20 Big-Little Questions

FINDING OUR PURPOSE:
1 Why are you considering a move right now?
2 What is your timeframe?
3 What is your biggest fear about making this move?
4 What is it that excites you the most?
5 Who will be on this journey with you? Please include all of the people and pets.
HOW WE ARE GOING TO MAKE YOUR DREAM COME TRUE.

FUNDAMENTAL STRUCTURE AND FINANCIALS: PART 1
6 Who are the parties responsible for decisions finances and credit needed to purchase the home?
7 How long have you been at your current jobs and where would you rank your credit? Needs work, Average, or Stellar
8 Have you spoken with a local lender to get preapproved for a loan and discuss your financial options? If not dont worry I can offer you some great referrals.
9 How much money have you set aside for your purchase and move? This means down payment, closing costs, movers, furniture, etc..
10 What would your IDEAL monthly payment be? If it's different what would your MAXIMUM payment be for your magical forever home?
SELLING YOUR HOME

FUNDAMENTAL STRUCTURE AND FINANCIALS: PART 2
11. Do you have a home to sell? If yes, how much do you think the home is worth? If no, skip to the next section.
12 Where is the property located?
13 Who is on the title to the property and what is the loan balance?
14 What do I need to know about the condition of your existing home? Are there any problems, deferred maintenance, needed repairs, or insurance claims?
15 Have you made any improvements to the property? Are there special features you'd like to share with me?
MAPPING OUR COURSE:

IN ORDER TO MAP A COURSE, WE NEED A DESTINATION!
16 What locations are you considering for your new home? Please list all cities and/or specific neighborhoods that you are interested in.
17 What kinds of recreational activities do you enjoy? What services are important to you i.e. gym, golf, yoga, shopping, dining, boating, hiking, dog parks, horseback riding, wine tasting, anything else
18 Will you be commuting to work and if yes where? Do you need a home office?
19 Now tell me about your ideal home number of bedrooms, bathrooms, square footage, kitchen. Which one of these are you? "Im handy and I'd like a fixer upper" OR "It needs to be so clean I could eat off the floor" OR "Somewhere in between"
20. Tell me about the yard: Big? Small? Pool? Garden? Horses? Chickens? Emus? - No thanks, give me concrete I don't have time for a yard!
THANK YOU SO MUCH FOR TAKING THE TIME TO DIG DEEP INTO THE 20 BIG LITTLE QUESTIONS. I TRULY HOPE THIS PROCESS HAS PROVIDED YOU THE OPPORTUNITY TO GAIN CLARITY ON YOUR VISION. IT WILL DEFINITELY HELP ME TO CO-CREATE YOUR GAME PLAN. NOW THERE'S JUST ONE MORE VERY IMPORTANT THING I NEED TO KNOW!
FINALLY, A BONUS QUESTION!
What is the single most valuable thing that I, as your real estate advisor, can do to support you on this journey home?
Should be Empty:

FINDING OUR PURPOSE:

SELLING YOUR HOME

MAPPING OUR COURSE:

FINALLY, A BONUS QUESTION!