Let’s Get to Know You

Let’s Get to Know You

Thanks for taking a moment to share your story.
WHO
Full name(s) as they should appear on a contract

First NameMiddle NameLast Name
Mobile phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Best way to reach you
Best time to reach you
Mailing address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Birthday

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Who lives in the home?
Anyone else who should be part of the conversation?
Have you worked with a real estate agent before?
What did that agent do well, and what would you change?
Who sent you my way?
WHAT
I am planning to
Property type
Bedrooms
Bathrooms
Approximate square feet
Your top three must-haves
Your deal-breakers
What do you love about where you live now? What would you happily leave behind?
Condition
Address of the home you are selling

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
WHEN
Ideal move date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Latest date that still works

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Your timeline is
What is driving the date?
If you are buying and selling
Best times to see homes
Best time for our first conversation

Hour Minutes

AM/PM Option
WHERE
Areas you are considering

Somewhere else
Where do you live now?
Moving to East Tennessee from where?
Preferred setting
Places that anchor your week
Longest commute that still feels okay (minutes)
School zone or district that matters
WHY
What is prompting this move?
A year from now, what does success look like for you?
What worries you most about this process?
HOW
How are you planning to pay?
Price range you are comfortable with
Comfortable monthly payment
How often do you want to hear from me?
How do you like to get information?
How do you make big decisions?
How familiar are you with the process?
Favorite Knoxville coffee shop or restaurant
Anything else you think I should know?
Staying in touch
Should be Empty:

Let’s Get to Know You

WHO

WHAT

WHEN

WHERE

WHY

HOW