BUYER INTAKE FORM
Thank you for taking the time to set an appointment with me. I truly appreciate the opportunity to assist you with your real estate needs. Please take a moment to answer these quick questions so I could prepare for our consultation.
Name (Purchaser 1)
First Name
Last Name
Name (Purchaser 1)
First Name
Last Name
First Name
Last Name
Phone Number (Purchaser 1)
Email (Purchaser 1)
example@example.com
OCCUPATION AND COMPANY
One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
When is your birthday? (Purchaser 1)
*
If you like presents, leave your birthday here.
Name (Purchaser 2)
First Name
Last Name
Phone Number (Purchaser 2)
Email (Purchaser 2)
example@example.com
When is your birthday? (Purchaser 2)
*
If you like presents, leave your birthday here.
OCCUPATION AND COMPANY
One of the biggest benefits to working with me is my network - I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
Are there any other indirect decision makers involved in your purchase or home sale?
If there is anyone whose opinion you value during this process, include them here.
MAILING ADDRESS
This information remains private at all times.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
LIFESTYLE
HOW DID YOU FIND ME?
What city, state & area are you looking to purchase?
Is this your first home purchase?
YES
NO
What is your current living situation?
Renting with a lease
Owning and needing to sell
Living with family
This is a secondary/investment property
Other
WHAT MADE YOU DECIDE THAT THIS WAS THE TIME TO BUY?
Are you relocating from another city?
Yes
No
Other
If relocating: On a scale of 1 to 5, how confident are you about relocating to the area? A 5 would mean you've done extensive research and are fully committed to making the move.
Not Confident, Just Curious
1
2
3
4
Very Confident, Ready to Purchase
5
1 is Not Confident, Just Curious, 5 is Very Confident, Ready to Purchase
IDEALLY, WHEN WOULD YOU LIKE TO BE GETTING THE KEYS TO YOUR NEW HOME?
WHAT HAS BEEN YOUR EXPERIENCE SO FAR WITH REAL ESTATE?
Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let me know!
DO YOU HAVE ANY CONCERNS ABOUT THE HOME BUYING PROCESS THAT YOU'D LIKE ME TO ADDRESS?
GENERALLY, WHEN ARE YOU AVAILABLE TO SEE PROPERTIES?
Since this market is moving quickly, I like to know this up front.
FINANCES
WHAT IS YOUR DESIRED PURCHASE PRICE POINT?
HOW ARE YOU LOOKING TO PURCHASE?
Finance
Cash
HOW MUCH DO YOU HAVE SAVED TO GO TOWARDS THIS HOME BUYING PROCESS?
HOW MUCH WOULD YOU LIKE TO PUT DOWN?
DO YOU ALREADY HAVE A MORTGAGE LENDER?
Yes
No
IF YES, HOW MUCH WERE YOU APPROVED FOR?
HAS YOUR LENDER TAKEN YOU THROUGH A MORTGAGE ESTIMATE THAT SHOWS YOUR CASH TO CLOSE?
Yes
No
PLEASE UPLOAD YOUR PRE QUALIFICATION LETTER
Browse Files
Drag and drop files here
Choose a file
Uploading this will make our time together way more efficient so we can see the details of your loan.
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FOR NON - PRE APPROVED BUYERS
IF YOU HAVE NOT SPOKEN WITH A LENDER YET, PLEASE ANSWER THE FOLLOWING QUESTIONS?
TO THE BEST OF YOUR KNOWLEDGE, WHAT IS YOUR CURRENT CREDIT SCORE?
HAVE YOU BEEN FULLY EMPLOYED FOR THE PAST TWO YEARS?
ARE YOU AWARE OF ANY COLLECTION ACCOUNTS ON YOUR CREDIT PROFILE?
ARE A VETERAN?
YES
NO
PROPERTY DETAILS
ARE THERE ANY SPECIFIC NEIGHBORHOODS, CITIES, OR SCHOOLS THAT YOU ARE FOCUSED ON?
WHAT TYPE OF PROPERTY ARE YOU INTERESTED IN?
SINGLE FAMILY HOME
MULTI FAMILY
TOWNHOME
HOW COMFORTABLE ARE YOU DOING WORK ON THE PROPERTY?
FULLY COMFORTABLE
I'LL DO COSMETIC WORK (PAINT/REPLACING CARPET)
I'M LOOKING FOR SOMETHING MOVE IN READY
Type option 4
HOW MANY BEDROOMS DO YOU HAVE / NEED?
1+
2+
3+
4+
5+
NO PREFERENCE
HOW MANY BATHROOMS DO YOU HAVE / NEED?
1+
2+
3+
4+
5+
NO PREFERENCE
DO YOU HAVE A PREFERENCE FOR HOW MANY STORIES THE PROPERTY IS?
I HATE STAIRS! I ONLY WANT ONE STORY.
I LIKE THE SEPARATION! I'M GOOD WITH 2+ STORIES
HONESTLY, I DON'T HAVE A PREFERENCE.
HOW IMPORTANT IS A GARAGE?
MUST HAVE
NICE TO HAVE
NO PREFERENCE
PRIORITIES
ARE THERE ANY HOME FEATURES EXTREMELY IMPORTANT TO YOU?
What are the things that you don’t want me to waste your time showing if it’s missing?
WHAT ARE YOUR "WOULD BE NICE TO HAVES"
What are the things that would be pleasant surprises but aren’t mandatory?
WHAT ARE YOUR ABSOLUTE DEAL BREAKERS?
What are the things that would be pleasant surprises but aren’t mandatory?
IS THERE ANYTHING ELSE YOU'D LIKE ME TO KNOW ABOUT YOUR NEW PROPERTY?
What are the things that would be pleasant surprises but aren’t mandatory?
What are you looking for in a REALTOR? Anything that comes to mind when you think of your requirements of real estate agent. Example - knows condominiums, great with first time home buyers, great negotiation skills, availability, organized, etc.
IF YOU ARE COMFORTABLE AND CONFIDENT DURING THE CONSULTATION THAT I AM THE BEST REALTOR TO HELP YOU PURCHASE YOUR NEW PROPERTY, ARE YOU WILLING TO SIGN AN EXCLUSIVE AGENCY AGREEMENT?
WHAT'S YOUR PREFERRED METHOD OF COMMUNICATION?
*
EMAIL
PHONE CALL
TEXT
DO YOU HAVE CHILDREN
YES
NO
IF YES NAME(S) AND AGE(S) OF CHILDREN:
YOUR HOMETOWN
*
DO YOU HAVE PETS: TYPES & NAMES
*
FAVORITE COLLECTIBLE ITEMS (CANDLES, ETC):
*
FAVORITE BEVERAGE (ALCOHOL OR NOT):
*
FAVORITE SNACK AND OR FOOD PLACE
*
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