Buyer Intake Form
Thank you for taking the time to schedule an appointment with me. I appreciate the opportunity to assist you with your real estate needs. To ensure our consultation is as productive as possible, please take a moment to complete this brief questionaire. Your responses will help me tailor our discussion to your specific goals and preferences.
Name (Purchaser 1)
First Name
Last Name
Email (Purchaser 1)
example@example.com
Phone Number (Purchaser 1)
Format: (000) 000-0000.
OCCUPATION AND COMPANY
MY NETWORK IS EXPANDING EACH DAY -I LOVE TO MAKE CONNECTIONS WITH OTHER CLIENTS WHO CAN HELP YOU REACH YOUR GOALS!
BIRTHDAY
IF YOU ENJOY GIFTS LEAVE YOUR BIRTHDAY HERE
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you Married?
Please Select
Yes
No
Spouse Name (Purchaser 2)
First Name
Last Name
Spouse Email (Purchaser 2)
example@example.com
Phone Number (Purchaser 2)
Format: (000) 000-0000.
OCCUPATION AND COMPANY
MY NETWORK IS EXPANDING EACH DAY -I LOVE TO MAKE CONNECTIONS WITH OTHER CLIENTS WHO CAN HELP YOU REACH YOUR GOALS!
BIRTHDAY
IF YOU ENJOY GIFTS LEAVE YOUR BIRTHDAY HERE
What Is Your Preferred Method of Communication?
Email
Phone Call
Text
Do You Have Children?
YES
NO
Name and Age(s) of Children
Do you have any Pets?
Type and Name
Tell Me About Your Dream Home
Indicate Price Range
$-$$$ USD
How Much Do You Have Saved To Go Towards This Home Buying Process?
How Much Would You Like To Put Down?
Have You Been Approved By A Lender?
Please Select
Yes
No
If Yes Specify Lender Name and Approval Amount
Are you currently working with another agent?
Please Select
Yes
No
PLEASE UPLOAD YOUR PRE QUALIFICATION LETTER
Browse Files
Drag and drop files here
Choose a file
Cancel
of
First Home Purchase?
Please Select
Yes
No
What method of payment do you prefer?
Please Select
Cash
Loan
What is your current Living Situation?
Renting with a Lease
Owning and need to Sell
Living with Family
Investor/ Secondary Property
Other
Ideally, when would you like to be getting the keys to your New Home?
When are you available to view properties?
What city, state, and area are you looking to purchase?
Preferred style of home
SINGLE FAMILY HOME
APARTMENT/LOFT
RANCH STYLE
TOWNHOME
SPLIT LEVEL
DUPLEX
Number of Bedrooms
Number of Bathrooms
Square Feet
Enter a range (ex: 1000-2000)
Acres
Enter a range (ex: 1000-2000)
Amenities
Central Air Conditioning
Appliances
All Electric
Sky Lights
Other
Specify additional amenities Or Request
Additional Information
WHAT ARE SOME THINGS THAT WOULD BE PLEASANT SURPRISES BUT AREN'T MANDATORY?
FOR NON- PRE APPROVED BUYERS
*IF YOU HAVEN'T SPOKEN TO A LENDER YET, PLEASE ANSWER THE FOLLOWING QUESTIONS
TO THE BEST OF YOUR KNOWLEDGE, WHAT IS YOUR CURRENT CREDIT SCORE?
HAVE YOU BEEN FULLY EMPLOYED FOR THE PAST TWO YEARS?
ARE YOU AWARE OF ANY COLLECTION ACCOUNTS ON YOUR CREDIT PROFILE?
ARE YOU A VETERAN?
YES
NO
Submit
Should be Empty: