Buyer Intake Form
The purpose of this form is to help us better understand your home buying goals and the type of property you are interested in purchasing.
Buyer one:
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer two:
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Are you working with an agent?
*
Yes
No
Agents Name
First Name
Last Name
Is this your first home purchase?
*
Yes
No
When was the last time you purchased a home?
*
Which best describes your current living situation?
*
I own a home that I need to sell
Living with someone
Renting
Other
Property Address of the Home to Be Sold
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Ideally, when would you like to move into your new home?
*
1-3 months
3-6 months
6-12 months
Other
What is the maximum monthly housing payment you would feel comfortable with?
*
How do you plan to purchase your home?
*
Cash
Mortgage financing
Have you been pre-approved for a mortgage?
*
Yes
No
Who is your mortgage lender?
*
Name of lending institution.
What type of mortgage loan are you currently pre-approved for?
*
Conventional
FHA
USDA
VA
Unsure
Other
How much are you planning to put toward your down payment?
*
0
3.5%
5%
10%
20%
Other
Would you like a recommendation for a trusted lender?
*
Yes
No
Has your lender reviewed your estimated closing costs with you?
*
Yes
No
What is the minimum number of bedrooms you need?
*
1+
2+
3+
4+
5+
Other
What is the minimum number of bathrooms you need?
*
1+
2+
3+
4+
Other
What type of property are you interested in? (Select all that apply)
*
Single-Family
Condo
Townhouse
Multi-family
Manufactured home
Modular home
Mobile home
Commercial
Industrial
Farm-acreage-land
Do you have a preference for a particular home style?
1 1/2 story
2 Story or 2 level
3 or more stories
Ranch or 1 level
Raised ranch
Split entry
Patio
Multi-level
Mid-rise
High-rise
A-frame
Other
What type of parking do you prefer? (Select all that apply)
*
Off-street parking
On-street parking
Attached garage
Integral garage
Detached garage
How much land would you prefer with the property? (Select all that apply)
*
Less than 1 acre
1-2 acres
2-3 acres
3-5 acres
5-10 acres
10+ acres
Other
How do you feel about properties with a Homeowners Association (HOA)?
Absolutely not
If it's reasonable, I'm not opposed to it
I have no preference
How much work are you comfortable taking on in a home?
I’m open to major renovations
Cosmetic updates are fine
I’m looking for a move-in-ready home
Other
Which of the following features are important to you? (Select all that apply)
Finished basement
At least one bedroom on the main level
Fenced-in backyard
Privacy / space from neighbors
Convenient access to major highways
Private pool
Community pool
Gated community
Please include any preferred neighborhoods, cities, townships, boroughs, counties, or school districts.
*
The more areas you provide, the better we can tailor your home search.
What are your absolute must-haves in a home?
Please list any features or requirements that are essential to your home search.
What features would be nice to have, but aren’t essential?
Think of features you’d enjoy, but could be flexible on if the right home comes along.
What are your absolute dealbreakers?
Please list anything that would cause you to rule out a property.
When are you typically available to tour homes? (Select all that apply)
*
Mornings
Afternoons
Evenings
Weekends
Other
How did you hear about us?
Google Search
Social Media
Word of Mouth
Friend or Family Referral
Past Client
Event or Open House
Other
Submit
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