Buyer Intake Form

BUYER INTAKE FORM
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
What’s your preferred method of communication?
How did you hear about me?
(Social Media, Referral, Website, Other)
FINANCING
What is your desired purchase price?
How are you planning to finance your home?
How much do you have saved for your down payment?
Have you already been pre-approved by a mortgage lender?
If yes, please upload your pre-approval letter.

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BUYING DETAILS
Are you purchasing alone or with someone else?
If purchasing with someone else, please list their name/contact information and relationship to you:
What are your desired area(s) or neighborhood(s)?
Ideal move-in timeframe:
What type of property are you looking for?
Do you prefer a new construction home or resale?
Are you currently renting or do you own your home?

Other
If renting, when does your lease end?
HOME PREFERENCES
How many bedrooms do you need/prefer?
How many bathrooms do you need/prefer?
Preferred square footage (approximate):
Must-have features (select all that apply):

Other
Dealbreakers (select any that apply):

Other
Are you open to purchasing a home that may need minor repairs or updates?
Is there anything else you’d like me to know to help with your home search?
AGENCY AGREEMENT
Are you willing to sign an exclusive buyer agency agreement, allowing me to represent you fully during your home search and negotiations?
What are a few of your favorite stores, restaurants, or brands?
Do you have any hobbies, interests, or favorite activities?
Do you prefer experiences (like a dinner or spa gift card) or physical gifts (like home items or decor)?
Should be Empty:

BUYER INTAKE FORM

FINANCING

BUYING DETAILS

HOME PREFERENCES

AGENCY AGREEMENT