Buyer Intake Form

Buyer 1 - First Name

Buyer 1 - Last Name

Email *

Phone *

Occupation

Date of birth

Are there any other indirect decision makers involved in your purchase?

Buyer #2 Email

Buyer #2 First Name

Buyer #2 Last Name

Buyer #2 Phone

Buyer #2 Date Of Birth

Buyer #2 Occupation

Buyer #2 Are there any other indirect decision makers involved in your purchase?

Address

City

State

Postal code

How did you find us?

What is your current living situation?

Renting with a lease

Own 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?

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?

Generally, when are you available to see properties?

What is your price point?

$

How much would you like to put down? (% or $)

Who are you getting your loan with?

Has your lender taken you through a mortgage estimate that shows your cash to close?

Yes

No

Please upload your prequalification letter

PDF, PNG, JPEG or JPG

How many bedrooms do you need?

How many bathrooms do you need?

How many garage stalls are a must have?

What type of property would you like?

Do you have a preference for how many stories the property is?

Are there any specific neighborhoods, cities or schools that you’re focused on?

How comfortable are you doing work on the property?

Do you have a preference for the view?

Are any of these features important to you? (Select all that apply)

Are you open to 55+ communities?

Yes

No

How do you feel about associations?

Absolutely not!

If it's reasonable, I'm not opposed.

I have no preference.

Must Haves: What are the things that you don’t want me to waste your time showing if it’s missing?

Nice To Haves: What are the things that would be pleasant surprises but aren’t mandatory?

Deal Breakers: You don’t need to reiterate the must haves.

Is there anything else that you’d like us to know about your new property?

Do you have an agent?

Yes

No

Unknown

If so, what is your agent's name?

If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?

Yes

We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting? *

Yes