New Client Questionnaire
Please complete this questionnaire about your home search. This housing background, financing, and additional needs information will allow me to best support you. All fields are optional unless noted otherwise.
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Current Housing and History
Where do you currently live?
How long have you lived there?
Do you own or rent your current home?
Please Select
Own
Rent
Other
Have you lived in The Bay Area before?
Please Select
Yes
No
If yes, when and for how long?
Have you purchased in the Bay Area before?
Please Select
Yes
No
When did you purchase?
Do you still own property in that property?
Please Select
Yes
No
If yes, do you plan to sell this home when you purchase your next home?
Please Select
Yes
No
Unsure
Past Buying Experience and Market Familiarity
If you have purchased a home before, what worked well about your previous home buying experience?
If you have purchased a home before, what did not work well about your previous home buying experience?
Are you familiar with the current market?
Please Select
Yes
Somewhat
No
Are you familiar with neighborhoods you're looking in?
Please Select
Yes
Somewhat
No
Decision Makers and Home Preferences
Who are the decision-makers for buying this home?
Will each of the decision-makers be living in the home?
Please Select
Yes, all
Some of them
No
Please describe your perfect home
How long have you been looking for this home?
What is your ideal timing for purchasing this home?
Budget and Financing
Have you determined a price range for this home?
How will you be paying for the home?
Please Select
Financing
Cash
Combination / Other
If you will be using financing, have you spoken to a bank yet?
Please Select
Yes
No
Not sure
If so, what bank?
If so, are you pre-approved and for what amount?
How much do you have for a down payment?
Do you need to sell another home before buying?
Please Select
Yes
No
Possibly
If so, where is the home you need to sell?
When do you plan to sell it?
Household and Additional Support Needs
Will any pets be living in the home with you?
Please Select
Yes
No
Possibly in the future
Do you have, or do you anticipate having, children living in this home?
Will anyone else be living with you?
Does anyone who will live in the residence have any special needs to consider?
Please describe your ideal Realtor partner.
Please share any other information that will help us best support you.
Submit
Should be Empty: