
Please Select
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.
What type of property are you interested in?
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Single family
Townhouse/Rowhouse
Condo
Multi-family
How comfortable are you doing work on the property?
Please Select
Bring it on!
I’ll do cosmetic work (paint/replacing carpet)
I’m looking for something turnkey
Are any of these features important to you?
At least one bedroom has to be on the main level
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?
Please Select
Absolutely not!
If it’s reasonable, I’m not opposed.
No preference
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What are your absolute must haves?
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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?
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What are the things that would be pleasant surprises but aren’t mandatory?
What are your absolute dealbreakers?
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You don’t need to reiterate the must haves.
Is there anything else that you’d like us to know about your new property?
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?
*
Please Select
Yes
No
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