Home Buyer Worksheet
First Name
*
Last Name
*
Home Phone
Cell Phone
E-Mail
*
Spouse/Partner First Name
Spouse/Partner Last Name
Cell Phone 2:
Additional Phone
E-Mail 2:
Address:
City:
State
Zip/Postal Code
Would you prefer me to contact you via text?
Yes
No
I always prefer texts
Text me short messages only
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.
What are the primary reason(s) you are interested in finding a new home?
How many Children do you have?
Please list their names and ages below:
#1 Name
Age
Birth date
-
Month
-
Day
Year
Date
#2 Name
Age
Birth date
-
Month
-
Day
Year
Date
#3 Name
Age
Birth date
-
Month
-
Day
Year
Date
#4 Name
Age
Birth date
-
Month
-
Day
Year
Date
Do you have any special school requirements?
Yes
No
If yes, please explain:
Do you have any pets?
Yes
No
Please List Type of Pet and name for each pet.
What is the price range you would like to stay within?
Approximately how many square feet are you looking for in a home?
Number or bedrooms?
Number of bathrooms
Is a yard important to you?
Yes
No
Yard size you prefer?
What is the absolute highest amount you would consider spending if you found the perfect home for your family?
Greg Herder • (949) 929-5195 • MegaAgentRealty.com
CalBRE #00760824
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"
Home feature rating scale
Not Important
Somewhat desirable
Nice, but I could live without it
Important
This is very important
Family Room
Entertainment Area
Fireplace
Hardwood Floors
Open Feeling
Bonus Room
Large Master Bedroom
Formal Dining Room
Close to schools
Close to work
Close to dock
Storage Space
Large Kitchen
Modern Kitchen
Granite Countertops
Large Yard
Pool & Spa
Privacy
BBQ Area
Coastal View
Close to Shopping
Enclosed Garage
Is there a special feature I have not mentioned that is important to you?
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What I would like you to do now is describe your ideal home. Tell me about the floor plan, decor, yard, etc.
Tell me about your lifestyle. What do you see yourself doing in your new home? (Entertaining, relaxing, raising a family, etc.)
Are there any geographic areas you have in mind that you would like to look at?
Yes
No
If yes, please list them below:
What attracts you to this area (s)?
What do you feel will be the key factors in your purchasing decision? (Price, terms, locations, etc.)
What time frame do you have in mind for moving?
What will you do if you do not find a home in that time frame?
Do you need to sell another home before moving?
Yes
No
Is that home currently listed for sale?
Yes
No
If yes, how much is it listed for?
How long has it been on the market?
Agent you listed with?
Agent"s phone:
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Maintaining the Balance Between Business and Life
My goal is to help make buying your home a positive experience. To do that we need open communication between us. That way the little issues that naturally come up in buying a home can be handled easily and without stress. Is there anything that you would like to tell me that you feel might be helpful in our working together?
Do you have a person you would prefer me to use as the main contact?
Yes
No
Either
If yes, who is the preferred contact?
What are the best days and times for you to look at property?
How often would you like to look at property?
How often would you like me to contact you?
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Do you understand how the real estate Multiple Listing Service (MLS) service works?
Yes
No
Do you understand how an agent who finds you a home gets paid?
Yes
No
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:
Ask the agent at the open house to write up the offer
Call and ask me to write up an offer the home
Are you willing to commit to working with only me as your Realtor® for the next 90 days to help find a home?
Yes
No
Please write out any questions you have about the real estate buying process, or about me or my philosophy of service:
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.)
Name
Date
-
Month
-
Day
Year
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?
Yes
No
Closing costs?
Yes
No
Tile insurance?
Yes
No
Professional home inspection?
Yes
No
Seller disclosures?
Yes
No
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:
Home financing
Closing costs
Title insurance
Home inspections
Seller disclosures
Other
What forms of financing are you considering in purchasing a home?
Fixed rate
Variable rate
FHA
VA
Other
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?
Yes
No
What would be a good time for a loan representative to call you?
Employment Information
Your occupation:
Gross monthly income:
Who is your current employer?
Years:
Business Phone:
Spouse"s occupation:
Gross monthly income:
Spouse"s current employer?
Years:
Business Phone:
Combined monthly income?
Do you have other sources of income?
Yes
No
If yes, please explain:
How long have you been married?
Anniversary Date:
How much money do you have available for a down payment?
Where is the money coming from?
What bills do you have over $150 per month?
Rent/Mortgage
Insurance
Car
Boat
Car
Alimony/Child support
Credit card
Other
Credit card
Other
Credit card
Other
Credit card
Total:
Do you have any other obligations that could have a bearing on the purchase of a home?
Yes
No
If yes, please explain?
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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Submit
Greg Herder • (949) 929-5195 • MegaAgentRealty.com
CalBRE #00760824
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