Interview Questionnaire
To ensure that we are working at the highest level to achieve your specific goals, we have created a short questionnaire for us to get to know you better! Please complete prior to our meeting.
Your Name
*
First Name
Last Name
Spouse/ Partner Name
First Name
Last Name
E-mail
*
example@example.com
Spouse/ Partner E-mail
example@example.com
Phone Number
*
Format: (000) 000-0000.
Spouse/Partner Phone Number
Format: (000) 000-0000.
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Who will be the primary contact?
*
Whether it is one primary contact or multiple
When is the best time to reach you?
*
Anytime
Daytime
Nights
Weekends
Preferred contact method
*
Text
E-mail
Phone Call
It's all in the details!
Describe your house for me:
Address
Style
Beds
Baths
Square feet
If you were going to stay in your house for another 5 years, is there anything you would want to upgrade?
*
(ex: kitchen, bathrooms, floors, paint, outdoor, etc.)
Have you done any updates to the home since you bought it?
Have you ever sold a home before?
*
Yes
No
Special dates I need to know...
Your Birthday
-
Month
-
Day
Year
Date
Spouse/ Partner Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Child/ Pet Birthday
-
Month
-
Day
Year
Date
Anniversary
-
Month
-
Day
Year
Date
These are a few of your favorite things:
Food:
Beverages non & alcohol:
Hobbys:
Restaurants:
Musical Artist or Group:
Book:
Last but not least!
Anything I may have missed that you would like me to know?
Do you have any immediate questions for me?
Submit
Should be Empty: