Buyer Questionnaire
Contact Information & Communication
(Legal) Name
*
First Name
Last Name
(Legal) Name 2
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Phone Number 2
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Email 2
example@example.com
Is there anyone else you'd like to include in conversations? (parents, children, etc.)
How do you prefer to be contacted?
Home Search & Preparation
What is your address?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you rent or own?
Rent
Own
Other
If you rent, when is your lease up?
If you own, are you contingent on selling in order to purchase?
What is you ideal move in date for your new home?
Have you owned a home before?
Yes
No
Why are you moving?
What areas are you wanting to move?
List all locations you're open to looking at!
Are you open to homes in different areas if they fit your criteria and budget?
How long do you envision staying in this home?
Will you be purchasing personally or through an LLC/trust/company?
Have you seen any homes on the market that fit what you’re looking for?
Do you commute for work? If so, is there a distance you want to stay within?
What type of home are you looking for?
Single Family Home
Townhome (You own the interior, exterior, and the land the townhouse sits on.)
Patio Home
Apartment
Condo (You own the interior of your unit, plus a share of the building's common areas)
Would you consider new construction?
Yes
No
Maybe
Do you have any pets? How many? What are names and their size? (some HOAs have limits on dog sizes)
Can you share more details about your wish list? (Beds, bathrooms, garage, interior levels, square feet, age of home, lot size/large backyard, grass, pool, community features, HOA/non-HOA, floor plan, neighborhood, school district, etc.)
*
Are there any deal-breakers for you (e.g., busy street, small yard, no garage)?
Are you interested in any specific home styles? (Modern, traditional, ranch style etc.?)
While I will still send you all, this is helpful for me to know to your style!
Are you looking for a home that’s move-in ready, or are you open to renovations?
Can you tell me a little about your ideal floor plan?
Are you paying cash or will you need to finance?
*
Cash
Mortgage
Bridge Loan (buy before sell)
Other
Have you been prequalified
Please Select
Yes
No
What is your ideal monthly payment?
How much money do you have saved/budgeted for home buying?
How much are you comfortable putting down?
Please Select
3% (conventional minimum down for first time home buyer)
3.5% (FHA minimum for FTHB)
5%
10%
15%
20%
Do you need a referral to a lender?
Who is your lender? How did you find them?
Please include full name, mortgage company, email address, and phone number!
Goals & Representation
Do you have any specific goals in homeownership?
Some responses I have seen include... build rental portfolio, tax savings, etc.
How do you feel about the home buying process?
Is there anything specific that you are looking for an agent to provide?
Examples: rental comp analysis, education, off market opportunities, etc.
How can I make this a 10/10 experience for you?
Have you signed any paperwork with any agents?
*
Yes
No
The Fun Stuff
Birthday
-
Month
-
Day
Year
Date
Birthday 2
-
Month
-
Day
Year
Date
When are the best times and days for showings?
Would you like me to preview homes for you?
Do you prefer a non-alcoholic or alcoholic gift?
What's your Starbucks drink?
Do you have any hobbies or places you like to visit?
Submit
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