Coast to Coast Buyer Intake Form

Buyer Intake Form
In an effort to ensure you will be served in the best way possible, please complete this questionnaire and submit it at least one day prior to our initial consultation. This questionnaire should take approximately 20-30 minutes.
How did you hear about us?
Which agent are you working with?
If you are from out of the area, when do you plan to visit and look for homes?
If you are in the St. Johns area, type N/A
If you are from outside the area, do you need hotel information for your visit?
HOME BUYER INFORMATION

BUYER ONE
FIRST NAME
LAST NAME
CELL PHONE
HOME PHONE
HOME ADDRESS
CITY/STATE
ZIP
PREFERRED EMAIL
example@example.com
HOME BUYER INFORMATION (Buyer Two)

BUYER TWO (IF APPLICABLE)
FIRST NAME
LAST NAME
CELL PHONE
HOME PHONE
HOME ADDRESS
CITY/STATE
ZIP
PREFERRED EMAIL
example@example.com
COMMUNICATION
How do you prefer to receive communication?
When is the best time(s) for me to call you?
Preferred Number
Preferred Days
Preferred Times
I will also be contacting you via email, so you will be up to date on the process. Once you are in contract on the home of your choice, you will be able to follow the paperwork process online, at your convenience.
HOUSE REQUIREMENTS
What county/area/subdivision/city/zip codes would you like to live in?
What is the maximum price you would like to spend?
What is your timeframe for purchasing your home?
Ideal Square Footage
Number of Bedrooms
Number of Bathrooms
Yard Size
Will this home purchase be your primary residence, second/vacation home or an investment property?
Are you looking for new construction or resale?
If you are looking for new construction, are you willing to rent while waiting for completion of construction?
If you want a pool, do you want it on property, a community pool, both or either?
Do you require RV or boat storage?
If you require RV/boat storage, do you prefer it in a garage, outside on property or in a community parking lot? Communities with RV/boat lots are limited but can be found.
Please describe an ideal home for you (floor plan, decor, yard, style, features and anything else that is important to you).
If you have school age kids, do you plan to attend public or private schools or homeschool?
Do your children have any special needs that may require school resources (we will send you info)?
Are there any specific schools or districts your home needs to be zoned for?
What are your kid's names and ages?
What is the maximum distance you want to be from work/schools? If so, please provide address.
COMMUNITY & LIFESTYLE INFORMATION
Are you interested in one of the Super Communities?
If you are a golfer, do you want a community with a golf course?
Are you interested in communities with an HOA?
Are you interested in areas/communities within a CDD (Community Development District)? These communities have an added assessment (varies between areas) on their tax bill for public infrastructure.
Have you seen any homes that appeal to you? Please list the properties.
Have you been to any of the new construction communities and registered with the builder? If so, which ones?
Do you realize if we take you in and register you, we are able to negotiate and attend important inspections on your behalf?
If you are over 55 would you be interested in an over 55 community?
Pets
Do you have pets?
If so, what type of pets?
Pet Name(s)
Hobbies and Activities
What are your hobbies and how do you enjoy spending your free time? Children’s activities?
HOME FINANCING
Do you need to sell another home before buying?
Is that home currently listed for sale?
If you need to sell a home and it is not currently for sale, we have a network of real estate agents around the country. Would you like a referral for your area?
Have you talked to a lender?
If you have not talked with a lender, would you like recommendations of our preferred and trusted lenders?
Have you been pre-approved for a loan?
What forms of financing are you considering?
I am already pre-approved with:
Phone
Email
Anything else we should know that has not been mentioned above?
Gifts and Favorites

Information for our team because we love to celebrate you!
When is you birthday?
Month and day only
When is your spouse/co-buyer 's birthday?
Month and day only
Pick a pie flavor
Don't worry, this is not a psychological evaluation. We do pie drives at the holidays.
Wine or Bourbon
If you like wine, please choose a preference
List your 3 favorite restaurants or shops.
If you enjoy Bourbon, what is your favorite brand/type?
Thank you for sharing your thoughts. We look forward to helping you get what you want and where you want to go.
Should be Empty:

Buyer Intake Form

HOME BUYER INFORMATION

HOME BUYER INFORMATION (Buyer Two)

COMMUNICATION

HOUSE REQUIREMENTS

COMMUNITY & LIFESTYLE INFORMATION

Pets

Hobbies and Activities

HOME FINANCING

Gifts and Favorites