Buyer Intake Form

Buyer Intake Form

If you don't know an answer to a question, please answer to the best of your ability, we will go over this form during our initial consultation. Expect to spend about 5 minutes on the form, and please have your prequalification letter ready to upload if you have one.
Buyer #1*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Birthday

MonthDayYear
If you like presents, leave your birthday here.
Occupation and Company
One of my biggest assets is my network, so I like to know if we already have mutual connections
Buyer #2

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Birthday

MonthDayYear
If you like presents, leave your birthday here.
Occupation and Company
One of my biggest assets is my network, so I like to know if we already have mutual connections
Are there any other indirect decision makers involved in your purchase?
If there is anyone whose opinion you value during this process, and will be attending showings, please include here.

Mailing (or Current) Address*

Street Address

Street Address Line 2

CityState

Zip Code

How did you find us?
Let us know who we can thank for the referral! Or if you found us online, that helps too.
Is this your first time buying a home?
What is your current living situation?
What made you decide that this was the time to buy?
Ideally, when would you like to be getting the keys to your new home?*
Do you have any concerns or questions about the home buying process that you'd like me to address?
What has your home shopping experience been so far?
Have you seen properties yet? Just looked online? Stopped by open houses or new construction?
When are the best time(s) for you to see properties?
We like to ask upfront since this market can move fast, a rough estimate or general idea is just fine.

What is your price point?*
How are you looking to purchase?*

CashConventional FinancingFHA / VA/ USDAUnknownOther
How much would you like to put down?
Who is your lender?
Please provide name and company if possible.
Has your lender taken you through a mortgage estimate (that shows cash to close)?
Please upload your prequalification letter

Uploading this will make our time together more efficient so we can see the details of your loan. We do not see financials, only the letter that you provide from your lender.
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Last few questions...What are absolute must-haves? *
If the home is missing this, you do not want to see it. Example: Must be less than 30 min drive to work.
What are things that would be good, but not mandatory?
What are things that aren't mandatory, but you would like to have in a home? Example: Soaking bath, bar area, wood floors, etc.
Are there any negative deal breakers?
List anything that you absolutely do not want, and this would be removed from your search list entirely. Examples: in a flood zone, two-story, etc.
Is there anything else you'd like us to know about your new property?
I recorded a Buyer's Workshop that will help you understand key steps in the buying process. This will help make the process easier for you, since this is an important investment. Will you agree to watch the workshop prior to our consultation?*
After you hit submit, you'll be sent a link to the workshop to view at a time that works best for you.
I operate with an Exclusive Buyers Agency Agreement. This helps you by avoiding possible conflicts of interest, protects your confidentiality, and allows me to operate with your best interests in mind. I want to be 100% committed to every client that I work with, which means I will have more time for buyers that are interested.
If you are comfortable and confident during the consultation that I am the best agent to help you buy your new property, are you open to signing an exclusive agency agreement?*
If you're not there yet, no worries, we can still meet and answer your questions!
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