BUYER INFORMATION
Name (primary buyer)
Mobile Number
Format: (000) 000-0000.
Email Address
example@example.com
Preferred Communication Method
Text
Email
Phone Call
Name (co-buyer)
Mobile Number
Format: (000) 000-0000.
Email Address
example@example.com
Preferred Communication Method
Text
Email
Phone Call
CURRENT MAILING ADDRESS
Street Address
City
State
Zip Code
Currently Rent or Own
If Lease Expiration Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
First Time Buyer
If Own Need To Sell Prior To Buying
WHO WILL BE LIVING IN THE HOME?
Children Ages
Other Family Members
Pets
PRIMARY MOTIVATION FOR MOVING
IDEAL MOVING TIMELINE
Ideal date for actual move in
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What is driving that specific timeline
Applied For Pre-Approval Yet
Lender You're Working With
Lender Email & Phone
Format: (000) 000-0000.
W2 Self Employed or Business Owner
Type of Financing
FHA
VA
Conventional
Down Payment Assistance
Estimated Purchase Budget
Target Monthly Payment
Estimated Down Payment Amount
LOCATION, LOCATION, LOCATION
Your new home needs to be nearby:
Are schools important If yes describe...
Are any of these community features important?
Gated Community
Guard Gated
Community
Golf Community
HOA/Non HOA
Active Adult
Community Pool
Community Clubhouse
Community Basketball Hoop
Community Park
Trails & Paths
Other
PROPERTY STYLE
Ranch
2 Story
Multi Level
Any
PROPERTY CONDITION
Would you consider a property that needs renovation?
Yes
Light Reno Only
No
Maybe
Overall Square Footage Requirement
Do you want a basement?
Yes
No
Walk-Out
In-Ground
of Bedrooms
Baths
How will the bedrooms be used
Office or Flex Space Need
Garage Required?
Yes
No
# of Spaces
Other Parking Requirements
OUTDOOR LIVING
Tell me about your ideal lot size
How do you use your backyard space
Is a view important If so what is your preferred view type
Do your animals require a certain style of fencing
WHAT ARE THE 2 MOST IMPORTANT ROOMS IN YOUR HOME
Room 1 Name
Description
Room 2 Name
Description
OTHER HOME FEATURES
Are any of these other home features important?
Wheelchair Accessibility
Front Porch
Formal Living
Formal Dining
Main Level Bedroom
Separate Office
Loft/Rec Room Space
Eat In Kitchen
Upstairs Laundry
Dedicated Laundry Room
Fireplace
Vaulted Ceilings
2 Story Ceilings
Air Conditioning
Pantry Closet
Kitchen Island
Gas Cooking
Electric Cooking
Double Oven
Vent Hood
Sitting Room
Split Primary Suite
Dual Sink Vanity
Separate Shower
Bathtub
En-Suite Bath
Walk-In Closets
Attached Garage
Patio/Deck
Covered Patio/Deck
Storage Shed
Full Fencing
Pool
Hot Tub
Water Access
Paint Colors
Flooring
Cabinetry
Notes: (must haves/deal breakers from above)
Preview PDF
Submit
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