Please take a moment to share a few details about your home and your situation. The more I know before we connect, the more tailored, accurate, and valuable our conversation. This helps me prepare a custom plan that fits your needs, timeline, and goals.
Contact Information
Seller 1
*
First Name
Last Name
Phone Number
*
Format: (000) 000-0000.
Email Address
*
example@example.com
Birthday
-
Month
-
Day
Year
If you like gifts, drop your birthday here
Best time to reach you
Morning
Afternoon
Evening
Anytime
Seller 2
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Birthday
-
Month
-
Day
Year
If you like gifts, drop your birthday here
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Ownership & Property Details
Are there any other owners on the title who are not listed above?
*
No
Yes
If yes, please add names & contact Info
Is this property held in a trust, LLC or Corporation?
*
Yes
No
Please provide trustee/authorized signer info
Are you or any of the other owners currently involved in divorce, probate, estate or guardanship proceeding that could affect the sale?
*
Yes
No
Are you or any of the other owners currently involved in any pending lawsuits, bankruptcy, or foreclosure actions involving you or this property?
*
Yes
No
Property Address
*
Is the address above also your mailing address? If not please provide below
*
Yes
No
Type of Property
*
Single-family
Townhouse
Condo
Multi unit
Other
How long have you owned the home?
*
Number of Bedrooms?
*
Number of Bathrooms?
*
Square footage? (Approximately)
Lot size? (if Known)
Parking Info
*
Driveway
Garage
Assigned
Other
In your own words, how would you describe your home to a potential buyer?
*
Feel free to highlight what you love most about it, include standout features, updates, or anything you feel sets your property apart
Please take or upload a few pictures of your home.
Browse Files
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Choose a file
Exterior, kitchen, bathrooms, and standout features are especially helpful so I can provide the most accurate pricing evaluation as possible.
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Condition and Features
Have you made any upgrades or renovations in the last 5–10 years? (Select all that apply) Please Describe and provide dates.
*
No
A: Kitchen
B: Bathroom(s)
C: HVAC / Plumbing / Electrical
D: Flooring / Paint
C: Basement / Exterior / Landscaping
D: Appliances
Other
Did you pull permits for work performed?
*
Yes, we pulled permits for everything.
No, we didn't pull permits.
We pull permits on somethings, we didn't on others.
I don't know
Do you plan to do any work on your home before it’s listed?
*
No
Yes, small repairs, please provide details below
Yes, major updates, please provide details below.
Are you aware of any flooding, drainage, or water leakage issues (basement, roof, foundation, etc.)?
No
Yes,
Are you aware of any structural defects (foundation, walls, roof)?
No
Yes,
Are there any liens, judgments, tickets or unpaid special assessments recorded against the property?
*
Yes
No
Do you have any warranties or receipts for work done on your home? If so please upload any warranties or receipts here.
Browse Files
Drag and drop files here
Choose a file
These will be beneficial when asked by a potential buyer
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Your Timeline & Plans
What’s motivating you to sell your home at this time?
*
When would you like to have your home on the market?
*
A.S.A.P.
1-3 months
3-6 months
6-12 months
1 year +
Is the property vacant now, or will it be vacant during the showing process?
*
Yes, it is currently vacant
No, it is occupied and will remain occupied during showings
It is occupied now, but will be vacant before or during the showing process
Not sure yet
Do you have a place to go after you sell?
*
Yes, already secured
Not yet
I need you to help you find an agent in my new city?
Ideally, what date would you like to sold and have a check in hand?
-
Month
-
Day
Year
Date
Do you have any concerns about the process that you'll like us to address?
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Pricing Expectations
Do you have a mortgage?
*
Yes
No
If you have a mortgage, how much do you owe?
Are you current on your mortgage?
Yes
No
How much do you feel your property is worth?
*
If buying another home, do you need the cash from the sale of this property to purchase the next one?
If buying another home, do you need the cash from the sale of this property to purchase the next one?
*
Yes
No
Other
Association Information
Is your property part of a Homeowners or Condo Association (HOA)?
*
Yes
No
If Yes, Please provide the association & management company's name.
If Yes, Please provide the phone number.
How much are the dues?
Are dues collected...
Monthly
Quarterly
Annually
What do the dues cover?
Water, heat/gas, electric, parking, internet cable, landscaping/snow removal, exterior maintenance, common area, security/doorman, etc
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Preferences
What days and times is your home available for showings? (Check all that apply)
Weekdays – Mornings
Weekdays - Afternoons
Weekdays - Evenings
Weekends – Mornings
Weekends - Afternoons
Weekends - Evenings
Other
How much advance notice would you need for showings?
2 hours
4 hours
24 hours
48 hours
Has your home been listed for sale before?
Yes
No
Other
What do you think prevented it from selling?
Price
Condition/ Repairs needed
marketing/exposure
Other
Having a sign in front of your property can help get more inquires and showings for your property. Are you open to have a "For Sale" in front?
Yes, lets get the extra calls
No, I dont want a sign
My association doesn't allow it
Are you comfortable with having an open house event?
Yes, Im open to it
No, Im not comfortable with that
Would you like to be present at the closing?
Yes, I will be there
No, I will not be there
Not sure yet
What is important to you about the agent that you decide to hire to sale your property?
Are you interviewing other agents? If so who?
Our business is very collaborative so we always like to know who.
Thanks so much for taking the time to complete the sellers intake form!
Please select a time for us to speak/meet again - either in person, by phone, or on Google Meet. The details you’ve shared will give me a clear picture of your home and will allow me to better assess its value and help you move forward confidently.
What type of meeting do you prefer?
*
Google Meet
In person
Phone Call
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