Buyer Intake Form

Intake Form

Please take your time completing this so that we can prepare for our meeting!

First Name *

Last Name *

Email *

Phone Number *

Buyer 2 First Name (if applicable)

Buyer 2 Last Name (if applicable)

Buyer 2 Email (if applicable)

Buyer 2 Phone Number (if applicable)

Is this your first home purchase

Yes

No

What is your Curren living Situation

Renting with a lease

Own and need to sell

Living with family

This is a secondary/investment property

What made you decide that this is 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?

Generaly when are you available to see properties?

What is your price range (estimated budget for home purchase)

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

Lender

I have selected a lender.

I would like your preferred lender to reach out to me.

How many bedrooms do you need?

How many bathrooms do you need?

How many car garages do you need?

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?

Do you have a preference for the view?

Are there any features that are a must?

How do you feel about associations?

I have no preference

If its reasonable, I'm not apposed

Must have

Absolutely not

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?

Nice to haves. What are the things that would be pleasant surprises but aren't mandatory?

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

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