Relocation Questionnaire for Buyers & Corporate Clients
Helping you move with clarity and confidence
Contact Information
Name
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Type of Relocation
Are you relocating for personal or corporate reasons?
Personal Move
Corporate/Job Transfer
Exploring Both Options
Company Name
Are you working with a relocation coordinator or HR department?
Yes
No
If yes, please share their contact information:
Will your employer provide relocation benefits?
Yes
No
Unsure
Relocation Package Includes:
Moving Expenses
Temporary Housing
Home-Finding Trip
Realtor Referral
Other
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Move Details
Where are you moving from?
Planned Move-in Date
-
Month
-
Day
Year
Date
Will this be your primary residence or a second home
Primary
Second Home
Investment
Have you visited the Triad or surrounding area before?
Yes
No
If yes, what areas stood out?
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Household & Lifestyle
Who will be moving with you?
Children?
Yes
No
If yes, please share ages & school considerations:
Are Schools a top priority in your home search?
Yes
No
Do you have pets relocating with you?
Yes
No
If Yes, please share type/breed/size
Do you need temporary housing or short-term rental during transition?
Yes
No
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Home Preferences
Planning to Buy or Rent?
Buy
Rent
Not sure yet
Preferred Property Type
Single Family
Townhouse
Condo
New Construction
Multi-family
Land for Custom Build
Ideal Price Range
Desired # of Bedrooms/Bathrooms
Must have features
Preferred Home Style
Traditional
Modern
Craftsman
Ranch
Other
Would you consider new construction or custom homes?
Yes
No
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Location Priorities
Desired Commute Time (if applicable)
Environment Preference
Suburban
Urban
Rural
Gated Community
Golf/Lake Community
Walkable Downtown area
Any specific cities, neighborhoods, or zip codes in mind?
Top 3 Priorities in choosing a Home/Location
Any deal-breakers you want to avoid?
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Financing & Support
Need lender referrals or financial guidance?
Yes
No
Are you preapproved for a home loan?
Yes
No
If yes, Please upload preapproval letter
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Will you be purchasing with another person?
Yes
No
If Yes, Co-buyers name
First Name
Last Name
Co-buyers email
example@example.com
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Support & Scheduling
Would you like a complimentary Relocation Guide?
Yes
No
Would you like to schedule a consultation via (phone or Zoom)?
Yes
No
To Schedule phone or Zoom meeting:
How soon would you like to begin touring homes (in-person or virtual)?
-
Month
-
Day
Year
Date
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Final Notes
Do you have any concerns or questions about relocating?
Is there anything else I should know to serve you best?
Submit
Should be Empty: