Real Estate Buyer Consultation Checklist

Buyers Information Checklist

Please fill in the form below.
Buyers Name

First NameLast Name
E-mail
Cell Phone#

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
When is your birthday?
How did you hear about me?

Other
Who is the primary contact and what is the best time to reach that individual
Best way to communicate
What is prompting your move?
Areas or communities that you are looking to locate to...
Are you pre-approved for a mortgage?
Approximate price range:
How was this determined:
Preferred Lending Institution (If applicable)
How much would you prefer to put as a down payment? (% or $)
When would you want to be in your new home?
Type of property

Other
Number of Bedrooms:
Number of Baths:
Tell me about your ideal location.
What is your maximum commute time and distance?
What is your work address?
Are schools important?
Is there a particular view you are seeking? (i.e. water view, city view)
Do you have a preference for when the house was built?
Do you want a house that is move in condition or are you willing to do some work?
Do you want a pool?
What size lot do you need? (If single Family home)
Do you need a garage? If so, what size?
Who will be living in that home?
Describe your lifestyle: What do you enjoy doing at home?
Do you have anything special that needs to be accommodated such as large equipment or large furniture? Please describe.
Do you have any pets?
Is there anything you DO NOT like in a home? (i.e. carpet)
What are the TOP FIVE things your home needs to have?
If we found a home today that meets most of your criteria, would you make an offer?
Please upload your pre-approval if you have one.

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Buyers Information Checklist