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  • Home Buyer Worksheet

    This worksheet is designed to make you think. It's not always easy, but if you take the time to fill it out, you will end up buying a home you love living in, and it will make the process a lot less stressful.

    Greg Herder

    DRE Lic#00760824

    A Member of eXp Realty

     

  • Home Buyer Worksheet

    This worksheet is designed to make you think. It's not always easy but if you take the time to fill it out, it will ensure that you will end up buying a home you love living in, and it will make the process a lot less stressful. Greg Herder
  • Would you prefer me to contact you via text?
  • To help you achieve your goals in relation to buying a home, I need to ask you some questions that will help me understand how I can serve you best.
     
  • Please list their names and ages below:
  • Birth date
     - -
  • Birth date
     - -
  • Birth date
     - -
  • Birth date
     - -
  • Do you have any special school requirements?
  • Do you have any pets?
  • Is a yard important to you?
  • Greg Herder • (949) 929-5195 • MegaAgentRealty.com
    CalBRE #00760824
     
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  • Please rate the importance of each feature you would like in a home. Click one of the five circles that best fits your preferences: the fist circle being "not important"...the middle circle being "it would be nice, but I could live without it"...the last circle being "this is very important to me"
  • Rows
  • Are there any geographic areas you have in mind that you would like to look at?
  • Do you need to sell another home before moving?
  • Is that home currently listed for sale?
  • Maintaining the Balance Between Business and Life
  • Do you have a person you would prefer me to use as the main contact?
  • Do you understand how the real estate Multiple Listing Service (MLS) service works?
  • Do you understand how an agent who finds you a home gets paid?
  • After I have shown you a number of homes that are close, but not quite, to the one you are looking for and you walk into an open house being held by another agent and say this is the home, what would you do? Check one:
  • Are you willing to commit to working with only me as your Realtor® for the next 90 days to help find a home?
  • I have selected Greg Herder as my Realtor® and I authorize him to contact me via telephone, e-mail, text and fax regarding my current and future real estate needs. (With the understanding you may cancel this authorization at any time.)
  • Date
     - -
  • Financial Information
  • In order to help you obtain the best interest rates & terms, I need to gather some basic financial information. This will allow me to explore all options and to expedite your loan once we have located the right home for you. Providing this information is at your discretion. It will be held in total confidence and will only be used to help me match you with the lender that I feel can secure you the best financing possible.
  • Do you understand how financing a home works?
  • Closing costs?
  • Tile insurance?
  • Professional home inspection?
  • Seller disclosures?
  • If you would like me to send you the latest information about any of these items, please check the boxes below that you want information on:

  • What forms of financing are you considering in purchasing a home?

  • Would you like me to recommend a mortgage representative who could help you get prequalified for a home loan and review with you exactly what is needed to get the best rates and terms possible?
  • Employment Information
  • Do you have other sources of income?
  • What bills do you have over $150 per month?
  • Do you have any other obligations that could have a bearing on the purchase of a home?
  • Once you have completed my Home Buyers Questionnaire please don"t forget to click "Submit." I will give you a call and set up my free, no-obligation buyer review that will help you determine your action plan moving forward. My objective is to assist you in finding a home you and your family will love living in for years to come.
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  • Greg Herder • (949) 929-5195 • MegaAgentRealty.com
    CalBRE #00760824
     
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