Clone of Clone of Home Buyer Questionnaire

We are so honored to have the opportunity to talk with you! Please fill out our survey so we can be educated on how to best serve you.

Who referred you to us? What made you choose to contact us about buying?

What makes you want to buy a home right now?

Tell us a little about yourself...

Full Name

First NameLast Name

Spouse / Significant other

First NameLast Name

Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

E-mail

Spouse / Sig. other Email

Your Phone Number

Area CodePhone Number

Your Birthday (day and month only)

Spouse / Sig. other Phone Number

Area CodePhone Number

Spouse / Sig other birthday (day and month only)

If someone close to you was asked to describe you, they would probably say you are...

Which best describes your spouse / significant other...

Who should we use as our main contact?

When are the best times to view properties? Are you available to view properties during normal business hours?

Number of bedrooms

Number of bathrooms

Lot size

Square feet

Describe your ideal home (floor plan, decor, yard, style, features) and anything else that is important to you.

What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?

Have you done any research on your own? What specifically? (Open houses, online browsing, etc.)

Have any specific homes caught your eye? If so, please list the properties (address or MLS #).

The 3 most important factors in buying a home are location, size, and condition. Which of these is most important to you

Why is that?

What is your time frame for moving?

Have you previously owned a home or other real estate?

Do you currently own a home? If so, do you need to sell first and is it on the market?

Money is a big deal, especially when it comes to buying a home. After all, for most people, this is the single biggest asset they own, and the biggest debt they ever incur. Our goal is to help you get the answers you need to find the best house and to help the house fit in with the rest of your short and long range financial goals.

What is your minimum price range?

What is the maximum price you would pay, if you found the perfect house?

Will you be making an all-cash purchase?

If no, how much money do you have set aside (for down payment and closing costs)?

Do you know how financing a home works?

Have you spoken with a lender and been preapproved for a loan?

If yes, who is the lender you have spoken with?

Would you be interested in talking to one of our lending partners to help make sure you get the best rate and terms?

Do you have any additional financial questions or concerns about financing?

We take a consultative approach to helping you achieve your goals. We're excited to get to meet you in order to develop the best strategic plan for your situation.

What are your biggest fears or concerns regarding the home buying process? How can we make this as stress-free as possible for you?

What are the shortcomings in your current home are you trying to overcome in your next home?

Is there anything else you would like for us to know so we can help you buy SMART?

NOTE****AFTER YOU CLICK "SUBMIT" BELOW, YOUR SCREEN SHOULD GO WHITE. YOU CAN THEN SCROLL UP YOUR SCREEN AND THE SCREEN SHOULD INDICATE THE SURVEY IS COMPLETE!

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BUY SMART - Home Buyers Questionnaire

General Information

My ideal new home will have at least...

Let's talk about money

It is time to meet us!