New Buyer Questionnaire

New Buyer Intake Form

I’m so excited to help you find the perfect home. Before we dive in, I’d love to get to know you better and understand exactly what you’re looking for. This will help me tailor the experience to your needs and make your home-buying journey simple and stress-free!
Your Information

The basics.
Name

First NameLast Name
Preferred Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
When is the best time to contact you?
How do you best like to communicate?
Who all will be on the deed when you buy this home? For example, will this be you and your spouse, just yourself, a trust or other entity or you and another person. Please list out all the names of the people who will own the home with you (leave blank if this is just a home for you).
About You

When we meet new clients, we like to learn a little about you to so we can personalize our service and get to know you a bit better. All the questions below are optional, but we'd love to learn a little about who we'll be working with!
Your Birthday

MonthDayYear
Date
Marital Status
Spouse / Partner Name
Spouse / Partner's Email
example@example.com
Spouse / Partner's Phone Number
(xxx) xxx-xxxxFormat: (000) 000-0000.
Spouse / Partner Birthday

MonthDayYear
Date
Anniversary Date

MonthDayYear
Date
Do you have kids?
Name(s) of Your Children
Pets
Hobbies
Favorite Drink / Snack
Is there anything else you would like to share about yourself?
Your Home Search
What type of home are you looking for?
Are you interested in a New Build or A Resale?
Do you have an idea where you would like to live? Any preferred locations?
Are there any must have features you would like to find in your next home?
Are there any "deal-breakers" (things you definitely do not want in your next home)?
Ideal Number of Bedrooms
Ideal Number of Bathrooms
What is the ideal size (square footage) of your next home?
When would you ideally like to move in?

MonthDayYear
Date
Is there anything else I should know about your next home?
Your Ideal Buying Experience
What is your major concern or biggest fear about buying your next home?
After you move in, what could we do to have you look back and think this was a great home buying experience?
Do you have any major questions before we begin looking for your next home?
Financing
How are you planning on buying this home?
If you will be buying with a loan, are you currently working with a lender?
If you are buying with a loan, are you pre-approve, or pre-qualified yet?
Do you need a recomendation for a great local lender?
Do you have an ideal monthly amount you would like to spend on a mortgage if you're buying with a loan?
Do you know about how much you would like to spend on your next home?
Wrapping It Up
What else can we do to make this experience as easy and stress free for you as we can, or is there anything else we should know before we begin?
Thank you for leting us know a little about you. The next step will be to schedule a time to meet. When you click the submit button below, you'll be redirected to Calendly where you can go ahead and pick a time to chat. Looking forward to seeing you soon!
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New Buyer Intake Form

Your Information

About You

Your Home Search

Your Ideal Buying Experience

Financing

Wrapping It Up