Buyer Questionnaire
Full Name - Buyer #1
*
Phone Number - Buyer #1
*
Email
*
example@example.com
Buyer # 1 Date of Birth
*
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Buyer # 1 Employer Company & Role
*
Income Range
*
less than $50,000
$50,000 - $75,000
$75,000 - $100,000
$100,000 - $150,000
$150,000 ++
Full Name - Buyer #2
Buyer #2 Phone Number
Buyer # 2 Email
Buyer # 2 Date of Birth
-
Month
-
Day
Year
Date
Buyer # 2 Job Company & Title
Income Range
less than $50,000
$50,000 - $75,000
$75,000 - $100,000
$100,000 - $150,000
$150,000 ++
Preferred Method of Contact:
Email
Phone
Text
Unspecified
How did you hear about me?
Is anyone on the mortgage a Veteran?
Name & Ages of everyone living in home.
*
Property Address (if already searching)
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General Buyer Questions
How soon would you like to be in your home?
How long have you been seriously looking?
What's important about buying a house right now?
How much money do you have set aside for down payment and closing costs? - (The trusted lenders I work with have numerous resources that can help with upfront costs)
If you need financing, have you already started working with a mortgage company/lender?
Yes
No, I need to find one
I AM PAYING CASH!
Other
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YES, I'm working with a lender (or I'm Paying Cash)!
Great! Do you have your pre-approval letter from them?
Yes
No, I need to get the Pre-approval Letter
I'm paying cash and have proof of funds
I'm paying cash DO NOT have proof of funds (Instruct Buyer on what is needed)
Please send me a copy of your Pre-approval or proof of funds so we have that as leverage before seeing any properties you end up liking (Use this section to upload files here to have in one place or simply upload to computer and Command).
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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NO, not working with a mortgage company/lender
Great! I have some great lenders I work with... I will have them give you a call and... get you pre-approved. It's no cost or obligation for you... but it will give us extra leverage in getting the best price in the home you choose... because it lets the seller and their agent know that you are qualified.
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Current Buyer's Property Info
Do you have a home to sell before you close on your next home?
Yes
No
Maybe
Other
Do you currently have a lease
Yes
No
When is your lease up (If applicable)?
How much current rent/ mortgage payment?
Besides you, are there any other decision makers?
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Your Future Home
Price Range:
*
Areas
*
Bedrooms
*
Baths
Garage/ Pool / Fence / Lot size?
Special needs/considerations:
Is there a specific school district that you are looking into?
What are some concerns you have? credit score, getting financing, money upfront etc? List all questions below.
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Buyer Wrap-up & Follow-up
So, now I know the basics I like to meet with all my clients in person or over video call to go over the process. ( In person is highly recommended since the amount of information we go over) Then I will set you up with your own personal home search tailored to your needs.
For our official appointment you can type your availability or pick a date and time on calendar.
*
NOTE - A Pre Approval must be done before an offer can be submitted
Appointment -
Submit
Should be Empty: