Home Buyer Consultation Questionnaire
Buyer Contact Information
Full Name(s):
Phone Number:
Email Address:
Preferred Method of Contact:
Call
Text
Email
Current Address:
Buying Goals
Are you a:
First-Time Buyer
Move-Up Buyer
Downsizing
Investor
Why are you looking to buy a home?
Ideal timeline to purchase:
ASAP
1-3 months
3-6 months
6+ months
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Financial Readiness
How would you describe your current credit situation?
Excellent (720+)
Good (680–719)
Fair (620–679)
Still working on it / needs improvement
Not sure — I'd like guidance
Are you pre-approved?
Yes
No
Have you spoken with a lender?
Yes
No
Have you set aside funds for your down payment and closing costs? (Closing costs typically range 2–5% of the purchase price)
Yes, I have funds ready to go
I have savings but want to confirm it's sufficient
I'm still working on saving
I'm not sure what I need — I'd like to learn more
Down Payment Range (if known):
Location Preferences
Preferred City/Area(s):
Must-have location features (check all that apply):
School District
Commute
Neighborhood
New Construction
Other
Home Preferences
Property Type:
Single-Family
Townhome
New Construction
Other
Bedrooms:
Bathrooms:
Square Footage (min):
Must-Haves:
Garage
Large Backyard
Open Floor Plan
Office
Updated Kitchen
Other
Deal Breakers:
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Condition & Features
Home Condition Preference:
Home Condition Preference:
Move-In Ready
Light Updates
Fixer-Upper
Are incentives important to you?
Yes
No
(e.g., closing costs, rate buy-downs, appliances)
Additional Notes / Questions
Buyer Acknowledgment
I understand that this questionnaire helps my REALTOR® better assist me in finding the right home.
Buyer Signature:
Date:
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Chelsey Traxler, REALTOR®
Close with Chels – Where Heart Meets Home
Licensed in LA & MS
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