Questionnaire for Buyers

Please fill out as much of the form as you can. This helps us know how we can best help you succeed in your home purchase.

Name

First Name

Last Name

How did you hear about us?

Phone

(###)

###

####

Can we contact you on this number via Text?

Communication Preferences

Our default team communication approach is as follows: Phone call for complex or nuanced info. Emails for attachments and large quantities of info. DocuSign via email for signing documents. Texting for simple, non time sensitive communication. If any of these methods do NOT work for you please indicate below your preferred method of communication.

Are you working with another salesperson/broker?

How long have you been looking?

Finances

I plan to purchase with cash, OR

I plan to purchase with a loan

I have a pre-qualification letter from a lender, OR

I have a pre-approval letter from a lender

I am ready to buy when I find the right property, OR

I am still not quite ready to buy

Maximum Budget

Do you own now or are you renting?

If you are renting, how much are you paying?

Must you sell or complete the lease period before buying?

If you are leasing, how long is the lease?

How soon do you need to move?

Have you seen any homes/investment properties that you really liked?

If we can find the right property, are you prepared to make a decision now?

What price range have you been considering?

Are you prequalified?

What is the name of the lender that pre-qualified you?

How much has a lender told you that you're qualified for?

How much cash do you want to use for the purchase?

Do you have a budget for monthly payments?

What kind of property are you looking to purchase?

Is there a particular location you prefer?

If acreage is a criteria please list your minimum below.

Minimum Acreage Required

Is there a particular style that you would prefer?

Minimum Number of Bedrooms

Minimum Number of Bathrooms

Other "Must Have" Criteria

List other criteria you'd like in a property in order of importance.

Availability

Please list a few times in the next few days when you'd be available for a call.

Is there anything else you would like us to know in order to assist you better?

Questionnaire for Buyers

Maximize Your Value. Simplify Your Sale.™