What are you hoping to get out of our call/meet up? (
I am an agent/ want to become one
I am interested in buying a home
Both Above
I am interested in Selling a Home
I am interested in Selling and Buying
Who are you completing this questionnaire for?
Myself
Me & Partner/co-signer
Relative ( Please fill out the buyer's name information first, then yours on (partner section)
Other
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Your Phone Number
*
Please enter a valid phone number.
Your Birthday:
Your favorite drink? Non-alcoholic* (be as specific as possible please)
Partner's/ Co-Signer's Name
First Name
Last Name
Partner's/ Co-Signer's Email
example@example.com
Partner's/ Co-Signer's Number
Please enter a valid phone number.
Partner's/ Co-Signer's Birthday
Your Partner's/Co-signer favorite non-alcoholic drink:
Will you be purchasing under an LLC?
No
Yes
Unsure
If purchasing under LLC, Please share name, owners and % of ownership
How did you hear about me? :)
*
Buyer's Current Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
The address above is my:
*
Owned home
Rental
Will you need to sell a property in order to buy?
*
Yes
No
Unsure
I plan on renting it
When will the property be vacant and available for a tenant?
Do you need me to help you find a tenant?
Yes
I will rent myself
Unsure
If renting, when does your lease expire?
Have you considered breaking your lease?
*
Yes
Depends on the fee
No
How much is your current rental/mortgage expenses? (excluding utilities)
*
Is this your first time buying?
*
Yes!
I started the process before, but wasn't ready. Ready now
No, I own property (USA only)
I owned in the past
No, I own property outside of the US
Tell me about your previous experience ( If applicable) What is one thing you loved and one thing you wish was better:
*
How familiar are you with the buying process?
*
Very
Just a bit
Not at all
How familiar are you with today's real estate market?
*
Very
I read and watch videos about it
Not so much
No idea
What would be your ideal close of escrow date (get keys for your new home/investment)?
Have you connected with a lender?
*
I will be paying cash
Yes, I am prequalified !
Yes, but credit hasn't been pulled
Yes, but want to look at other options
Not yet, but I have my own
Not yet and need some recommendations
Other
Please upload proof of funds. Make sure to remove account #s.
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Choose a file
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If you have a lender, please share their contact info (disregard if you have provided this info already) :
*
What do you think your credit score is?
Are you ok with a lender performing a soft pull on your credit (will not lower your score) to determine your qualifications?
Yes, Im ready
Need more information
If you already have a pre qualification letter from your lender, please upload below:
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What are your plans with this new home?
*
Occupy it ( live in it)
Rent it out long-term to a tenant
Rent it out short- term (airbnb)
Flip it/Remodel and Sell
Other
Why do you want to buy a house? (ex: need more room, moving for a job, want to start investing, I am done renting, etc)
*
What type of property are you looking for?
*
Single Family ( detached)
Condo/Townhome
Multifamily ( Duplex, Triplex, 4plex)
Commercial ( 5 units or more)
In what city are you looking to purchase? Would you like to be near someone or someplace? Please specify town or cross streets.
*
Where do you work? ( cross streets) What is your ideal commute? N/A if work from home
*
Desired # of bedrooms
*
1 bed
2 bed
3 bed
4+ bed
Desired # of bathrooms
*
1
2
2.5 ( 2 full bath , 1 half bath with no shower/tub)
3+
Are you looking for a home that is move in ready?
*
Yes, I just want to move in and not do any upgrades
No , I am ok with putting in some work( paint, floors, kitchen)
No , I am ok with a big project
Unsure
What type of home are you searching for?
New Construction
Resale Homes (2025 and older)
Both
Unsure
What is your desired price point? ( I recommend going on Zillow and getting familiar with prices)
*
How much monthly payment can you afford? ( not including utilities)
*
How much are you able to contribute toward your down payment?
$0
$5,000
$6,000 - $10,000
$11,000 - $15,000
$16,000-$20,000
$21,000 - $25,000
$25,000+
Describe your perfect home: ( location , size, pool or no pool, one story homes, 2 car garage, etc)
*
What is something you absolutely don't want in a home and/or area?
*
Is there a home out there that you love? attach the link please!
*
How long do you plan on occupying this property for?
*
Forever
A long time
Just a couple years
1-2 years
I don't plan on occupying
Other
Have you been communicating with a Realtor?
*
Yes, I've been looking at homes with a Realtor
Yes, only online
Yes , but I would like to work with you now
Still deciding
No
Do you have a written agreement with a Realtor?
*
How involved would you like to be during the home buying process?
*
Very!, I love to learn
Enough to get me a home
Not that much, I trust you
Not at all
Anything else I should know about you or your goals?
*
Would you like me to start sending you homes with your criteria?
*
Yes , please
Not yet
I'd love to arrange a time for us to meet in person for our consultation. Could you please let me know 2 dates and times that work for you ? If you already booked an appointment, please disregard.
Thank you for answering all my questions! This will help the process a lot :)
SUBMIT
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