Buyer Questionnaire
Your Full Legal Name (with middle name following your first name)
First Name
Last Name
Partner/Spouse Full Legal Name
First Name
Last Name
Your Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Email
example@example.com
Your Partner/Spouse's Email
example@example.com
Your Phone Number
-
Area Code
Phone Number
Your Partner/Spouse's Phone Number
-
Area Code
Phone Number
Where do you and your partner/spouse work?
Do you currently have an active Agency Agreement with another agent?
Yes
No
If yes, please provide their name and phone number.
Who are the key decision makers in your home purchase?
Tell me a bit about yourselves; family, work, what you do for fun, where would you live if you could live anywhere?
This will help me understand your housing needs and desires.
What pronouns do you use?
Are there any religious holidays for me to consider in our communication ?
Do you have any pets?
Type of Pet (s)
Breed
Do you have children? What are their names, will they live with you?
Do you currently own a home or are renting? How long have you lived there? When does your lease expire?
How many homes have you owned? What was the process you used to purchase that/those homes?
How long have you been looking and have you seen any homes that you liked (with an agent, open-houses, online)?
If yes-why didn't you buy the one you liked?
If no-what are you looking for that you haven't found?
Will you be financing part of the purchase or paying cash? If you'll be financing any portion of the purchase, have you met with a lender and been pre-approved? What lender and at what price was the approval for?
Will anyone else be helping you financially (including financial gifts and inheritance)?
How soon would you like to be moved? Why is that time frame important to you? How would your plans be affected if you moved sooner or later?
If we found the perfect home today, what would you do? Does anything need to be resolved before purchasing?
Of all the things you are trying to accomplish with this move, what is the most important?
What do you like most about your current home? Why? What is your favorite room?
What are the 3 things you're looking for in a realtor?
FUTURE HOME
What type of home are you interested in, Condo, Co-Op, Town-home, Single Family Home.
What is your motivation for buying now?
Ideal location:
Ideal price and cap price if you need to offer more:
Size of home (Beds, Baths, Square footage, Yard, etc.):
Must have in your future home:
Nice to have in your future home:
Non-negotiable, "Deal breakers":
Do you have any kids? Pets?
Are schools important? Any specific school you want to be near?
Are you interested in new construction?
How do you feel about doing renovations?
Are you looking into buying a for sale by owner?
The following questions will help me understand how to best communicate with you.
Please check one phrase that describes your preferences most of the time.
I like to get straight to the point.
I prefer to follow a procedure.
I like to be the center of attention.
More important than any of the above is how others around me feel.
Please check one phrase that describes your preferences most of the time.
I like to keep things in perspective.
I like to be thorough
I believe efficiency is important
I think of the person before the problem
Please check one phrase that describes your preferences most of the time.
I can take a joke
I pay attention to detail
I like to help others
I prefer to just get on with things
Please check one phrase that describes your preferences most of the time.
I like concrete results
I value a sense of humor
I like to consider others
I like to understand the logic of the decision
Please check one phrase that describes your preferences most of the time.
I like thoroughness
I think sympathy matters
I value clarity and concision
I like to stay optimistic
How did you hear about me?
Submit
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