Buyer Consultation & Home Buying Strategy Session
Welcome! I'm so excited you're considering me as your trusted real estate advisor.Buying a home is one of the biggest financial decisions you'll make, and my goal is to make the process simple, enjoyable, and stress-free. By completing this form, you'll help me understand your goals, preferences, and timeline so I can provide personalized guidance every step of the way.Whether you're a first-time buyer, relocating to Houston, purchasing your forever home, or investing in real estate, I'm committed to helping you make informed decisions with confidence.I look forward to serving you! Complete this intake form so Siobhan Davis can prepare for your consultation and help guide your home search. Contact: 832-772-7239 | siobhandavishomes@gmail.com | SiobhanDavisHomes.com
Contact Information
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Contact Method
*
Please Select
Phone
Email
Text Message
Other
Home Buying Goals
Timeline to Purchase
*
Immediately
Within 1-3 months
Within 3-6 months
Within 6-12 months
12+ months
Just exploring
Reason for Moving
Need more space
Downsizing
Relocating for work
Closer to family
Better schools
Investment property
Lifestyle change
First-time purchase
Other
Desired Neighborhood(s) / Area(s)
Property Type
*
Please Select
Single-family home
Condominium
Townhouse
Multi-family home
New construction
Manufactured home
Land/Lot
Other
Budget Range Fit
*
Lower budget
1
2
3
4
5
6
7
8
9
Higher budget
10
1 is Lower budget, 10 is Higher budget
Home Purchase Goals
Financing and Pre-Approval
Financing Status
*
Please Select
Not Started
Pre-Qualified
Pre-Approved
Actively Financing
Cash Buyer
Other
Are You Pre-Approved?
*
Yes
No
In Progress
Not Sure
Lender Name
Estimated Down Payment Amount or Range
Financing Questions or Concerns
Dream Home Preferences
Desired number of bedrooms
Desired number of bathrooms
Preferred square footage range
Preferred lot size range
Preferred home style
Please Select
Single-family
Townhouse
Condominium
Multi-family
Ranch
Craftsman
Colonial
Modern
Other
Location or commute preferences
Must-Have Features
Must-have home features
*
Garage
Backyard
Home office
Pool
Open floor plan
Basement
Fireplace
Fenced yard
First-floor primary suite
Accessibility features
Other
Other must-have feature(s)
Deal Breakers
What features or property conditions are deal breakers?
Needs major repairs
Shared walls or attached housing
No garage or parking
Small yard or outdoor space
Older home only
High HOA fees
Poor school district
Flood-prone area
Busy road or noise
Other
Please list any locations, neighborhoods, or property attributes you will not consider
Lifestyle Priorities
Which lifestyle priorities matter most to you?
*
Good schools
Walkability
Short commute
Nearby amenities
Outdoor space
Entertaining space
Pet-friendly features
Privacy
Accessibility features
Other
How important is walkability in your home search?
Not important
1
2
3
4
5
6
7
8
9
Very important
10
1 is Not important, 10 is Very important
Maximum acceptable commute time (minutes)
Which nearby amenities are important to you?
Parks
Restaurants
Shopping
Public transit
Gyms
Coffee shops
Healthcare
Other
What outdoor space do you want?
None
Small patio or balcony
Private yard
Large yard
Garden space
Pool
Other
Any special lifestyle needs we should plan for?
Pet areas
Room for entertaining
Quiet/private setting
Single-level living
No stairs
Wide doorways
Step-free entry
Accessible bathroom
Other
Household Information
Number of Adults in Household
*
Number of Children in Household
Pets in the Household
Dog
Cat
Bird
Fish
Small Mammal
Reptile
Other
Household Needs or Considerations
Current Home and Selling Needs
Do you currently own a home?
*
Yes
No
Not sure
Do you need to sell your current home before buying?
*
Yes
No
Maybe
Current home status
Please Select
Listed for sale
Preparing to list
Recently sold
Under contract
Not yet listed
No current home
Other
Concerns about selling your current home or timing
Requested Buyer Resources
Which resources would you like to receive?
*
Home search updates
Lender introductions
Buyer guide
Neighborhood information
Market updates
Showing preparation help
Other
Additional resource requests or notes
Consultation Scheduling Preferences
Preferred consultation format
*
Phone
Video call
In person
Preferred days
*
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Preferred time window
Hour Minutes
AM
PM
AM/PM Option
Timezone
Consent to Be Contacted
Preferred contact methods
*
Phone
Email
Text message
Consent to receive updates about the consultation and home search
*
I agree to be contacted about this consultation
I agree to receive home search updates
I agree to receive appointment reminders
Other
Consent acknowledgment
*
Submit
Submit
Should be Empty: