Buyers Information Checklist
Name
First Name
Last Name
E-mail
example@example.com
Phone Number
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
When is your birthday?
/
Month
/
Day
Year
DOB
How did your hear about me?
Personal Reference
Introduction at Open House
Company Referral
Postcard
Social Media
Zillow
Trulia
Other
Who is the primary contact and what is the best time to reach that individual
Best way to communicate
Call
Text Message
Email
WhatsApp
What is Prompting your move?
Areas or communities that you are looking to locate to...
*
Are your pre-approved for a mortgage?
Yes
No
I am paying cash
Approximate price range:
*
How was this determined:
Broker pre-qualification
Buyer's own determination
Lender
Other
Preferred Lending Institution (if applicable)
How much would you prefer to put as a down payment? (% or $)
When would you want to be in your new home?
Type of property
*
Single Family
Townhome
Condominium
Commercial
Other
Number of Bedrooms
*
Number of Baths
*
Tell me about your ideal location.
What is you maximum commute time and distance?
What is your work address?
Are schools important?
Yes
No
Is there a particular view you are seeking? (i.e. water view, city view)
Do you have a preference for when the house was built?
Do you want a house that is move in condition or are you willing to do some work?
Move in condition
Willing to do a bit of work
Willing to do a gut job
Do you want a pool?
Yes
No
It doesn't matter
What size lot do you need? (if single family home)
Do you need a garage? if so, what size?
Who wll be living in that home?
Describe your lifestyle: What do you enjoy doing at home?
Do you have anything special that needs to be accommodated such as large equipment or large furniture? Please describe.
Do you have any pets?
Yes
No
Is there anything you DO NOT like in a home? (i.e. carpet)
What are the TOP FIVE things your home needs to have?
If we found a home today that meets most of your criteria, would you make an offer?
Yes
No
Please upload your pre-approval if you have one.
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