Seller Pre-Listing Consultation Survey
Step 1: Tell Us About Yourself
Who are you and why are you thinking about selling your home?
Name
*
First Name
Last Name
E-mail
*
Phone Number
*
-
Area Code
Phone Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the full property address of the home you are hoping to list?
*
Is someone else selling the home with you?
*
Yes
No
If yes, what is their name?
E-mail
Phone Number
-
Area Code
Phone Number
Is this person also on the title for the home you hope to list?
Yes
No
Not sure
Where are you moving (if you know)?
Why are you selling your home?
ex: We need more space for our growing family; I accepted a job in another city; I retired and it's time to downsize.
How did you hear about us?
ex: My friend/family member _________ referred me; I found your profile on Zillow.com (or another real estate website).
Are you speaking with any other brokers?
*
Yes
No
What are your top questions/concerns you'd like to address about the process or working together?
ex: I need to sell this home in order to buy my new home; What prep work will need to be done before listing my home?; What marketing avenues do you utilize when listing a home? What if my home doesn't sell?
Do you have an attorney who specializes in real estate transactions?
Yes, I have worked with this person before and I'd like to work with them again.
Yes, but I have not worked with this person before.
Yes, but I was disappointed the last time I worked with them and I'd like to upgrade.
No.
Other
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Step 2: Meeting Prep
Things to consider before we meet. Please be prepared to discuss.
What do you love about your current home? What causes you frustration?
Amazing natural light for my plants but I can hear my neighbors snoring every night.
What do you love about the neighborhood? What amenities do you find valuable?
ex: There are three different coffee shops within walking distance and I have easy access to the lakefront for my morning jogs.
What has your experience been like with real estate agents in the past?
ex: My past agent didn't seem to listen to my needs and took forever to respond to emails.
Which is more important to you: getting top dollar or a quicker sale?
ex: I need a quicker sale because I would like to be settled in my new home before winter hits. Since I haven't found my new home, I would like to garner the best price possible.
What improvements have you completed in the home and when?
ex: I upgraded all the kitchen appliances, installed a new water heater, added a smart thermostat, replaced some of the windows, etc.
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Step 3: Tell Us About Your Home
How much do you owe on the property? i.e. mortgages, liens, etc.
*
What do you envision listing the home for?
*
When do you want to list your home?
*
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Step 4: On a Whim
A few fun facts about you
What do you do for work?
*
ex: I'm a fifth grade teacher at a private school in Myers Park and he's a school psychologist for the Charlotte school system. I'm a photographer with a gallery in NODA and I specialize in portrait photography.
My birthday is:
ex: February 17 (don't ask me the year.) March 31, 1985
In my free time, I enjoy...
ex: ...taking yoga classes and running along the lake before going to brunch with friends. ...eating pizza and watching The Blackhawks. ...checking out local breweries and biking around town.
My favorite holiday is:
ex: ARBOR DAY! I just can't get enough. I'm all about Hanukah, she's a Kwanzaa girl.
My go-to happy-hour beverage is:
ex: A local craft beer. Whiskey on the rocks. A pretty cosmopolitan. Arnold Palmer. Hot tea.
The coolest place I've travelled is:
ex: The Galapagos Islands. Portland, Oregon. The music scene there is amazing!
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