Hey There! I'm excited to assist you with your Home Sale and Purchase. Please fill out the following information below so that I am better prepared for our conversation.
Client Intake Form
Client 1
First Name
Last Name
Client 1 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Client 1 Email
example@example.com
Client 2
First Name
Last Name
Client 2 Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Client 2 Email
example@example.com
Best method to contact you?
Email
Phone
Text
All
Are you buying or selling? or both?
Buying
Selling
Both
Current Address
(Buyer's only) Have you been pre-approved?
Yes
I need lender suggestions
What would you like for me to know about the home you're selling?
What is the most important to you when it comes to selling your current home? (check all that apply)
Price
Quick Closing Timeline
Post-Closing Occupancy
Selling as-is
Other
How soon do you want to sell your home?
30 days or less
30-60 days
60-90 days
3+ or more months
How soon do you want to buy a New Home?
30 days or less
30-60 days
60-90 days
3+ or more months
What are your need in your New Home? Needs are non-negotiable items.
What are your want in your New Home? These are things you would like to have if possible.
What style home do you prefer? (check all that apply):
Farm and Ranch with Acreage
Ranch
Traditional
Split level- 1st floor master
Other
# of desired bedrooms
1+
2+
3+
4+ or more
Minimum Square footage
Do you have an idea of your max budget? If so, please share below.
What area (s) are we looking? Please list cities, counties, school districts & neighborhoods we should focus on.
Please share your 5 most important things you like to have in your next home:
What would you consider a deal breaker during the inspection period? AKA something that would cause you to walk away from the home?
What are you concerns about the Process? What would you like to know specifically?
Is there anything else I should know before our meeting?
Appointment
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