New Buyer Intake Form
Personal Information
First
Last
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Birthday
-
Month
-
Day
Year
Date
Spouse/Co-Buyer Information (if applicable)
First
Last
Spouse/Co-Buyer's Phone Number
Format: (000) 000-0000.
Spouse/Co-Buyer Email
example@example.com
Co-Buyer Birthday
-
Month
-
Day
Year
Date
What is your relationship? (Spouse/partner, family, friends, etc)
If you're a couple, when is your anniversary?
How do you like to celebrate it?
Current/Mailing Address
Street Address
Street Address Line 2
City State Zip Code
Real Estate Information
What is prompting you to buy property?
Will this be your primary home or an investment/vacation property?
Which towns or geographic areas are you most interested in?
Do you have any addresses of properties that interest you? If so, please list the addresses
Specifications/Wishlist
Price Range/Max Budget
Style of home or property you're looking for
Number of Bedrooms
Number of Bathrooms
Is a Garage a "must-have" and if so, what size?
Lot Size Preference
Must-Have Features
How will you be purchasing?
Cash
Financing
Still figuring those details out
If you're financing, have you been pre-approved with a lender yet? If so, please provide their details below:
If you need to be pre-approved, can. we send you lender information?
Yes please!
No thanks, I know who I'll be working with
What is your timeframe to be your new home/property?
Do you need to sell your current home? If so, please provide a few details:
Fun Stuff
What is your favorite coffee shop in the High Country?
What is your go-to coffee or tea order?
Whats your favorite restaurant in the High Country?
Where is your favorite place to shop or visit in the High Country?
What is your favorite attraction to visit or activity to do in the High Country?
What is your favorite snack?
Are you sweet tooth or a health nut?
Do you have any food allergies?
What is your favorite beverage, alcoholic or otherwise?
What else should we know about you or your family?
Thank you for filling out this form! We look forward to working with you.
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