Pre Buyer Consultation

About YOU

The most important part!!
Which WWT Agent are you working with to Buy??
Your Name*

First NameLast Name
Your Email
example@example.com
Your Best Phone Number

Area CodePhone Number
Is this your first home purchase?

Yes, and very excited!No, but still excited!
Where do you currently live?

RentingOwn my current home
When is your lease up? Is it flexible?
What is your current address?
Best way to communicate with you? (choose all that apply)

CallTextEmail
How would you describe yourself?

Leader and ConfidentSupportive and HelpfulDetail Oriented and CautiousEnthusiastic and Optimistic
Are there any other people involved in the decision to buy?

YesNo
Their Name*

First NameLast Name
Their Email
example@example.com
Their Best Phone Number

Area CodePhone Number
Best way to communicate with them? (choose all that apply)

CallTextEmail
How would you describe them?

Leader and ConfidentSupportive and HelpfulDetail Oriented and CautiousEnthusiastic and Optimistic
About The Search
What have you done so far? (choose all that apply)

Browsed onlineWent to Open House(s)Saw some Properties with Another Agent
What area(s) you are focusing?
What interests you about that area?
Any must haves for your next property (size, beds, baths, style, etc)?
Financials
Have you been preapproved?

YesNo
Which lender are you working with?
Have you talked to a lender?

YesNo, I would love a recommendationNo, I have someone I want to work with
What is your current monthly rent?
Where do you feel comfortable pricewise? (monthly payment or purchase price)
Schedule
What is your schedule like on a typical week... when will we want to go out to see properties?
About The Move
What is the Reason for the Move?

How Strong Is Your Need to Move?

	1	2	3	4	5	6	7

1 is No Interest, 7 is ASAP

What would make your need to move a 7 (max)?
How did you hear about us?
About the Appointment
What would make this appointment a win for you?

Understanding the Market Conditions

	1	2	3	4	5	6	7

1 is Don't Care, 7 is Very Important

Learn more about the Process and Timelines of Buying

	1	2	3	4	5	6	7

1 is Don't Care, 7 is Very Important

Get a Better Feel for What Properties are Available

	1	2	3	4	5	6	7

1 is Don't Care, 7 is Very Important

Establishing a Relationship with the Agent

	1	2	3	4	5	6	7

1 is Don't Care, 7 is Very Important

The Waldner Winters Team

How confident are you that we are the right team to help you buy?

	1	2	3	4	5	6	7

1 is Not using WWT, 7 is WWT

75% of our business comes from repeat clients and referrals. If we decide to work together, we plan to knock it out of the park.
Are you OK if we ask for referrals throughout the process??

Already Have One For You!Of Course, I'll Keep My Eyes OpenWe Will See How it Goes
Should be Empty:

About YOU

About The Search

About The Move

About the Appointment

The Waldner Winters Team