Pre-Discovery Form (Client Background Information)

Pre-Discovery Form
(Background Information)

Please complete this form before meeting with your buyer's agent. Your responses will help the redlaN Buyer's Agency understand your needs and preferences, so we can better assist you in your property search. * Denotes a field that needs to be filled in before you can submit the document. Enter N/A into any text field that you don't have a response for so you can continue submitting the form. If you have any trouble in completing this form, don't hesitate to text this mobile number for assistance 0437 401 475. We will respond as soon as we possibly can.
Full Name

First NameLast Name
Partner Name (if no partner enter N/A)

First NameLast Name
Email Address
example@example.com
Partner's Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Partner's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address (optional)
Partner's Current Address (optional)
Occupation
Partner's Occupation
Background Questions
What's the primary reason for you wanting to purchase a property?
Purpose and Motivation - Investment or Primary Place of Residence
Preferred Investment Strategy
Have you consulted with a Buyer's Advocate / Agent before?

Other
If Yes, please state their name and Agency Name?
Also state month and year of engagement
Timeframe
When are you looking to purchase?
Are you flexible with your timeline?
Current Situation
Where are you currently living?
Do you need to sell an existing property before purchase?
Have you previously purchased in Australia before?
How long have you been looking to purchase?
Indicate either # days/weeks/months/years
How many properties (round number) have you seen?
Have you come across any properties that you have liked?
Have you been to many auctions?
Roughly how many auctions you have attended?
Have you had any contracts reviewed and/or other due diligence completed such as building and pest inspections?
Have you put any offers in on properties?
How many properties have you put offers on?
Indicate #
Budget & Financials

What is your budget range for purchasing a property?
Min Budget
Max Budget
Have you secured pre-approval for a mortgage?
If YES, and you have pre-approval for a mortgage, what is the amount?
Property Preference
Preferred Property Type

Other
Number of Bedrooms
Number of Bathrooms
Number of Parking Spaces
Area
Min area (m2)
Max area (m2)
Nice-to-Have Features
Must-Have Features
Features You Do NOT Want
Any other 'Must Have' or Must Not Have' Features to note?
Out of the Melbourne Eastern suburbs, which are your preferred locations

Other
Include any other suburbs you would like considered.
What lifestyle attributes are important to you?
e.g. cafes, walkability, public transport, quiet streets, parks, schools, childcare centres, universities, hospitals, supermarkets
Investment Criteria
What's more important?
What percentage of Capital Growth would you be aiming for each year? (annually)
What rental yield would be your target (if any)
Are you open to renovations?
Business Contacts
Do you have a Solicitor / Conveyancer?
List their Business Name
Indicate their full registered Name
Name of Solicitor or Conveyancer

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Do you have a Mortgage Broker / Financier?
List their Business Name
Indicate their full registered Name
Name of Mortgage Broker / Financier

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Do you have a Building / Pest Inspector?
List their Business Name
Indicate their full registered Name
Name of Building / Pest Inspector

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Thank you for taking the time to complete this survey.

Now that you have concluded, please click on the 'submit intake form' and wait until it has been lodged.

We look forward to being in touch in the coming days!
Should be Empty:

Pre-Discovery Form

(Background Information)

Background Questions

Timeframe

Current Situation

Budget & Financials

Property Preference

Area

Investment Criteria

Business Contacts