BUYER INTAKE FORM
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
What’s your preferred method of communication?
Call
Text
Email
How did you hear about me?
(Social Media, Referral, Website, Other)
FINANCING
What is your desired purchase price?
How are you planning to finance your home?
Finance
Cash
How much do you have saved for your down payment?
0%–3%
3%–5%
5%–10%
10%–20%
20%+
Have you already been pre-approved by a mortgage lender?
Yes
No
In process
If yes, please upload your pre-approval letter.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
BUYING DETAILS
Are you purchasing alone or with someone else?
Alone
With Someone Else (Spouse/Partner/Family Member/Friend)
If purchasing with someone else, please list their name/contact information and relationship to you:
What are your desired area(s) or neighborhood(s)?
Ideal move-in timeframe:
ASAP
Within 1-3 Months
Within 3-6 Months
6+ Months
What type of property are you looking for?
Single-Family Home
Townhome
Condo
Manufactured Home
Do you prefer a new construction home or resale?
New Construction
Resale
Are you currently renting or do you own your home?
Renting
Own
Living with Friends/family
Other
If renting, when does your lease end?
HOME PREFERENCES
How many bedrooms do you need/prefer?
1+
2+
3+
4+
5+
No Preference
How many bathrooms do you need/prefer?
1+
2+
3+
4+
No Preference
Preferred square footage (approximate):
Must-have features (select all that apply):
Garage
Fenced Yard
Large Backyard
Updated Kitchen
Open Floor Plan
Primary Bedroom on Main Floor
Home Office
Pool
Other
Dealbreakers (select any that apply):
No HOA
Must have a garage
Must not have carpet
No Townhomes/Condos
Other
Are you open to purchasing a home that may need minor repairs or updates?
Yes, I’m open to it
Maybe, depending on the extent of repairs
No, I only want a move-in ready home
Is there anything else you’d like me to know to help with your home search?
AGENCY AGREEMENT
Are you willing to sign an exclusive buyer agency agreement, allowing me to represent you fully during your home search and negotiations?
Yes
No
I’d like more information first
What are a few of your favorite stores, restaurants, or brands?
Do you have any hobbies, interests, or favorite activities?
Do you prefer experiences (like a dinner or spa gift card) or physical gifts (like home items or decor)?
Submit
Should be Empty: