BUYER INTAKE FORM
Thank you for scheduling an appointment with me. I appreciate the opportunity to assist you with your real estate needs. Could you please take a moment to answer these quick questions so I can better prepare for our consultation?
Name (Purchaser 1)
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
WHEN WOULD BE YOUR IDEAL TIMEFRAME TO RECEIVE 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!
ARE THERE ANY CONCERNS ABOUT THE HOME BUYING PROCESS THAT YOU WOULD 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 MONTHLY MORTGAGE PAYMENT AMOUNT ARE YOU COMFORTABLE WITH?
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?
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 YOU 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
HOW MANY BEDROOMS DO YOU NEED?
1+
2+
3+
4+
5+
NO PREFERENCE
HOW MANY BATHROOMS DO YOU 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
WHAT ARE YOUR HOME NEEDS?
What are the things that you don’t want me to waste your time showing if it’s missing?
WHAT ARE YOUR HOME WANTS?
What are the things that would be pleasant surprises but aren’t mandatory?
WHAT ARE YOUR HOME 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 qualities are you seeking in a REALTOR? Are there specific attributes or skills you consider essential, such as expertise in condominiums, experience with first-time homebuyers, strong negotiation skills, availability, or organizational abilities?
WHAT'S YOUR PREFERRED METHOD OF COMMUNICATION?
EMAIL
PHONE CALL
TEXT
Thank you for your input and support. I'm excited about the opportunity to work with you! Remember, I'm always available for your referrals!
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