Client Questionnaire
I'm happy to help! To better serve your real estate needs, please complete the following questions:
Name (as you'd like it to appear on a contract)
*
First Name
Last Name
Birthday
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Method of Contact
Please Select
Phone
Email
Text
Is there an additional client?
*
Yes
No
Client #2 Name
*
First Name
Last Name
Client #2 Birthday
*
-
Month
-
Day
Year
Date
Client #2 Phone Number
*
Please enter a valid phone number.
Client #2 Email
*
example@example.com
Who can I thank for connecting us?
*
Are you a...
*
Buyer
Seller
Renter
Landlord
Buyer Questionnaire
Do you currently rent or own?
*
I am renting
I own my current home
When does your lease expire?
*
-
Month
-
Day
Year
Date
Do you prefer/need to sell your home prior to buying?
If there is a gap between your current and next home, do you have a temporary place to stay? (short term rental, with a family member/friend, hotel)
What are your primary reasons for moving?
What is your timeline for finding your next home?
*
ASAP!
30-45 Days
3 Months
6 Months
Within the next year
Other
Which of these best describes you?
*
First time home buyer
Looking to downsize
Need more space
Relocating to the area
Other
Let's Discuss Your Next Home!
What type of home are you looking for? (Check all that apply)
*
Detached
Townhome
Duplex
Condo
Other
What style condo?
Townhome
Garden
Mid-rise
High-rise
Please indicate which cities you are interested in:
*
Aldie
Alexandria
Annandale
Arlington
Ashburn
Bristow
Burke
Centreville
Chantilly
Clifton
Dumfries
Fairfax
Fairfax Station
Falls Church
Fort Belvoir
Great Falls
Herndon
Lorton
Manassas
McLean
Reston
Springfield
Vienna
Washington, D.C.
Woodbridge
Other
Any specific neighborhoods in D.C.?
Do you have a preferred school district? If yes, which one(s)?
What home condition(s) are you comfortable purchasing?
*
Move-in ready
Light/cosmetic updating
Willing to renovate
Home Features
What size home do you desire?
*
Square Feet
How many levels would you like in your home?
Minimum Number of Bedrooms
*
Minimum Number of Bathrooms (specify full/half if important)
*
Minimum Lot Size
Square Feet or Acres
What type of parking? (Select all that apply)
Driveway
Attached Garage
Detached Garage
Parking Garage (Condo Only)
Off Street Parking
What features must you have in your new home? What features would you like, but could live without? Please include parking features (type, number of spaces, etc)
*
Total Number of Parking Spaces Needed (including garage)
Home Price & Financing
What price range would you like to search?
*
What is your desired monthly payment?
How much of a downpayment are you considering?
Have you spoken to a lender?
*
Yes
No
Lender Company, Name of Loan Officer, and Contact Info
Tell Me About You!
Is there anything I should know to ensure you have the best experience?
What are the top 3 things you need from your agent?
What are your interests/hobbies? And Buyer #2 (if applicable)
Seller Questionnaire
To help ensure that I don't miss a detail about your home and goals, please complete this questionnaire.
Address of Property Being Sold
For what reason(s) are you selling this property?
When are you hoping to list the property and have buyers walking through?
-
Month
-
Day
Year
What is your ideal settlement date?
Would you need a post-settlement occupancy?
Yes, please!
No
Maybe
What the heck is a post-settlement occupancy agreement?!
Length of post-settlement occupancy needed
If you were to stay in your home for another year, what maintenance, improvements, or projects would you need or want to make?
Have you previously listed this property? If so, what do you feel may have kept it from selling in the past?
What are your biggest fears or concerns regarding the home selling process? Is there anything else you would like me to know so that I can help you sell your home?
Are you planning on purchasing another property? If so, which area?
Tell Me About Your Home
Type of Residence
*
Single Family
Townhouse
Condo
What level do you enter your home on? (1st floor, 2nd floor, etc)
Please list # of bedrooms and baths by level
*
Bedrooms
Full Bath
Half Bath
Upper Level
Main Level
Lower Level
Upper Level 2
Total
Select all parking spaces that your home includes & list the quantities of each.
*
Home Includes
# of Parking Spaces
Attached Garage Parking Spaces
Detached
Garage Parking Spaces
Driveway Parking Spaces
Street Parking Spaces
Mailbox # | Storage # | Parking Space # (if applicable)
Do guests need parking passes? How many passes do residents receive?
Conveyances
Property includes the following personal property and fixtures, if existing: built-in heating and central air conditioning equipment, plumbing and lighting fixtures, sump pump, attic and exhaust fans, storm windows, storm doors, screens, installed wall-to-wall carpeting, window shades, blinds, window treatment hardware, smoke and heat detectors, TV antennas, exterior trees and shrubs. Unless otherwise agreed to in writing, all surface or wall mounted electronic components/devices DO NOT convey. If more than one of an item conveys, the number of items is noted.
*
Will Convey
Quantity
Alarm System
Built-In Microwave
Ceiling Fan
Central Vacuum
Clothes Dryer
Clothes Washer
Cooktop
Dishwasher
Disposal
Electronic Air Filter
Fireplaces
Freezer
Furnace Humidifier
Garage Opener
Garage Remote
Gas Log
Hot Tub, Equipment, & Cover
Intercom
Playground Equipment
Pool, Equipment, & Cover
Refrigerator
Refrigerator with Ice Maker
Satellite Dish
Storage Shed
Stove or Range
Trash Compactor
Wall Oven
Water Treatment System
Window A/C Unit
Window Fan
Window Treatments
Wood Stove
Irrigation System
Electric Car Charger
Are there any other items that WILL convey with the sale of your home? Are there any items that will NOT convey with the sale of your home?
Does your property include any special features, upgrades, or recent improvements? If so, please list age
List any As-Is Items
List the age of your HVAC, water heater, electric panel, and/or roof to the best of your knowledge.
Are there any features of this property that you feel may reduce its value?
Have you previously listed this property? If so, what do you feel may have kept it from selling in the past?
Utilities
Hot Water
*
Electric
Gas
Oil
Other
Air Conditioning
*
Electric
Gas
Heat Pump
Oil
Other
Heating
*
Electric
Gas
Heat Pump
Oil
Other
Water Source
*
Public
Community Well
Private Well
Sewage Disposal
*
Public
Septic Approved for # of Bedrooms
Other
How many bedrooms is the septic approved for?
*
Type of Septic System
*
Alternative
Community
Conventional
Experimental
Please list the Company/Provider for the following:
*
Name of Company/Provider
Natural Gas/Oil Provider
Water Company
Electric Company
Internet/Cable Company
Trash Company
# of Heating | A/C Zones
*
How many thermostats do you have in your home? (1 thermostat = 1 zone)
Trash Pick-Up Days
*
Monday
Tuesday
Wednesday
Thursday
Friday
Community Information
Is your home located in a Homeowner's or Condo Association? (Select ALL that apply)
*
Homeowner's Association
Condo Association
NO
Name & Number of Homeowner's Association (HOA)
*
How much are HOA Dues and Frequency?
*
What is included in the HOA Dues? What are the amenities?
*
Name & Number of Condo Association
*
How much are Condo Dues and Frequency?
*
What is included in the Condo Dues? What are the amenities?
*
Current Liens
Seller represents to Broker that the below information is true and complete to the best of Seller's information, knowledge, and belief and Seller understands that any loans identified below will be paid off at Settlement
Check ALL that are applicable
*
A) Property is not encumbered by any mortgage or deed of trust (if box is checked, skip to G).
B) Property is security for a first mortgage or deed of trust loan.
C) Property is security for a second mortgage or deed of trust loan.
D) Property is security for a line of credit or home equity line of credit.
E) Seller is current on all payments for the loans identified above.
F) Seller is not in default and has not received any notice(s) from the holder(s) of any loan identified above, or from any other lien holder of any kind, regarding a default under any loan, threatened foreclosure, notice of foreclosure, or the filing of foreclosure.
G) There are no liens secured against Property for federal, state, or local income taxes; unpaid real property taxes; or unpaid condominium or homeowners' association fees or special assessments.
H) There are no judgments against Seller (including each owner for jointly held property). Seller has no knowledge of any matter that might result in a judgment that may potentially affect Property.
I) Seller has not filed for bankruptcy protection under Federal Law and is not contemplating doing so during the term of this Agreement.
Do you have a... (Select ALL that apply)
First Loan
Second Loan
Home Equity Line of Credit
None of the above
First loan held by...
If Applicable
What is your approximate mortgage balance?
The first loan is...
Conventional
FHA
VA
Other
Second loan held by...
If applicable
What is your approximate mortgage balance (2nd loan)?
The second loan is...
Conventional
FHA
VA
Other
Home equity line of credit held by...
If Applicable
What is the approximate balance of the line of credit?
IRS/FIRPTA
Section 1445 of the Internal Revenue Service (IRS) Code may require a buyer or the settlement agent to report the gross sales price, Seller's federal tax identification number and other required information to the IRS. Seller shall provide to a buyer or the settlement agent such information upon request. In certain situations, the IRS requires a percentage of the sales price to be withheld from Seller's proceeds if Seller is a Foreign Person as defined by FIRPTA.
Seller [Is] or [Is Not] a "Foreign Person" as defined by FIRPTA.
Is
Is Not
Seller Duties
Seller certifies the accuracy of the information provided to the Listing Broker and Seller warrants:
Seller [has] OR [has no] knowledge of the existence, removal or abandonment of any underground storage tank on Property.
Has Knowledge
Has No Knowledge
Is the home currently leased by Tenant(s)?
Yes
No
List Tenant(s) Contact Information
Tenant Name
Phone Number
Email
Tenant 1
Tenant 2
Tenant 3
Tenant 4
Tenant Move Out Date
-
Month
-
Day
Year
Date
Let's Help Buyers Fall in LOVE With Your Home
What made you buy this house? OR What do you love about your home?
What do you love most about your community?
Are there any energy saving features about your home?
What are the highlights and/or must-haves of your home? Is there anything else you'd like to share about your home?
Tenant Questionnaire
What is your timeline for finding your next home?
ASAP!
30-45 Days
3 Months
6 Months
Within the next year
Other
If renting, when does your lease expire? Is there flexibility in your move out date?
Will you be the only one on the lease? (Anyone over the age of 18 and that will live in the home, will need to be on the lease and submit an application)
Yes, I will be the only one on the lease
No, I will NOT be the only one on the lease. There will be additional tenant(s) on the lease that are 18+
Please each additional tenant's full name, phone number, & email
Do you have pet(s)?
Yes
No
I have a service animal
If you have a service animal, would you like to disclose this to the landlord before your application is approved?
Yes
No, I'd rather wait until my application is approved
Not sure, can we talk about this?
Let's Talk About Your Next Home!
What type of property are you looking for?
Single Family Home
Condo/Co-op
Townhouse
Open to options
What size home are you looking for?
Square Feet
Desired Number of Bedrooms
Desired Number of Bathrooms (Please specify # of full and half bathrooms)
What features would make this home perfect for you? (Large backyard, open kitchen, etc)
What cities are you interested in?
*
Aldie
Alexandria
Annandale
Arlington
Ashburn
Bristow
Burke
Centreville
Chantilly
Clifton
Dumfries
Fairfax
Fairfax Station
Falls Church
Fort Belvoir
Great Falls
Herndon
Lorton
Manassas
McLean
Reston
Springfield
Vienna
Washington, D.C.
Woodbridge
Other
Are there any specific neighborhoods you are interested in exploring?
Finally, are there any other questions or concerns you would like to discuss when we meet?
Landlord Questionnaire
Address for property being leased
Best mailing address
If there is a co-owner that will be on the lease, please list their Full Name, Number, and Email.
Type of Residence
Single Family Home
Condo/Co-op
Townhouse
Open to options
Number of Bedrooms
Number of Bathrooms (Please specify Full & Half Baths)
Select all parking spaces that your home includes & list the quantities of each.
Home Includes
# of Parking Spaces
Attached Garage Parking Spaces
Detached
Garage Parking Spaces
Driveway Parking Spaces
Street Parking Spaces
Mailbox # | Storage # | Parking Space # (if applicable)
Do guests need parking passes? How many passes do residents receive?
In the last five years, what upgrades or improvements have been made to your home?
Is the property currently occupied by a tenant or by the owner?
Yes
No
When will the property be available for the next occupant?
-
Month
-
Day
Year
Date
What is your desired minimum and maximum lease term? (12-24 months, 12-36 months, etc)
Pets allowed?
Yes
No
Is there anything else you would like for us to know so that we can help you lease your house?
Questions or Concerns?
Do you have any questions or concerns that you'd like me to address during your consultation appointment?
Submit
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