Buyer Intake Form

I’ll be your real estate guide throughout your homebuying journey. But first, I need to dig deeper into your real estate goals!

It'll take 3 mins to complete and helps me learn what's important to you upfront - allowing us to make the most of our time together instead of interrogating you with a million questions later.

Is this really necessary?

Yes! You know how when you go to the doctor's office and they ask you about your medical history? Our intake form is just like that except more fun!

With this information, we customize your private home search portal - which allows you to communicate with me directly and create your Favorites List.

Let's get started...

Buyer #1* This field is required.

Prefix

First Name

Last Name

Suffix

Job Title and CompanyThere are specialized programs where eligibility is determined based on occupation

Date of Birth If you like presents, leave your birthday here

Date of Birth

Email* This field is required.

Phone Number* This field is required.

Current Mailing Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Upload valid photo ID* This field is required.This is for our safety, we need to verify who you are

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

It is ok if the ID does not match the mailing address provided above

Are there any other indirect decision makers involved in your purchase?* This field is required.If no, then skip the next question

YESNO

Buyer #2Include contact information of the person also participating in the homebuying journey - even if not on the mortgage or deed.

Full Name

E-mail

Phone

Birthdate

Job Title and Company

Any other OCCUPANTS and/or NON-OWNERS whose opinion you value during this process Include fur babies and/or any minor children or representatives that will be present during showings

Other Non-Owner #1 and their relation to you

Their Age - Birthdate

Other Non-Owner #2 and their relation to you

Their Age - Birthdate

Other Non-Owner #3 and their relation to you

Their Age - Birthdate

Other Non-Owner #4 and their relation to you

Their Age - Birthdate

Are you interviewing other agents?* This field is required.No worries, we just have to ask if you already have a working relationship with another professional

YESNO

How did you find us?Let us know who we have to thank for sending you our way!

Source

Name of Referral

What is your preferred timeline?Ideally, when would you like to be getting the keys to your new home

Date

Is this your first home purchase?* This field is required.If yes, you may qualify for an exemption. If you have ever been added to a deed in any state, then the answer would be no.

YESNO

Have you ever served in the military?* This field is required.If yes, you may qualify for VA 100% financing with ZERO down payment

YESNO

When are you available to tour homes?Our business hours are Tuesday - Friday 9:00 AM to 6:00 PM, Weekends by Appointment ONLY. Be mindful sellers will require advanced notice for showing requests.

Monday AM

Monday PM

Tuesday AM

Tuesday PM

Wednesday AM

Wednesday PM

Thursday AM

Thursday PM

Friday AM

Friday PM

Saturday AM

Saturday PM

Sunday AM

Sunday PM

Other

Do you have any questions/concerns about the process that you'd like to addressSince the market can move rather quickly, we like to know upfront

What is your price point?Upfront costs MAY include earnest money deposit (EMD), inspections, appraisal, etc.

Purchase Price or monthly mortgage in $ Dollars

How much OUT OF POCKET expense do you have reserved for closing?

Are you interested in down payment and closing cost assistance?

YESNO

Previous Bankruptcy OR ForeclosureIf you have ever experiences bankruptcy, deed in lieu, short sale, or foreclosure - share what you are comfortably disclosing. We do not need all the details BUT it will be necessary for the loan underwriter.

Select ALL that apply

Briefly describe occurence(s) - include dates when possible

Pre-qualification vs. Pre-Approval

{buyer1}, do you know the difference?

A pre-qualification is an automated estimate of what the bank might be willing to lend based on the information you provide about your finances and a credit check. However, the validity of the documentation has not been verified nor reveiewed for compliance with the underwriting criteria.

A pre-approval is a conditional offer from a lender to borrow a specific amount of money to buy a home. It is based on verification of financial documentation including: income, assets, debts, and credit history.

When a buyer steps into the housing market with a pre-underwritten pre-approval from a local lender it not only makes you a better-informed shopper, BUT also a more attractive buyer to potential sellers.

Are you already pre-approved?* This field is required.

YESNO

Upload Your Pre-Approval Letter

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Deal Breakers* This field is required.Non-negotiables are must haves that are important. Meaning even if we could get the best deal possible, we will not waste your time showing if these are missing.

# of BEDROOMS

# of BATHS

What type of property are you interested in? Select ALL that apply.

Are you open to NEW CONSTRUCTION?

Are you open to 55+ communities?

How do you feel about civic or home owner associations (HOA)?

How comfortable are you doing work on the property?

I'm looking for something turn key

I'll do cosmetic work (carpet, paint, etc)

Bring it on!

Any preferred features that would be nice to haveSelect ALL that apply

View - City

View - Rural/Country

View: Waterfront

Ocean Access by Boat

No stairs

ADA compliance

Primary Bedroom on the 1st Floor

Laundry on the main floor

2nd floor Laundry

Fireplace

Pool: Private

Pool: Community

Sunroom

Loft

Basement: Finished

Basement: Unfinished

Narrow down the search optionsAny specific neighborhoods, cities or schools that you’re focused on

Buyer Intake Form