How did you hear about us? Recommended by a friend Recommended by another Realtor Google Zillow Yelp Facebook Youtube LinkedIn Inquired about a house Saw an ad in a luxury magazine Postcard or Newsletter Other HOME BUYER INFORMATION BUYER ONE LAST NAME * FIRST NAME * BIRTHDAY (Month and date only) * CELL PHONE * HOME PHONE HOME ADDRESS CITY/STATE ZIP PREFERRED EMAIL * — BUYER TWO (IF APPLICABLE) LAST NAME FIRST NAME BIRTHDAY (Month and date only) HOME PHONE CELL PHONE HOME ADDRESS CITY/STATE ZIP PREFERRED EMAIL What are the reasons you are interested in finding a new home? CHILD/CHILDREN’S NAME(S) (if applicable) FIRST GRADE LEVEL FIRST GRADE LEVEL FIRST GRADE LEVEL Do you have any special school requirements? Do you have any pets? * YES NO If so, what type of pets? Pet Name(s) What are your hobbies and how do you enjoy spending your free time? Children’s activities? HOUSE REQUIREMENTS Ideal Square Footage Number of Bedrooms Number of Bathrooms Yard Size Do you have any intention of expanding the house size or number of bedrooms/bathrooms of the home you purchase? * What is the price band you would like to stay within? Are you willing to do work to your new home? YES NO What type of remodeling are you prepared to do? YOUR NEW HOME FEATURES
Please rate the importance of each feature that you would like in your estate, home, townhome, or condo: 1 = not important, 5 = very important.
Close to Parks 1 2 3 4 5 Close to Work 1 2 3 4 5 Close to Highways 1 2 3 4 5 Close to Schools 1 2 3 4 5 Close to Shopping 1 2 3 4 5 Close to Public Transit 1 2 3 4 5 Family Room 1 2 3 4 5 Floor Coverings 1 2 3 4 5 Closet Space 1 2 3 4 5 Living Room 1 2 3 4 5 Dining Room 1 2 3 4 5 Fireplace 1 2 3 4 5 Wine Cellar 1 2 3 4 5 Entertainment Area 1 2 3 4 5 Low Maintenance Yard 1 2 3 4 5 Pool/Spa 1 2 3 4 5 BBQ Area 1 2 3 4 5 Noise (less is better) 1 2 3 4 5 Guest House 1 2 3 4 5 Tennis Court 1 2 3 4 5 Size of Yard 1 2 3 4 5 Family Neighborhood 1 2 3 4 5 View 1 2 3 4 5 Privacy 1 2 3 4 5 Single vs. Two Story 1 2 3 4 5 Garage Size 1 2 3 4 5 Laundry Location 1 2 3 4 5 Modern Kitchen 1 2 3 4 5 Open Feeling 1 2 3 4 5 Size of Bedrooms 1 2 3 4 5 Updated Bathrooms 1 2 3 4 5 Workshop in Garage 1 2 3 4 5 HOME BUYING & LIFESTYLE INFORMATION Is there a special feature that has not been mentioned that is important to you? Please describe an ideal home for you (floor plan, decor, yard, style, features and anything else that is important to you). Are there any areas or neighborhoods you have in mind that appeal to you, and what attracted you to these areas? What do you feel will be the key factors in your purchasing decision? (Price, terms, locations etc.) Have you seen any homes that appeal to you? Please list the properties. 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? Have you previously owned a home or real estate? YES NO Do you need to sell another home before buying? YES NO Is that home currently listed for sale? YES NO If yes, how much is it listed for? Listed with Phone COMMUNICATION 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 our working together? Do you have a person who you would prefer me to use as the main contact? If yes, who is the preferred contact? When is the best time(s) for me to call you? Preferred Number Preferred Days Preferred Times When is the best time for you to look at property during the week, Monday thru Friday? Do you understand how the real estate MLS service works? YES NO SOMEWHAT Do you understand how the Real Estate Professional who helps you buy your home gets paid? YES NO SOMEWHAT 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. EMPLOYMENT INFORMATION BUYER ONE Occupation Current Employer Business Address City/State Zip Worked there since BUYER TWO (IF APPLICABLE) Occupation Current Employer Business Address City/State Zip Worked there since YOUR TRUSTED ADVISORS
Are you currently being advised by any of the following? If so, please list their name and firm.
Financial Advisor Personal Attorney Accountant Insurance Agent Professional Trustee HOME FINANCING How much would you like to use for this purchase as a down payment?
Please share your understanding of the home buying process:
Do you understand how financing a home works? YES NO SOMEWHAT Closing Costs? YES NO SOMEWHAT Loan Origination Fees? YES NO SOMEWHAT Title Insurance? YES NO SOMEWHAT Would you like information sent to you about any of these items, and if so, which ones? Have you talked with a lender? YES NO Have you been pre-approved for a loan? YES NO What is the maximum purchase price you are approved for? (even if you plan on spending less)
What forms of financing are you considering?
Cash Fixed Rate Variable Rate Other Would you like us to recommend a trusted mortgage advisor who will pre-approve you and go over with you exactly what is needed to get the best rates and terms to qualify for a loan? YES NO I am already pre-approved with: Phone Email Thank you for sharing your thoughts. We look forward to helping you get what you want and where you want to go.