Buyer Questionnaire
Your Name
First Name
Last Name
Partner/Spouse/Significant Others Name
First Name
Last Name
Your Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Email
example@example.com
Partner/Spouse/Significant Others Email
example@example.com
Your Phone Number
-
Area Code
Phone Number
Partner/Spouse/Significant Others Phone Number
-
Area Code
Phone Number
Where do you and your Partner/Spouse/Significant Other work?
Tell me about yourself, your family, work, what you do for fun, where you'd like to live (if you could live anywhere)?
This will help me understand your housing needs + desires.
How long have you lived in your current residence? Do you own or rent? If you're renting, when does your current lease expire?
How many homes have you owned? What was the process you used to purchase that/those homes?
How long have you been house hunting? Have you seen any homes that you liked (with an agent, open house(s), online)?
If yes - why didn't you purchase the one you liked?
If no - what are you looking for that you haven't found?
Will you need Financing for this purchase OR do you plan on paying Cash? If you'll need financial assistance, have you met with a Mortgage Broker/Lender + been Pre-Approved through Underwriting? Who is the Mortgage Broker/Lender and at what purchase price was the Approval for?
If you're planning on paying Cash, please upload your Proof of Funds Statement
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Will anyone be helping you financially (including financial gifts &/or inheritance)?
What date would you like to be living in your New Home? Why is this 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 your Dream Home?
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 THREE most important things you're looking for in a REALTOR®?
Your Future Home
Is this purchase going to be your Primary Residence OR an Investment/Income Property?
If you're purchasing an Investment/Income Property, please provide specific main objectives:
What is your ideal price range?
What is/are your ideal location(s)
Preferred size of home (# of Beds, Baths, Square Footage, Garage, etc.):
What are your "non-negotiables"?
Do you have any kids? Pets? What are their names + ages?
Are Schools Districts important? Any specific school(s) you want to be close to?
Are you interested in new construction?
What type of home do you prefer? (Floating Home, Condo/Co-Op, Townhouse, Single Family)
How do you feel about doing renovations?
Are you looking into buying a "for sale by owner" property?
Your Communication Style
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.
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