Home Buyers Intake Form🏡✨
Please fill out this form to help us understand your needs and preferences for your home search.
Contact Information (Primary Buyer)
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Communication
Call
Text
Email
Will there be a second buyer involved in this purchase?
*
Yes
No
Second Buyer Information
Second Buyer Full Name
First Name
Last Name
Second Buyer Email Address
example@example.com
Second Buyer Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Second Buyer Preferred Method of Communication
Call
Text
Email
Buying Timeline
When are you planning to purchase a home?
*
ASAP
1–3 months
3–6 months
6+ months
Do you need to sell a home before buying?
*
Yes
No
If yes, what is your current address?
Financing & Pre-Approval
Have you been pre-approved by a lender?
*
Yes
No
In Progress
Will both buyers be on the loan?
Yes
No
Not Sure
If yes, please provide lender name
Upload your pre-approval letter
Upload a File
Drag and drop files here
Choose a file
Cancel
of
What price range are you considering?
*
Estimated down payment percentage (Put N/A if unsure yet)
*
Desired monthly payment range
Home Search Criteria
Preferred cities or neighborhoods
Property type
*
Single Family
Townhome
Condo
Multi-family
Other
Minimum number of bedrooms
Minimum number of bathrooms
Must-have features (e.g., garage, yard, updated kitchen)
Deal breakers (features you want to avoid)
Buyer Experience
Is this your first home purchase?
*
Yes
No
If no, when was your last purchase?
What concerns or questions do you have about the buying process?
Motivation & Goals
Why are you moving?
What would make this move a success for you?
What happens if you don’t find a home in your desired timeframe?
Representation
Are you currently working with another real estate agent?
*
Yes
No
Have you signed a representation agreement?
*
Yes
No
Not Sure
Additional Information
Is there anything else I should know about your situation?
Next Steps
I consent to be contacted regarding my home search.
*
I agree
Submit
Should be Empty: