Buyer Intake Questionnaire
To assist our team in learning how to best serve you during the home buying process, please take a few moments to complete the below form.
I. TELL US ABOUT YOU (Click to expand/collapse)
Name - Buyer #1
*
First Name
Last Name
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Name - Buyer #2
First Name
Last Name
E-mail (Buyer #2)
example@example.com
Phone Number (Buyer #2)
Format: (000) 000-0000.
How would you like to stay in touch?
*
Please Select
phone
text
E-mail
Who will be the primary decision maker?
Please Select
Buyer 1
Buyer 2
Joint Decision
II. ABOUT YOUR HOME SEARCH (Click to expand/collapse)
How long have you been looking for a new home?
Please Select
Just Started
0 - 3 Months
6 Months
Have you spoken to a Lender?
*
Yes
No
Have you been pre-approved?
*
Yes
No
How have you been searching? What tools, websites or methods are you using?
Have you worked with an agent?
Yes
No
What is the status of your relationship with the agent?
III. MOTIVATION (Click to expand/collapse)
Why are you wanting to make a move now?
When would you like to be in your new home?
Do you have an expiring lease and if so please provide the date?
Do you need to sell your present home to make this move?
Is your present home on the market?
Yes
No
How much cash are you prepared to use for downpayment and closing costs in total?
*
Please enter dollar amount.
What monthly payment (total, including taxes and insurance) would you be comfortable making?
*
Please enter dollar amount
If we found your dream home today, is there any reason you could not purchase it?
Where is your present home located?
Do you rent or own it?
Where is your work/business/study location ?
IV. DESIRED NEW HOME PREFERENCES (Click to expand/collapse)
In what price range will be your next home?
What are your preferred location(s)?
What schools, workplaces, social activities and community amenities would you like to be near?
What is the longest commute you would consider?
Name the Top three (3) things you MUST have in your next home?
*
Must Have #1 - If none, enter N/A
*
Must Have #2 - If none, enter N/A
*
Must Have #3
How many Bedrooms it should have (minimum)?
*
How many Bathrooms it should have (minimum)?
*
Square Foot (minimum)?
*
Lot Size (acres)?
Do you require a basement?
What features you prefer to have in your next home?
Check the below required features:
Bedroom on main level
Ranch Style Home
Separate Dining Room
None Covenant Restricted Subdivision
Major repairs and remodeling , over $10,000
The property can be a FIXER UPPER project
How much you are ready to invest in repairs and remodeling ?
$0, the property should be ready to move in
Just cosmetic repairs, DYI
Small repairs, replacement of appliances ,under $1,000
Repairs, remodeling, replacement of appliances $1,000-10,000
Major repairs and remodeling , over $10,000
The property can be a FIXER UPPER project
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