Home Buyer Wants & Needs Questionnaire
Brian Fitzgerald | Coldwell Banker Realty
Exceeding Expectations
Buying a home is a big decision, and my goal is to make sure you feel confident, protected, and comfortable every step of the way. This short questionnaire helps me understand what truly matters to you, so we focus only on homes that fit your lifestyle, not just your budget.
You can be as detailed or as simple as you'd like. The more I know, the better I can advocate for you and provide the hands-on, concierge level service you deserve from start to finish.
Whenever questions come up, I'll help you line up trusted lenders, attorneys, inspectors, and tradespeople so you never have to figure it out alone.
Please complete as much as possible. This helps me focus only on homes that truly fit you.
1. Basic Information
Name(s):
Phone:
Format: (000) 000-0000.
Email:
example@example.com
Preferred Contact Method:
Call
Text
Email
Best Time to Reach You:
2. Timeline & Motivation
Are you currently:
Renting
Owning
Living with Family
Other
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Reason for Moving:
Ideal Move-In Date:
Lease Expiration (if applicable):
Must sell a home first?
Yes
No
3. Financial Comfort Zone
Desired Price Range: $
Monthly Payment Comfort: $
Pre-Approved:
Yes
No
Lender (if any):
Down Payment Plan:
FHA
Conventional
VA
Cash
Unsure
4. Location Preferences
Preferred Towns/Areas: 1.
2.
3.
Areas to Avoid:
Commute Location(s):
Max Commute Time:
School Importance:
Not Important
Somewhat
Very Important
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Walkability Important?
Yes
No
Neighborhood Type:
Rural
Suburban
Neighborhood
Downtown
5. Property Type
Type:
Single Family
Condo
Townhouse
Multi-Family
Open to Options
New Construction?
Yes
No
Maybe
Age Preference:
New
Updated
Character
Any
6. Home Features (Needs vs Wants)
Mark N = NEED | W = WANT
Size & Layout
Minimum Bedrooms:
Minimum Bathrooms:
Square Footage Range:
Open Concept:
Need
Want
No Preference
First Floor Bedroom:
Need
Want
No Preference
First Floor Laundry:
Need
Want
No Preference
Home Office Space:
Need
Want
No Preference
Kitchen
Updated Kitchen:
Need
Want
No Preference
Kitchen Island:
Need
Want
No Preference
Pantry:
Need
Want
No Preference
Gas Cooking:
Need
Want
No Preference
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Interior Features
Primary Suite:
Need
Want
No Preference
Walk-In Closet:
Need
Want
No Preference
Hardwood Floors:
Need
Want
No Preference
Fireplace:
Need
Want
No Preference
Basement:
Finished
Unfinished
Not Important
Air Conditioning:
Central
Window
Not Important
Exterior & Lot
Garage:
1 Car
2 Car
3+
No Preference
Yard Size:
Small
Medium
Large
Fenced Yard:
Need
Want
No Preference
Deck/Patio:
Need
Want
No Preference
Pool:
Need
Want
No Preference
7. Lifestyle Considerations
Pets:
Dog
Cat
Other
Need space for:
Entertaining
Hobbies
Storage
Gym
Workshop
Future Plans (kids, family, aging parents, etc):
8. Deal Breakers
List anything that would immediately rule out a home:
2.
3.
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9. Notes & Additional Comments
Thank you for taking a few minutes to complete this. My job is to keep your best interests front and center, guide you through every step, and make the process feel clear and comfortable. I'm always here as your trusted resource throughout the entire journey.
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