Real Estate Buyer Intake Form
Please provide your information to help us understand your home buying needs and preferences.
Contact Information
First Name
*
Last Name
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Contact Method
*
Phone
Text
Email
No Preference
What is your occupation?
Additional Buyer (Optional)
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is the additional buyer's occupation?
Email Address
example@example.com
Timeline & Current Situation
When would you like to be in your new home?
*
What is your reason for moving?
*
Do you currently own a home?
*
Yes
No
Do you need to sell your current home before purchasing?
*
Yes
No
Not Applicable
Financial Information
Do you have VA loan entitlement?
Yes
No
Unsure
Do you need down payment assistance?
Yes
No
Unsure
Have you been pre-approved by a lender?
*
Yes
No
In Progress
If yes, who is your lender?
May I connect you with a trusted lender within my network?
*
Yes
No
Maybe I'd like to learn more
Monthly budget for mortgage excluding utilities
*
Estimated credit score
*
Please Select
Excellent (750+)
Good (700-749)
Fair (650-699)
Poor (600-649)
Below 600
Unsure
Funds available for down payment and closing costs
*
Property Preferences
Preferred location or neighborhoods
*
Property type
*
Single Family
Townhouse
Condo
Multi-Family
Open to All
Minimum bedrooms
*
Please Select
1+
2+
3+
4+
5+
Minimum bathrooms
*
Please Select
1+
1.5+
2+
2.5+
3+
Must-have features (NEEDS)
*
Nice-to-have features (WANTS)
Comfort level with repairs/renovations
*
Move-in Ready Only
Minor Cosmetics OK
Major Renovations OK
Additional Information
What is most important in making your home buying experience smooth?
*
Any concerns or questions?
How did you hear about us?
Please Select
Google Search
Social Media
Friend/Family Referral
Past Client
Zillow/Realtor.com
Yard Sign
Other
Please verify you are human
*
Submit
Should be Empty: