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Home Buyer Worksheet

This worksheet is designed to make you think. It's not always easy, but if you take the time to fill it out, you will end up buying a home you love living in, and it will make the process a lot less stressful.

Greg Herder

DRE Lic#00760824

A Member of eXp Realty
Home Buyer Worksheet

This worksheet is designed to make you think. It's not always easy but if you take the time to fill it out, it will ensure that you will end up buying a home you love living in, and it will make the process a lot less stressful. Greg Herder
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
YesNo
I always prefer textsText 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

MonthDayYear
Date
#2 Name
Age
Birth date

MonthDayYear
Date
#3 Name
Age
Birth date

MonthDayYear
Date
#4 Name
Age
Birth date

MonthDayYear
Date
YesNo
If yes, please explain:
YesNo
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
YesNo
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

Rows	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?

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.)
YesNo
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?
YesNo
YesNo
If yes, how much is it listed for?
How long has it been on the market?
Agent you listed with?
Agent"s phone:

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?
YesNoEither
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?

Home Buyer Worksheet

Home Buyer Worksheet