Home Buyer Checklist
Use this checklist to track your home-buying steps and keep all key details in your CRM.
Buyer's Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Basics and Budget
Maximum Price
Target Location Area
Ideal Move-in Timeline
ASAP within thirty days
Thirty or sixty days
Three to six months
Just browsing
No rush
Financing Status
Please Select
Pre-approved
Cash buyer
Need financing
Working with lender
Not sure
Property Type and Structure
Property Type and Structure
Single family
Condominium
Duplex
Multifamily
Townhome
Property Style
Please Select
Modern
Traditional
Farmhouse
Craftsman
Contemporary
Colonial
Ranch
Victorian
Other
Minimum Bedrooms
Minimum Bathrooms
Garage Requirements
one car
two car plus attached only
detached
not needed
driveway
Other
Basement Needs
unfinished with storage or laundry
finished living area
walkout
no preference
Other
Home Features and Layout
Must Haves
central AC
fenced yard
main floor bathroom
updated kitchen
open concept layout
deck patio
Other
Nonnegotiables
Example: include must-have details or deal-breakers here.
Nice to Haves
Example: add nice-to-have features you'd love if possible.
Wish List
Example: list any wish-list features or extras you’d be excited about.
Absolute Deal Breaker
For example: major structural issues, location deal breakers, budget limits.
Living Details
Work Commute Considerations
Example: note commute time, preferred routes, or office access details.
Pets for Household Needs
Example: share any pet-related needs, restrictions, or space preferences.
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Submit Checklist
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