HOME BUYER QUESTIONNAIRE
Name
*
Date
/
Month
/
Day
Year
Date
Phone
Format: (000) 000-0000.
Email
example@example.com
Referred By
Buyer Status
First Time Buyer
Repeat Buyer
Second Home
Investor
Are you working with another REALTOR®?
No
Yes
Owns a home
Owns a home
Renting
Current Home (If owned):
Needs to sell current home
Not selling current home
Address
If renting what are your lease terms?
Are you Staying with Friends/Family?
Mortgage Lending type
Please Select
Cash
Conventional
FHA
VA
No Pre-Approval
OTHER
Which lending document do you have? (Please email copy to ashleysaxonrealtor@gmail.com)
Proof of Funds Letter (CASH/TRUST Purchases)
Mortgage Preapproval Letter
Not pre-approved yet/ Other
Lender name (Request Lender referrals in additional comments if needed)
Desired Move in date
/
Month
/
Day
Year
Date
PETS (List type and add WEIGHT if DOG)
ADDITIONAL NOTES
Property Location(s) desired and why
Price Range
# of Bedrooms
# of Bathrooms
# car Garage
Backyard size and details
Style type
Detached Home Townhouse Condo Mobile Home
Townhouse
Condo
Manufactured
Other (explain in Additional Comments)
Desired Age of the Home
Desired Lot Size
Desired Condition of home (new, fixer, etc)
Sale Type
Owner
Foreclosure
Short Sale
Other (explain in Additional Comments)
Describe Your Ideal Home
What are your Top Priorities for your next home in order of most important to least important?
Additional Notes
FOR SECOND HOMES:
Use Frequency
Possible Rental?:
Short Term
Long Term
Mid Term
Property Management Needed?
Yes
No
Additional Notes
FOR INVESTORS (Investment Priorities)
Cash Flow
Appreciation
Fix and Flip
Investment Goals
Hold Time Frame
Target Cap Rate
Total Budget
Possible Rental
Short Term
Mid Term
Long Term
Additional Notes
Preferred Method:
Call
Text
Email
Other
Availability
SERVICE EXPECTATIONS
Wants VS Needs
NEEDS
WANTS
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