Buyer Consultation Prep Form

Home Buyer Prep Form

Complete this form to help us best serve you.
Name (customer # 1)
Email
Phone #

Area CodePhone Number
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Name of spouse/partner
Email of spouse/partner
example@example.com
Phone of spouse/parnter

Area CodePhone Number
Occupation(s)
Your Birthday

MonthDayYear
Date
Your spouse/partner's Birthday

MonthDayYear
Date
What is your timeline?
Do you need to sell a home before purchasing?
Are you currently in a lease?
If it is not month to month then put the date the lease expires

MonthDayYear
Date
How much do you want to put down?
What do you want to keep your monthly payment under?
Let's Discuss your Needs & Wants!

Let's start with your NEEDS. We'll discuss "Wants" later.

What is a non-negotiable and what you MUST HAVE in a home.
# of Bedrooms
# of Bathrooms
What cities are you interested in?
Are schools important to you and want to shop based on school district, if so which ones?
Do you have specific needs?
Are you ok with Condos and or Manufactured Homes?
Anything else you want to let us know before our appointment?
What are 3 Things you expect from a Realtor?
Pick 2 different days and times we can meet so I can explain the process. (We can also do a Zoom Call)
Appointment
Should be Empty:

Home Buyer Prep Form