HOME BUYER CONSULTATION
In the largest transaction of your life, you should feel like a VIP. Please take a moment to fill out this survey
START HERE
(Page 1 of 5)
Buyer #1
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Birthday
If you like presents, leave your birthday here:
Occupation
The last thing we want is to have you stuck in traffic! What part of the city do you work in and how close would you like to be to work? We would love to hear about what you do for a living?
Are there any other indirect decision makers involved in your purchase?
If there is anyone whose opinion value during this process, include them here.
Generally, when are you available to see properties?
Since this market is moving quickly, we like to know this up front.
Buyer #2
(Skip if not Applicable)
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Birthday
Occupation
The last thing we want is to have you stuck in traffic! What part of the city do you work in and how close would you like to be to work? We would love to hear about what you do for a living?
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Dream Home Details
(Page 2 of 5)
What type of property are you interested in?
Single Family
Town house
Condo
Multi-Family for investments
How many bedrooms do you need?
1+
2+
3+
4+
5+
How many bathrooms do you need?
1+
2+
3+
Are there any specific neighborhoods, cities or schools that you’re focused on?
How important are these features important to you?
Is this Important to You?
Large Kitchen
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Granite / Solid Stone countertops
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Kitchen with Island
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Large formal dining room
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Fenced in backyard
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Nice outdoor space
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Large Yard with Grass to Play
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Primary Bedroom
on the main floor
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
At least one room on the main floor
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Basement
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Community Pool
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Private Pool
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Local School Ratings
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Golf Course Nearby
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Close to Shopping
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Gated Community
Not Really
It Could be Nice
Somewhat Important
Very Important
Must Have!
Do you have a preference for how many stories the property is?
Honestly, no preference
I like separation, two stories would be great!
I like separation, two stories would be great!
Would like to have a basement if possible
How important is a garage?
Not a big deal
Nice to Have
At least a one car
We must have room for two or more cars
How comfortable are you doing work on the property?
Bring it on!
I'll do cosmetic work for the right price (Paint & Flooring)
Turn key & Move in Ready
I want as new as possible
Let's start with new construction, and go from there
How do you feel about HOA Associations?
Sure, not a problem
I would be open, as long as it is not too expensive with good value
Not a fan!
No thank you, I need wide open space
Are you open to 55+ communities?
Not at my age, too young
They are nice places to live, I would consider it
Yes, that sounds nice!
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Your Life Style
(Page 3 of 5)
Is this your first home purchase?
Yes
No
It has been a while since I owned a home
What is your current living situation?
Rent with a lease
Living with Family
Own and need to sell first
This is a secondary or Investment Home
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?
-
Month
-
Day
Year
Date
Do you have any concerns about the home buying process that you’d like us to address?
What has your home shopping experience been so far? (Select all that apply)
Just Getting Started
Looking Online
Stopped in a few open houses
Looked at a few New Construction
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Your Must Haves
(Page 4 of 5)
What are your absolute must haves?
What are the things that you don’t want me to waste your time showing if it’s missing?
What are your nice to haves?
What are the things that would be pleasant surprises but aren’t mandatory?
What are your absolute deal breakers?
You don’t need to reiterate the must haves.
Is there anything else that you’d like us to know about your new property?
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Ideal Financing
(Last Page)
What is your ideal Monthly Payment for the right home?
Have you considered your loan options?
Not yet, please help!
FHA - First Time Home Buyer Loan
VA Loan
Conventional Loan
Cash
How much money have you set a side for closing costs?
Are you getting your loan with anyone?
Has your lender taken you through a mortgage estimate that shows your cash to close?
Yes
No
No lender yet, We can help find the perfect one for you
Please upload your prequalification letter (If applicable)
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If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?
Yes
No
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