All About 'You' Form
Thanks so much for taking a few minutes to fill this out. This helps me get to know you beyond just real estateāand allows me to serve you better, whether thatās now or down the road. Your information is always confidential and will never be shared without your permission.
Basic Info
First & Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
When is your birthday? š (I promise this is just so I can wish you happy birthday!)
Ā -
Month
Ā -
Day
Year
Date
A Little About You
Do you have a spouse or partner?
Yes
No
Current Address (Optional, but helpful for neighborhood insights)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have any children?
Yes
No
Do you have any pets? š¶š±
Yes
No
How I Can Be Helpful?
Are you pre-approved? If no, would like to be referred to a lender?
Would you also like a referral to any of the following? (Only if helpfulāno pressure)
Real Estate Attorney
Home Inspector
Accountant (CPA)
Financial Planner
Home Improvement Services
Do you have a real estate agent who you are working with?
Yes
No
Communication Preferences
How do you prefer to communicate? (Choose all that apply)
Phone
Text
Email
Whatsapp
Real Estate Goals
Are you looking buy or sell a home?
Buy a home
Sell a home
What best describes your focus right now? (Select all that apply)
Primary residence
Investment property
Both
Just exploring / planning ahead
How motivated are you on a scale of 1-10? (1 = just browsing, 10 = ready to move)
Referrals (Optional but Appreciated)
Do you know anyone who may be looking to buy, sell, or invest in real estate in the next 6ā12 months? (Totally optionalājust thought Iād ask!)
Submit
Should be Empty: