Home Buyer Profile Assessment
Buyer #1
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Birthday - If you like presents, leave your birthday here.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation and Company - One of the biggest benefits to working with me is our network - I always like to know what our clients dose that I can make connections with other clients who can help you reach your goals!
*
Is there another buyer?
*
Yes
No
Buyer #2
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Birthday - If you like presents, leave your birthday here.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Occupation and Company - One of the biggest benefits to working with me is our network - I always like to know what our clients dose that I can make connections with other clients who can help you reach your goals!
*
Are there any other indirect decision makers involved in your purchase? If there is anyone who's opinion you value during this process in order to move forward, please include their name here.
*
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Mailing Address
Your Current Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How did you find me? Let me know who I should thank for sending you my way!
*
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Next
Lifestyle
Is this your first home purchase? (Not owned in last 3 years)
*
Yes
No
Do you have a home to sell?
*
Yes
No
Do you need an agent to sell it?
Yes
No, I have an agent/trying to sell FSBO
Provide address of home to sell (I will provide CMA):
What is your current living situation?
*
Renting with a lease
Living with family/friends
Other
What made you decide this was the time to buy?
*
Ideally, when would you like to get the keys to your new home? (Note: this is an estimate and not set in stone)
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Do you have any concerns about the home buying process that you'd like me to address?
*
What has your home shopping experience been like so far?
*
Generally, when are you available to see properties?
*
In order to ensure you can see home whenever you are available, I often use showing agents. Are you comfortable with seeing properties with an agent other than me?
*
Yes
No
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Next
Finances
What is your price point?
*
How are you looking to purchase?
*
Cash
I need financing
How much would you like to put down?
*
Who are you getting your loan with?
*
Has your lender taken you through one or two mortgage estimate scenarios that shows your cash to close?
*
Yes
No
N/A
Please upload your pre-approval letter.
Browse Files
Drag and drop files here
Choose a file
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Property Details
How many bedrooms do you need?
*
How many bathrooms do you need?
*
How important is a garage?
*
Do you have a preference for how many stories the property is?
*
I prefer single story/ranch
I prefer at least two stories
I don't have a preference either way
What type of property are you interested in?
*
Single family
Townhouse
Condo
Multi-family
How comfortable are you with doing work on the property?
*
I need move-in ready - no projects!
I am open to light cosmetic projects.
A fixer-upper is okay.
Are any of these features important to you?
At least one bedroom on the main floor
Primary suite on the main floor
All bedrooms on the same floor
Private pool
Community pool
Fenced in backyard
Large lot
Gated community
Front porch
Covered patio in the back
Are there any specific neighborhoods, cities, or schools that you're focused on?
*
How do you feel about HOAs?
*
Definitely not
I prefer it
It doesn't matter
Are you open to 55+ communities?
*
Yes
No
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Priorities
What are your absolute must haves?
*
What are your nice to haves?
*
What are your absolute dealbreakers?
*
Is there anything else that you'd like us to know about your new property?
*
If you are comfortable and confident during the planning session that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement during or right after our meeting?
*
Yes absolutely!
No, not yet.
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