Client Questionnaire

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 NameLast Name
Birthday*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Method of Contact
Is there an additional client?*

YesNo
Client #2 Name*

First NameLast Name
Client #2 Birthday*

MonthDayYear
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...*

BuyerSellerRenterLandlord
Buyer Questionnaire
Do you currently rent or own?*

I am rentingI own my current home
When does your lease expire?*

MonthDayYear
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 Days3 Months6 MonthsWithin the next yearOther
Which of these best describes you?*

First time home buyerLooking to downsizeNeed more spaceRelocating to the areaOther
Let's Discuss Your Next Home!
What type of home are you looking for? (Check all that apply)*

DetachedTownhomeDuplexCondoOther
What style condo?

TownhomeGardenMid-riseHigh-rise
Please indicate which cities you are interested in:*

AldieAlexandriaAnnandaleArlingtonAshburnBristowBurkeCentrevilleChantillyCliftonDumfriesFairfaxFairfax StationFalls ChurchFort BelvoirGreat FallsHerndonLortonManassasMcLeanRestonSpringfieldViennaWashington, D.C.WoodbridgeOther
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 readyLight/cosmetic updatingWilling 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)

DrivewayAttached GarageDetached GarageParking 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?*

YesNo
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?

MonthDayYear
What is your ideal settlement date?
Would you need a post-settlement occupancy?

Yes, please!NoMaybeWhat 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 FamilyTownhouseCondo
What level do you enter your home on? (1st floor, 2nd floor, etc)

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.

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*

ElectricGasOilOther
Air Conditioning*

ElectricGasHeat PumpOilOther
Heating*

ElectricGasHeat PumpOilOther
Water Source*

PublicCommunity WellPrivate Well
Sewage Disposal*

PublicSeptic Approved for # of BedroomsOther
How many bedrooms is the septic approved for?*
Type of Septic System*

AlternativeCommunityConventionalExperimental

# of Heating | A/C Zones*
How many thermostats do you have in your home? (1 thermostat = 1 zone)
Trash Pick-Up Days*

MondayTuesdayWednesdayThursdayFriday
Community Information
Is your home located in a Homeowner's or Condo Association? (Select ALL that apply)*

Homeowner's AssociationCondo AssociationNO
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 LoanSecond LoanHome Equity Line of CreditNone of the above
First loan held by...
If Applicable
What is your approximate mortgage balance?
The first loan is...

ConventionalFHAVAOther
Second loan held by...
If applicable
What is your approximate mortgage balance (2nd loan)?
The second loan is...

ConventionalFHAVAOther
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.

IsIs 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 KnowledgeHas No Knowledge
Is the home currently leased by Tenant(s)?

YesNo

Tenant Move Out Date

MonthDayYear
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 Days3 Months6 MonthsWithin the next yearOther
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 leaseNo, 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)?

YesNoI have a service animal
If you have a service animal, would you like to disclose this to the landlord before your application is approved?

YesNo, I'd rather wait until my application is approvedNot sure, can we talk about this?
Let's Talk About Your Next Home!
What type of property are you looking for?

Single Family HomeCondo/Co-opTownhouseOpen 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?*

AldieAlexandriaAnnandaleArlingtonAshburnBristowBurkeCentrevilleChantillyCliftonDumfriesFairfaxFairfax StationFalls ChurchFort BelvoirGreat FallsHerndonLortonManassasMcLeanRestonSpringfieldViennaWashington, D.C.WoodbridgeOther
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 HomeCondo/Co-opTownhouseOpen to options
Number of Bedrooms
Number of Bathrooms (Please specify Full & Half Baths)

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?

YesNo
When will the property be available for the next occupant?

MonthDayYear
Date
What is your desired minimum and maximum lease term? (12-24 months, 12-36 months, etc)
Pets allowed?

YesNo
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?
Should be Empty:

	Bedrooms	Full Bath	Half Bath
Upper Level
Main Level
Lower Level
Upper Level 2
Total

	Home Includes	# of Parking Spaces
Attached Garage Parking Spaces
Detached Garage Parking Spaces
Driveway Parking Spaces
Street Parking Spaces

	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

	Name of Company/Provider
Natural Gas/Oil Provider
Water Company
Electric Company
Internet/Cable Company
Trash Company

	Tenant Name	Phone Number	Email
Tenant 1
Tenant 2
Tenant 3
Tenant 4

Client Questionnaire

Buyer Questionnaire

Let's Discuss Your Next Home!

Home Features

Home Price & Financing

Tell Me About You!

Seller Questionnaire

Tell Me About Your Home

Conveyances

Utilities

Community Information

Current Liens

IRS/FIRPTA

Seller Duties

Let's Help Buyers Fall in LOVE With Your Home

Tenant Questionnaire

Let's Talk About Your Next Home!

Landlord Questionnaire

Questions or Concerns?