BUYER SNAPSHOT

BUYER SNAPSHOT
Let’s build your strategy from the ground up. This quick snapshot helps me understand your goals, preferences, and timeline.
CONTACT DETAILS
Client Name
Phone Number
Email
example@example.com
Address
Client Name
Phone Number
Email
example@example.com
Address
WHATS BRINGING YOU TO THE MARKET

First Time HomebuyerRelocationVacation/Second HomeUpsizingDownsizingOther
Timeline

ASAP2-3 Months3-6 Months30-60 days
Is your timeline flexible

YesNo
FINANCING
Are you Pre-Approved?

YesNoIn the Process
Lender Name (if applicable)
Budget (Price Range)
Down payment plans or needs
WHAT KIND OF PROPERTY ARE YOU LOOKING FOR?

Single FamilyCondo/TownhomeLandMulti FamilyFarm/RuralOther
Must haves
Bedrooms
Bathrooms
Deal Breakers
Lot Size/Acreage
Garage/Parking Needs
LOCATION PREFERENCES
Areas or Neighborhoods of Interest
School District Priorities (if any)
Commute Considerations
Other
CURRENT LIVING SITUATION
Current Living Situation

RentingOwningOther
Will you be selling you property before buying

YesNo
Do need help with the sale?

YesNo
ADDITIONAL INFORMATION
Should be Empty: