Buyer/Seller New Client Information Form

Buyer Questions
- YesNoNo, I need to sell my first home before buying a new homeThis is an investment property
- If you are currently leasing, when does your lease end?*
- YesNoUnsure
- cashfinance
- YesNoPlease send lender recommendations
- YesNo
- Under $100,000$100,000 - $200,000$200,000 - $300,000$300,000 - $400,000$400,000 - $500,000Over $500,000unsure
- How much do you have saved for a down payment and closing costs?*
- CanonsburgMcMurrayPeters TownshipUpper St. ClairBethel ParkWashington CountySouthern Allegheny CountyPittsburgh (City)North HillsOther
- Which school districts are you most interested in?*
- Please provide more details about the area(s) you are interested in
- Move-in readyHandy and able to make repairs
- Single familyTownhomeCondoPatio homeNot sure yet
- 1-23-44+
- One full bathroom is all that is necessaryat least 1 full and 1 1/2 bathat least 2 fullat least 3 bathrooms
- GarageYardBasementHome officeMain-level bedroomUpdated kitchenLow-maintenance livingOther
- What are your biggest concerns about buying right now?*
- ASAP1–3 months3–6 months6+ monthsJust exploring
- Is there anything else you want me to know about your home search?*
Seller Questions
What is the address of the home you are selling?

Street Address

Street Address Line 2
CityStateZip Code
Primary residenceInvestment propertyInherited propertyOther
UpsizingDownsizingRelocatingFirst-time moveEstate saleInvestment changeOther
ASAPWithin 30 days1–3 months3–6 monthsJust gathering information
What do you love most about your home?
What updates or improvements have been made recently?*
What do you think might need attention before listing?*
YesNoMaybe
Pricing correctlyTiming the movePreparing the homeFinding my next homeNegotiationsCosts involvedOther
Is there anything else you’d like me to know about your property or timeline?*
Should be Empty:

Seller & Buyer Information Form

Welcome

Buyer Questions

Seller Questions