Buyer Intake Form
We are good to go! Just to make our time as effective as possible, please complete this form.
Fields marked with an * are required
START HERE
Buyer#1
First Name *
Last Name *
Phone *
Email *
Birthday
(If you like presents, leave your birthday here:)
Occupation and Company
One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
Buyer#2
First Name *
Last Name *
Phone *
Email *
Birthday
(If you like presents, leave your birthday here:)
Occupation and Company
One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!
Are there any other indirect decision makers involved in your purchase? *
If there is anyone whose opinion value during this process, include them here.
Required Information*
MAILING ADDRESS
Address*
Required Information*
City *
Required Information*
State *
Required Information*
Zip *
Required Information*
LIFE STYLE
How did you find us?*
Let us know who we have to thank for sending you our way!
Required Information*
Is this your first home purchase? (Write 'Yes' or 'No')
What is your current living situation? ( Write One Of Them)
- Renting with a lease
- Owning and need to sell first
- Living with family
- This is a secondary/investment property
What made you decide that this was the time to buy?
Ideally, when would you like to be getting the keys to your new home? *
Required Information*
Do you have any concerns about the home buying process that you’d like us to address?
What has your home shopping experience been so far?
Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!
Generally, when are you available to see properties?
Since this market is moving quickly, we like to know this up front.
FINANCES
What is your price point? *
Required Information*
How are you looking to purchase? ( Write One Of Them)*
- Cash
- Conventional
- FHA
- VA
- Other
- Unknown
How much would you like to put down?
Who are you getting your loan with?
Has your lender taken you through a mortgage estimate that shows your cash to close? (Write 'Yes' or 'No')
PROPERTY
How many bedrooms do you need?( Write One Of Them)*
- 1+
- 2+
- 3+
- 4+
- 5+
Required Information*
How many bathrooms do you need?( Write One Of Them)*
- 1+
- 2+
- 3+
- 4+
- 5+
Required Information*
How important is a garage?
- Must Have
- Nice To Have
- No Preference
Do you have a preference for how many stories the property is?( Write One Of Them)*
- I hate stairs! I only want one story
- I like the separation! I’m good with 2+ stories
- Honestly, I don’t have a preference.
Required Information*
What type of property are you interested in? ( Write One Of Them)*
- Single Family
- Townhouse
- Condo
- Multifamily
Required Information*
How comfortable are you doing work on the property? ( Write One Of Them)
- Bring it on!
- I’ll do cosmetic work (paint/replacing carpet)
- I’m looking for something turnkey
Are any of these features important to you? ( Write One Of Them)
- At least one bedroom has to be on the first floor
- Private Pool
- Community Pool
- Fenced In Backyard
- Screened In Porch
- Deck
- Electric Vehicle charger
Do you have any preference for the view? ( Write One Of Them)
Are there any specific neighborhoods, cities or schools that you’re focused on? ( Write One Of Them)*
Required Information*
PRIORITIES
What are your absolute must haves?*
Required Information*
What are the things that you don’t want me to waste your time showing if it’s missing?
What are your nice to haves?*
Required Information*
What are the things that would be pleasant surprises but aren’t mandatory?
What are your absolute dealbreakers?*
You don’t need to reiterate the must haves.
Required Information*
Is there anything else that you’d like us to know about your new property?
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