Buyer Intake Form
Looking to buy your next home? Let’s make it happen. Fill out this quick form so my team and I can get a feel for what you’re after — budget, location, must-haves, and all the details that matter. The more we know, the faster we can find the perfect fit and get you moving.
Customer Details:
Full Name
*
First Name
Last Name
Phone Number (text or call)?
Best Email to Reach You At?
example@example.com
Are you looking to...?
Buy your first home
Upgrade or relocate
Downside
Invest
Other
What's your ideal location?
What's your price range? (An estimate is fine)
Are you preapproved with a lender
Yes
No
Need help getting pre-approved
Do you need to sell a home before buying?
Yes
No
Maybe – not sure yet
What kind of home are you looking for?
Single-family
Condo
Townhouse
Multi-family
Something else / Open to options
How many bedrooms and bathrooms do you need?
Preferred School District?
Any must-haves or deal-breakers?
What’s your ideal move-in timeline? (ex: ASAP, 3–6 months, just browsing for now)
Anything else you want me to know?
Submit
Should be Empty: