BUYER INTAKE FORM

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 NameLast Name
Phone Number (Purchaser 1)
Format: (000) 000-0000.
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 NameLast Name
Phone Number (Purchaser 2)
Format: (000) 000-0000.
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

CityState / 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?
What is your current living situation?

Other
If you are renting when is your lease up?
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?
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?
IF YES, HOW MUCH WERE YOU APPROVED FOR?
PLEASE UPLOAD YOUR PRE QUALIFICATION LETTER

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?
PROPERTY DETAILS
ARE THERE ANY SPECIFIC NEIGHBORHOODS, CITIES, OR SCHOOLS THAT YOU ARE FOCUSED ON?
WHAT TYPE OF PROPERTY ARE YOU INTERESTED IN?
HOW COMFORTABLE ARE YOU DOING WORK ON THE PROPERTY?
HOW MANY BEDROOMS DO YOU NEED?
HOW MANY BATHROOMS DO YOU NEED?
DO YOU HAVE A PREFERENCE FOR HOW MANY STORIES THE PROPERTY IS?
HOW IMPORTANT IS A GARAGE?
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?
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!
Should be Empty:

BUYER INTAKE FORM

MAILING ADDRESS

LIFESTYLE

FINANCES

FOR NON - PRE APPROVED BUYERS

PROPERTY DETAILS

PRIORITIES