All About 'You' Form

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 estate—and allows me to serve you better, whether that’s 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.
A Little About You
Do you have a spouse or partner?
Current Address (Optional, but helpful for neighborhood insights)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have any children?
Do you have any pets? 🐶🐱
How I Can Be Helpful?
What are you looking for right now?
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 helpful)
Do you have a real estate agent who you are working with?
Communication Preferences
How do you prefer to communicate? (Choose all that apply)
Real Estate Goals
Are you looking buy or sell a home?
What best describes your focus right now? (Select all that apply)
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 6–12 months? (Totally optional—just thought I’d ask!) Please put their information here.
Should be Empty:

Basic Info