Buyer Intake Form

Buyer Intake Form
Name (Buyer #1)*

First NameLast Name
E-mail
example@example.com
Phone Number*
Format: (000) 000-0000.
Birthday. (Buyer #1) If you like presents, leave your birthday here ;)

MonthDayYear
Date
Buyer #1 - Occupation and Company. (One of the biggest benefits to working with us is our 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!)
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Is there a Buyer #2?*

YesNo
Are there any other indirect decision-makers involved in your purchase?*

YesNo
If there is anyone whose opinion you value during this process, include them here.
MOST Preferred Method of Communication*

TextCallEmail
Is this your first home purchase?*

YesNo
What is your current living situation?*

Renting with a leaseOwning & need to sell firstCurrently living with family/friendThis is a secondary/investment property
What made you decide that this was the time to buy?
Ideally, when would you like to be getting the keys to your new home?
Do you have any concerns about the home-buying process that you'd like me to address?
What has your home shopping experience been like so far? Have you seen properties yet? Just shopped online? Stopped by a few open houses or new construction? Let me know!
When are you available to see properties? Since this market is moving quickly, it's important we know your availability.*

MorningsAfternoonsEveningsWeekdaysWeekendsWhenever - I am ready
What is your price point?*
How are you looking to purchase?*

CashConventional LoanFHA - Federal LoanVA - Veterans LoanOther (Hard Money Loan, Family Gift etc)
How much would you like to put down?*
Has your lender taken you through a mortgage estimate that shows your cash to close?*

YesNo
Should be Empty: