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Format: (000) 000-0000.
- Preferred Contact Method*
- Best Days to Reach You
- Best Time of Day to Reach You
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- Are There Additional Owners or Participants?
- Additional Owner Details
- Who Should Receive Updates?*
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- Current Use*
- Occupancy Status*
- When Did You Acquire the Property?
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- Parking Features
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- What are your main reasons for selling?*
- When would you ideally like to be on the market?
- Preferred closing date
- Preferred move-out date
- Do you have a firm deadline?*
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- What are your top priorities?
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- Do you have a target asking price in mind?*
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- Do you have a target net proceeds amount in mind?*
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- Is there a mortgage or loan on the property?*
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- Do you have any property tax exemptions, deferrals, or special valuations that may affect the sale?
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- Would you like a seller net proceeds worksheet?
- Which pricing approach best fits your goals?
- How comfortable are you with discussing price adjustments if the market suggests a change?
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- Do you currently have an agent representing you for this sale?*
- Is your property currently under an active listing agreement?*
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- What is your ownership holding type?*
- Are all owners available to participate in the sale process?*
- Are any of these ownership or signing circumstances relevant?
- What should we review regarding authority to sign or ownership documentation?
- Will you be able to participate remotely in any part of the process?*
- Which documents do you already have available?
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- Which items are intended to be included in the sale?*
- Which items do you want to keep?
- List specific items you want to keep and how each should be handled
- List any items owned by someone else and describe each one
- Are there any sentimental, valuable, or personal items that should be removed before photos or showings?
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- How ready is your home for photography and showings?*
- Which services would you like me to help coordinate?
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- Projects already underway
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- Preferred showing schedule*
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- Can you leave the home during showings?*
- Are pets currently in the home?*
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- Are you open to open houses?*
- Are you open to a secure lockbox for access?*
- Photography, video, and marketing preferences
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- Which offer terms matter most to you?*
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- How do you prefer to evaluate repair requests or seller contribution requests?
- Are you considering another purchase after selling this home?*
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- Would your next purchase depend on the proceeds from this sale?
- Would you like help coordinating the sale of this home with your next purchase?
- Can you move out before closing if needed?
- Would you need to remain in the home after closing?
- Would temporary housing or storage be helpful during your move?
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- Have you sold a home before?*
- Which parts of the selling process would you like explained?*
- What matters most to you in an agent?*
- How would you like to receive updates?*
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- Who should participate in the consultation?
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- Acknowledgment and contact consent*
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- Should be Empty: