BUYER INTAKE FORM
Thank you for trusting me as your REALTOR®. Please complete this form so I can better understand your needs and help you find the perfect home.
1. CONTACT INFORMATION
Full Name
First Name
Last Name
Phone Number
Format: (000) 000-0000.
Email Address
example@example.com
Best Time to Contact
Preferred Method of Contact
Call
Text
Email
2. ABOUT YOU
Current Address
City State Zip
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you currently working with a REALTOR®?
Yes
No
If yes, name of REALTOR®
3. HOME BUYING GOALS
What is your timeframe for buying?
ASAP
Within 3 Months
3-6 Months
6-12 Months
Just Exploring
What is the primary reason for buying?
Primary Residence
Investment Property
Relocating
Downsizing
Other
4. PROPERTY PREFERENCES
Preferred Areas / Neighborhoods
Property Type
Single-Family Home
Townhome
Condominium
New Construction
Resale
Must-Have Features / Amenities
Nice-to-Have Features / Amenities
5. HOME SEARCH CRITERIA
Price Range Min $
Max $
Bedrooms
1
2
3
4
5+
Bathrooms
1
1.5
2
2.5
3+
Square Footage Min
Max
Lot Size
Small
Medium
Large
Acreage
Stories
1
2
3+
6. FINANCING INFORMATION
How do you plan to finance your purchase?
Cash
Conventional Loan
FHA Loan
VA Loan
USDA Loan
Other
Have you been pre-approved for a mortgage?
Yes
No
In Progress
Lender Name
Lender Phone
Format: (000) 000-0000.
Pre-Approval Amount $
7. CURRENT HOME INFORMATION
Do you currently own a home?
Yes
No
If yes, do you need to sell?
Yes
No
If yes, preferred timeframe to sell
ASAP
Within 3 Months
3-6 Months
6- 12 Months
8. ADDITIONAL INFORMATION
Is there anything else you would like me to know about your home search?
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I'm here to make your home buying journey smooth, informed, and successful. LET'S FIND YOUR NEXT HOME.
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