All About YOU Form
Thank you for taking the time to fill out this form! This will help me get to know you better, and help serve you in the future! All of your information is confidential and will not be distributed without your authorization.
What's your name?
*
First Name
Last Name
What's phone number?
*
-
Area Code
Phone Number
What's your email?
*
example@example.com
When is your Birthday?
Month and Date (MM/DD)
Do you have a spouse or partner?
*
Yes
No
What's your spouse or partner's name?
*
First Name
Last Name
What's your spouse or partner's phone number?
*
-
Area Code
Phone Number
What's your spouse or partner's email?
*
example@example.com
When is your spouse or partner's Birthday?
Month and Date (MM/DD)
What's your address?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have any children?
Yes
No
Do you have any pets?
Yes
No
What kind of hobbies do you enjoy?
Reading
Traveling
Cooking/Baking
Fitness/Exercise
Outdoors/Camping/Hiking
Gardening
Music
Art/Photography
Volunteering
DIY Projects/Crafts
Sports Watching
Podcast Listening
Wine/Beer Tasting
Board Games/Puzzles
Fishing
Technology/Gadgets
Cultural Events
Meditation/Yoga
Home Improvement
Writing/Blogging
Do you need a referral to any of the following professionals?
Home Lender
Real Estate Attorney
Home Inspector
Accountant (CPA)
Financial Planner
Do you have a real estate agent who you are working with?
Yes
No
Are you interested in attending our complementary 1 on 1 consultation?
*
Yes
No
Maybe
What kind of communication do you prefer?
*
Phone
Text
Email
WhatsApp
Are you looking buy or sell a home?
Sell a home
Buy a home
Would you like to share what kind of home you are looking for?
*
Yes
No
Are you a first-time homebuyer?
*
Yes
No
Have you previously owned a home in the U.S.?
*
Yes
No
Are you looking to purchase an investment property?
*
Yes
No
Home size
Lot size
Year built
When did you purchase your home and for how much?
Does your property have any unique features?
Have you done any upgrades to the home?
On a scale of 1-10, what number would you give it?
Please Select
1
2
3
4
5
6
7
8
9
10
What would it take to make it a 10?
Is there anything, positive or negative, that could possibly affect the price that I should know about?
Where are you moving to? (or considering moving to)
What would happen if your home did not sell?
How much do you want to sell the property for?
How much do you owe on the home currently?
Have you ever thought about selling your home yourself?
Yes
No
Do you plan on interviewing more than one agent for the job of selling yourhome?
Yes
No
Any other questions or items you would like to share?
Do you currently rent or own a home?
*
Rent
Own
Own but need to Sell
What month/year is your lease up?
*
Can you buy out if you find a great home?
*
Yes
No
What location(s) are you looking to buy your home in?
*
Where are you commuting to/from?
*
How long of a commute are you looking for (one way)?
*
30 min
45 min
1 hr
1hr 15 min
1.5 hrs
What kind of neighborhood?
*
Urban
Suburban
Suburban (large lots)
Rural
Don't know
What type of home?
*
Single-Family Residence
Townhome
Condo
Other
Home Condition
*
New Construction
Updated (Looks New)
Cosmetic Fixer (Looks Old, Light Renovation)
Fixer (Looks Old, Major Renovation)
Oldest age of the home?
Bedrooms
*
1+
2+
3+
4+
Bathrooms (1 = Full Bath)
*
1+
1.5+
1.75+
2+
2.5+
Size (square footage)?
*
900-1,200 ft.²
1,200-1,900 ft.²
2,000-2,500 ft.²
2,600-4,000+ ft.²
Are schools important for you?
Yes
No
Desired School Rating?
Yard?
*
Small Yard
Medium Yard
Big Yard
No Yard
Do you need vehicle parking?
No
1 Parking Spot
2 Parking Spots
Garage 1 Spot
Garage 2 Spots
More than 3 Parking Spots
Directional Preference?
Yes
No
Other
Is natural light important for you?
Yes
Somewhat
No
What are your deal breakers?
*
Anything else important?
How are you financing your new home?
*
Loan
Cash Out
Have you been pre-approved for a loan?
*
Yes
No
Which lenders?
*
What is your TOTAL Down Payment ($Dollar Amount)
What is your desired Monthly Payment ($Dollar Amount)
What is your price range?
*
$400,000 - 550,000
$1,100,000 - $1,350,000
$550,000 - $700,000
$1,350,000 - $1,500,000
$700,000 - $900,000
$1,500,000 - $2,000,000
$900,000 - $1,100,000
$2,000,000+
I don't know
Do you or a co-borrower work in any of the following professions?
Law Enforcement
Educator
Health Care Worker
Fire Fighter
If you are able and ready to sell your home, how soon would you like to make that happen?
*
ASAP
1-3 Months
3-6 Months
6+ Months
If you qualify and could find the perfect home, how soon would you like to make a move?
*
ASAP
1-3 Months
3-6 Months
6+ Months
How motivated are you on a scale of 1-10?
*
Do you know anyone who might be looking to Buy, Sell, or Invest in Real Estate in the next 6 months - 1 year?
Yes
No
Possibly
Save
Submit
Should be Empty: