Homeowner Conversation Intake
Let's Start With Context
This isn't a form to rush you into a decision. It is a starting point -- so we understand your situation before discussing options.
Section 1 -- Basic Contact
1. Full Name
*
First Name
Last Name
2. Email Address
*
example@example.com
3. Phone Number
If you would like us to call you instead of email.
4. Preferred way to continue the conversation (single choice)
Please Select
Email
Phone
Either is fine
Section 2 -- Property Context
5. Street Address
*
Of the property you are interested in selling.
City
*
Of the property you are interested in selling
Texas
*
Of the property you are interested in selling
Zip Code
*
Of the property you are interested in selling.
6. Is this your primary residence? (single choice)
Please Select
Yes
No
It was previously
Section 3 -- Timing & Headspace
7. How long have you owned this property? (single choice)
Please Select
Less than 2 years
2 to 5 years
5 to 10 years
10+ years
8. Which best describes where you are right now? (single choice)
Please Select
I'm planning ahead
I'm exploring options
Something has changed recently
I'm under pressure
9. What prompted you to reach out?
No judgements here. All answers are valid. No need to share details you aren't ready to discuss-all totally fine.
Section 4 -- Goals & Constraints
10. What matters most to you in a potential outcome?
Time to decide
Preserving flexibility
Financial clarity
Staying in the home longer
Minimizing disruption
Understanding all available options
11. Are there constraints we should be aware of?
Timing, family considerations, financial complexity, etc.
Section 5 -- How can we help best?
12. What would feel most helpful now? (single choice)
Please Select
A conversation to understand options
Written guidance first
Not sure yet
There's no obligation here.
If we're not the right fit, we'll tell you -- and point you toward what might ne.
Start the Conversation
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