Interview Questionnaire
To ensure that we are working at the highest level to achieve your specific goals, we have created a short questionnaire for us to get to know you better! Please complete prior to our meeting.
Your Name
*
First Name
Last Name
Spouse/ Partner Name
First Name
Last Name
E-mail
*
example@example.com
Spouse/ Partner E-mail
example@example.com
Phone Number
*
Spouse/Partner Phone Number
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Who will be the primary contact?
*
Whether it is one primary contact or multiple
When is the best time to reach you?
*
Anytime
Daytime
Nights
Weekends
Preferred contact method
*
Text
E-mail
Phone Call
Help me get to know you!
The top 3 most important qualities I expect from the professional I will hire are:
*
Availability in showing homes to me
Strong negotiation skills
Finding the perfect home quickly
Sending me listings minutes after they hit the market
Constant & consistent communication
Professionalism
Neighborhood expertise & knowledge
Knowing about homes before they hit the market
Well versed in the art of handling multiple offer situations
Other
Are you a first-time home buyer?
*
Yes, please educate me in-depth about the process!
Yes, but I have a good understanding of the process.
No, I have purchased before. I'm a pro!
No, but it has been awhile and would love a refresher!
I have completed the first home-buying step by obtaining a mortgage pre-approval
*
Yes, I am already pre-approved for a mortgage loan
No, please have a trusted lending partner call me to discuss the pre-approval process
No, I'm paying cash for my new home
Please upload your current pre-approval letter or verification of funds letter if cash.
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What is the price range you feel best fits your budget for a home purchase?
*
Do you have a home to sell before you can purchase you next home?
*
No, let's get started
Yes, please help me to also sell my home
Yes, please refer me a top agent in my area to help me sell my home (moving to Georgia)
Yes, and I already have it on the market
Yes, and I already have my home under contract
When is an ideal time for you to view the homes you have shown interest in?
*
Weekdays: 9am-noon
Weekdays: noon-3pm
Weekdays: 4pm-7pm
Weekends: 9am-12pm
Weekends: 2pm-5pm
My schedule is flexible. I can be available whenever.
Other
It's all in the details!
Where would be your ideal location(s) and why?
*
Do you require a specific school district?
*
Yes
No
If yes, which do you prefer?
Which amenities do you prefer to have in your next neighborhood?
*
Walkability to nearby shops, restaurants, etc.
Master planned community
Neighborhood Pools & Parks
Close to major highway for easy commute
Gated Community
No HOA fees/ No HOA
Other
What type of home are you looking for?
*
Single story single-family home
Two story single-family home
Townhouse
Condominium
Highrise
I need to buy a home:
*
Between 1 week and 1 month
Between 1 month and 3 months
Between 3 months and 6 months
More than 6 months and a year
My ideal home condition threshold.
*
It needs to be completely updated to today's standard and/or new
I'm willing to do cosmetic updates only (kitchen, baths, paint, fixtures)
I'd consider a home that may need some bigger renovations (structural, electrical, etc)
How would you describe your perfect, ideal home? (We can go over this together if preferred).
Minimum bedrooms and bathrooms? What type of design? What type of community? Minimum square footage? Etc.
What would be your five "non-negotiables" for your next home? (We can go over this together if preferred).
1. 2. 3. 4. 5.
What type of Buyer are you?
*
Platinum Buyer - I'd like to buy a home now and am pre-approved. Ideally I'd like to find a home within 30 days or I won't have a roof over my head.
Gold Buyer - I am ready to buy, however I have a home to sell, a lease to fulfill or are still working on obtaining a pre-approval. Ideally I'd like to find a home within 90 days.
Silver Buyer - I would buy a home now only if the absolute perfect home would present itself. Ideally I'd like to find a home within 6 months.
Special dates I need to know...
Your Birthday
-
Month
-
Day
Year
Date
Spouse/ Partner Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Anniversary
-
Month
-
Day
Year
Date
These are a few of your favorite things:
Food:
Beverages non & alcohol:
Hobbys:
Restaurants:
Musical Artist or Group:
Book:
Last but not least!
Anything I may have missed that you would like me to know?
Submit
Should be Empty: