Personal Information
Seller #1
*
First Name
Middle Name
Last Name
Suffix
Phone
*
E-mail
*
Birthday
*
-
Month
-
Day
Year
We love to celebrate with our clients.
Occupation
Networking is important to us. We love to know what our clients do in the event we can help connect them to others.
Years of service
Is there another seller or person connected to the deed (such as spouse, etc.)?
*
Yes
No
Seller #2
First Name
Middle Name
Last Name
Suffix
Phone
E-mail
example@example.com
Birthday
-
Month
-
Day
Year
We love to celebrate with our clients.
Occupation
Networking is important to us. We love to know what our clients do in the event we can help connect them to others.
Years of service
Additional questions
Any other decision makers or persons on the deed/title?
*
Please include everyone on or who could be on the deed/title.
Is the home occupied?
*
Please Select
Owner Occupied but will vacate
Owner Occupied and will remain through closing
Tenant Occupied
Vacant
Is any party a military veteran or first responder?
*
Veteran
First Responder
No
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Property Address
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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Property Information
Property Type
*
Single Family
Mobile/Manufactured Home
Barndominium
Other
Year Built
*
Total Square Feet
*
# of Stories
*
Please Select
1
2
3+
Is there a Home Owners Association?
*
Yes
No
Name of Home Owners Association?
Contact name
Contact information
Amount of dues?
Frequency of dues
Please Select
Monthly
Quarterly
Semi-annually
Annually
What is included with your association dues?
Is there any community clubhouses, playgrounds, pools, etc.
Are there any restrictions by the association?
Such as age (55+ community), parking, rental, pet kind and/or breed, for sale/yard signs, etc)
Will the buyer need access card/phone app?
Yes, I will provide at closing.
Yes, buyer will have to obtain after closing.
No, no restricted access.
Are there any liens (and amount) that you are aware of other than the mortgage?
This will help address any potential issues up front.
Bedrooms
*
Please Select
1
2
3
4
5+
Is there any bedrooms on the first floor?
*
Please Select
Yes, master bedroom.
Yes, there is a bedroom that is not the master bedroom.
Yes, multiple or all bedrooms are on first floor.
No, no bedrooms on the first floor.
Full bathrooms
*
Please Select
Half bathrooms
Please Select
1
2
3
4
5+
Builder
If known.
Parking
*
Please Select
On street
Single car driveway (no garage)
Double car driveway (no garage)
Carprort
1 car garage
2 car garage
3+ car garage
Number of A/C units?
*
Age of oldest A/C unit?
*
Age of roof
*
Is there a pool on the property?
*
Please Select
Yes, above ground.
Yes, in ground.
No
Have you updated any HVAC, plumbing or electrical?
*
If so, what and where?
Have you ever filed an insurance claims on the property?
*
If so, what was it for?
Any other updates or upgrades to the property?
*
If so, what and where?
Are there any warranties that are transferable to the buyer?
*
May include appliances, roof, pest control, etc.
Did you have permits for any work done?
*
Yes, I pulled permits for all work done.
Yes, for some of the work done.
Yes, the contractor pulled necessary permits.
No, we did not pull any permits.
Are there any outstanding, open or defaulted invoices or permits for work done that you are aware of?
*
Yes
No
Please upload any documents or invoices related to work done, insurance claims or transferable warranties.
Browse Files
You don't need to upload these now but you should start getting them together as it may come up during the inspection or on the seller's disclosure. Having invoices or documentation will ensure the buyer doesn't try to use it against us.
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Will the buyer need a mailbox key?
*
Yes, and will provide to buyer at closing.
Yes, but buyer will have to obtain a new key.
No, not applicable.
If there is a mailbox number, please provide it here:
Is there anything you do NOT want to leave with the property?
*
Any real property (fixed to the land or improvement) that you will be taking with you. Some common items are curtains or window treatments, the wall side of TV mounts, build in shelves or appliances, fixtures that are attached to and enhance the property.
Is there anything you want to leave with the property?
*
Personal property (anything not fixed to the land or improvement) needs to be conveyed. Some common items are above ground pools, play sets, art work, the TV side of the TV mount, movable shelves, non-built in appliances.
Is there any work you plan on doing to the property prior to listing the home that has not been completed? Any work while it is on the market?
*
It is best to have everything completed prior to listing pictures. However, we know sometimes schedules and time/finances don't always line up. We just have to communicate all planned repairs and completions to potential buyers.
Is there anything you want to make sure it's include in the listing description or pictures?
*
If you have any photos of the property, please upload them here.
Browse Files
This will help us visualize the property and help us give a more accurate comparative value when we meet.
Cancel
of
Please upload a copy of your most recent survey (most likely from when your purchased the home)
Browse Files
Cancel
of
Please provide any additional information or comments that pertain to selling your home.
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Finances
What is the motivation or need to move?
*
This helps better understand your situation and tailor a strategy specifically to you.
Ideally, when would you like to close?
*
-
Month
-
Day
Year
Let us know when or an estimated date you would like to close by to help us develop a strategy to keep you on target.
How much are you hoping to get for the property?
*
Are you purchasing another home when you sell this one?
*
Yes
No
Do you need the equity from this property to purchase another one?
*
Yes
No
Yes, but am open to creative financing.
If you have a mortgage, how much is your currect payoff (estimated)?
*
This helps us give you a better estimate for the amount you could net from the sale.
Are you current on your mortgage payments and property taxes?
*
Yes, mortgage and property taxes.
Yes, mortgage but not property taxes.
Yes, property taxes but not mortgage
I am not current on mortgage or property taxes.
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Preferences
When would you like the property to be active on the market?
*
-
Month
-
Day
Year
This will help us develop a strategy to accommodate your timeline as best we can.
Are you comfortable with a For Sale sign in front of your property to help advertise?
*
Yes
No
Are you comfortable having at lease one open house?
*
Yes, as many as we need.
Yes, but only a few
Yes, but only 1.
I'd rather not have any open houses.
How would you like showings to go? Limiting showing availability will have an impact on the sale of your home.
*
Anytime to allow the most buyers an opportunity to see the home.
Limited to nights/weekends.
Limited to days.
We need to coordinate with a tenant.
Other
What is important to you about the agent you partner with?
*
Are you interviewing any other agents?
*
Yes, more than 3.
Yes, 1-3.
No, not interviewing anymore.
Is there anything else you would like us to know before our meeting?
*
Please verify that you are human
*
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