Buyer Consultation Prep Form

Home Buyer Consultation

Lets get to know your wants/needs/must haves so that I can best assist you!
Part 1: Buyer(s) General Information
Name (Buyer 1)
Full government name
Email
Phone #

Area CodePhone Number
Name (Buyer 2)
Email (Buyer 2)
example@example.com
Phone # (Buyer 2)

Area CodePhone Number
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Employer Name
Employer Address
Preferred Method of Contact

Part 4: Let's talk WANTS now!

What are your additional "WANT'S" in a home? What are some additional things you would like to make more of a perfect home, however you could live without it? Or it could be something you could improve yourself down the road? (Ex. You want hardwood floors however the home has carpet, so you could install carpet later.)
When do you want to be in your new home?
List all your wants including more beds, baths, bonus, fireplace, etc....
If you have already seen homes you like, please enter the property addresses here.
Are you working with an agent?
If so, share their name and number
Anything else you want to let us know before our appointment?

Part 5: Buyer(s) Financials
What is your price range?
What would be your “ideal” mortgage payment?
How much do you have saved for a down payment?
Have you been Pre-Approved by a lender?
If so, who is your Loan Officer?
Provide name and number. If not I can recommend a lender
If Pre-Approved, upload your Pre-Approval letter here

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Home Buyer Consultation