New Client Information Form:
Please take a few minutes to provide the information below so I can best prepare to assist you.
Full Name
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
Preferred E-mail
*
example@example.com
Preferred Method of Communication:
Spouse/Partner's Name:
First Name
Last Name
Spouse/Partner's Email:
example@example.com
Spouse/Partner's Phone Number:
Please enter a valid phone number.
Format: (000) 000-0000.
Do you currently rent or own?
Have you bought or sold a home in the past?
Current Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Tell me about your home needs:
How soon do you want/need to be in a new home?
What areas are most interested in living?
What type of home would you prefer?
Single Family Residence
Condo/Townhome
Maintenance Provided
Other
Minimum number of bedrooms desired:
1-2
3
4
Other
Minimum number of bathrooms desired:
1 full
1 full / 1 half bath
2 full
2 full / 1 half bath
3+
Minimum number of garage spaces needed:
Not important
1
2
3
What are your top 3 MUST HAVES?
What are your top 3 DEALBREAKERS?
What is your comfort level/threshold for cosmetic needs of your new home?
Move in Ready
1
2
3
4
5
6
7
8
9
Needs Full Remodel
10
1 is Move in Ready, 10 is Needs Full Remodel
Access to amenities are important for many buyers. What amenities are most important to you (ie grocery, fitness, nightlife, schools, etc)?
Any other details or likes/dislikes about your new home that you want to include?
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Financing
What is your desired price range?
Do you plan to obtain financing for your new home?
Yes
No
Have you met with a lender to arrange financing (if applicable)?
Yes
No
If yes, lender/bank name:
If you are obtaining financing, what type of loan are you considering?
FHA or VA
Conventional
Not sure
Other
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Final Question...
Are there any additional details about you or your home search that would be helpful to share with me?
Submit
Should be Empty: