LV Realtor Buyer Intake Form

Buyer Intake Form

In an effort to ensure you will be served in the best way possible, please complete this questionnaire and submit it at least one day prior to our initial consultation. This questionnaire should take approximately 10-15 minutes.
Are you working with another REALTOR® ?
If yes, have you signed a Buyer's Representation Agreement?
HOME BUYER INFORMATION

Buyer One
1. Legal Name (for contracts)

First NameLast Name
2. Cell Phone #
Format: (000) 000-0000.
3. Current Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
4. Preferred Email
example@example.com
5. Birthday (because who doesn't like receiving birthday love!)

MonthDayYear
Date
HOME BUYER INFORMATION

Buyer Two
6. Is there a Co-Buyer or Spouse
7. Legal Name (for contracts)

First NameLast Name
8. Cell Phone
Please enter a valid phone number.Format: (000) 000-0000.
9. Current mailing address (if different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
10. Preferred email (ideally a separate email for Docusign)
example@example.com
11. Birthday (because who doesn't like receiving birthday love!)

MonthDayYear
Date
12. Do you have a spouse, family, or another party sharing in the decision making process? If so, who?
13. When is the best time(s) for me to call you?
I will also be contacting you via email, so you will be up to date on the process. Once you are in contract on the home of your choice, you will be able to follow the paperwork process online, at your convenience.
YOUR DREAM HOME
Preferred style of home
14. What areas are you interested in? (feel free to be specific, including radius from a certain address, certains streets as boundaries, neighborhoods etc.)
15. Preferred price range (best guess is okay if you haven't met with a lender yet.)
$-$$$ USD
16. Ideal Lot Size/Acres
Enter a range (ex: 1000-2000)
17. Ideal square footage
Enter a range (ex: 1000-2000)
18. Minimum number of bedrooms
19. Minimum number of bathrooms
20. Any other amenities or special features you're looking for?
21. Do you have any special school and/or district requirements?
22. Have you seen any homes including new build communities that have appealed to you? Please list the properties.
HOME BUYING TIMELINE
23. Do you currently rent or own?
24. Is there a specific date you need or want to be in your home?
25. If you currently own, is your house on the market? Do you need to sell it first to move?
26. If yes, how much is it listed for & address of the home you are selling.
27. Listing Agents Name

First NameLast Name
28. Listing agent's contact number
Please enter a valid phone number.Format: (000) 000-0000.
HOME FINANCING
29. Have you spoken to a loan officer to get pre-approved?
30. If yes, what is your lender's name?

First NameLast Name
31. Lender's contact number
Please enter a valid phone number.Format: (000) 000-0000.
32. Lender's email
example@example.com
33. If you haven't completed a pre-approval yet, would you like me to send you a few recommendations of trusted mortgage advisors who will pre approve you and go over exactly what is needed to get the best rates and terms to qualify for a loan?
LIFESTYLE
34. What are your hobbies and how do you enjoy spending your free time? Children's activities? (golfing, playing sports, shopping, gardening, crafts, woodworking, boating, fishing etc.)
35. Your's and your spouse's favorite beverage to order? (coffee, tea, etc.) & toast with? (spirits, beer, wine, or any non-alcoholic beverage)
36. My goal is to help make buying your home an incredibly positive, stress free experience. Open communication is very important to ensure a smooth process. Is there anything that you would like to tell me that you feel might be helpful in us working together?
Thank you for taking the time to help us learn more about you and your desires/needs in your next home. I look forward to helping you with your real estate needs.
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Buyer Intake Form

HOME BUYER INFORMATION

HOME BUYER INFORMATION

YOUR DREAM HOME

HOME BUYING TIMELINE

HOME FINANCING

LIFESTYLE