Buyer Intake Questionnaire
Welcome! And thank you for taking the time to complete this questionnaire. Your responses will help me understand your goals, preferences, and priorities so I can tailor the home search process to fit your lifestyle and long-term plans. I'm looking forward to working with you! - AG
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PERSONAL INFORMATION
Name
*
First Name
Middle Name
Last Name
Current Address:
*
Co-Buyer Name
First Name
Middle Name
Last Name
Phone Number:
*
Format: (000) 000-0000.
Email:
*
example@example.com
Preferred Method of Communication:
*
Phone Call
Text
Email
Preferred Time of Communication:
Morning
Afternoon
Evening
Marital status:
Single
Married
Engaged
Divorced
Other
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BUYER INTAKE FACTS
Things that will help me understand where you are in the home buying process.
Are you a first-time homebuyer?
Yes
No
Are you currently working with a Realtor?
*
Please Select
Yes
No
Unsure
Have you been pre-approved by a lender?
*
Please Select
Yes
No
No Need - Buying Cash
In Process
What is pre-approval?
Are you considering any special financing options?
FHA
VA
USDA
Conventional
Not sure
Cash
Ideal timeframe for purchasing a home:
*
Within 3 months
3-6 months
6-12 months
More than a year
What's your the primary reason for your current home search?
First home purchase
Upgrading to a bigger home
Investment property
Relocating for work or personal reasons
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BASIC HOME SEARCH CRITERIA
This is the first level of information I'll use to search for a home that fits your needs.
Desired location(s):
*
Bedroooms:
*
Bathrooms:
*
Preferred square footage (approximate):
Needed Parking/Garage Space:
Property type you are interested in:
*
Single-family home
Condo/Townhouse
Apartment
Multi-family home
Other
What is your minimum budget (if known):
What is your maximum budget (if known):
Do you need to sell a current property before purchasing?
Yes
No
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ADDITIONAL HOME SEARCH CRITERIA
These are details that relate more to your lifestyle and preferences. Select all options & features that apply.
Which property types are you open to?
Resale / Existing home
New construction (builder spec home)
To-be-built / Semi-custom new construction
Fully custom build (purchasing land + hiring builder)
Fixer-upper / Renovation opportunity
Land only
Are you open to properties that need updates?
Light / Cosmetic updates one (paint, fixtures)
Moderate renovations (flooring, cabinets, non-structural updates)
Major renovation projects (walls, windows, structural layout changes)
Prefer turn-key, move in ready only
Which community types/features appeal to you?
Gated community
Golf course community
Walkable / mixed-use neighborhood
Rural / acreage
HOA okay or preferred
No HOA
Active adult / 55+
Waterfront property
Necessary home features (e.g. pool, home office, basement, fenced yard):
Is future rental potential important to you?
Yes, absolutely
Possibly, I'd like the flexibility
No
What nearby amenities are important to your lifestyle?
Parks and nature trails
Gyms and fitness centers
Restaurants and nightlife
Schools and daycare
Shopping and retail centers
Public transportation
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FINAL QUESTION
Is there anything else I should know about you/your family to benefit your home search?
AVAILABILITY / SHOWINGS
Preferred days for home showings:
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Preferred time for home showings:
Morning (9 AM-12 PM)
Afternoon (12 PM-4 PM)
Evening (4 PM-7 PM)
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