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New Buyer Intake Form

(1) Buyer #1 Name: *

First

Last

(2) Buyer #1 Email: *

(3) Buyer #1 Phone: *

Buyer #2 Name:

First

Last

Buyer #2 Email:

Buyer #2 Phone:

(4) Preferred Contact Person: *

First

Last

(5) Address: *

(a) Temporary or current address if different from above:

(6) How were you referred to me? *

(7) Have you purchased a home before? *

Yes
No

(a) What did you like about the process and broker or what would you change or want to be done differently? *

(b) How long ago was your last purchase and in what state? *

PLEASE DESCRIBE THE HOME YOU ARE LOOKING FOR:

(10) Square footage: *

(11) Number of rooms: *

(12) Do you want a... *

single family
condominium
townhouse

(13) Is a view, yard or waterfront important to you? *

Yes
No

(14) Would you prefer... *

quiet street
or would a main or busy street meet your needs
N/A

(15) Do two or more rooms need to be on one level? *

Yes
No
N/A

(16) What style of home most appeals to you? *

Mid–Century
Craftsman
Modern
Farm House
Multi-Family

Other (Please describe)

(17) Do you need a separate space for an office or other dedicated reason? *

Yes
No

(18) Are you open to... *

a “fixer”
or do you want move in ready

(19) Are you looking for a mother-in-law, Air B & B or other income generating property? *

Yes
No

(20) Is off-street parking important to you? *

Yes
No

(21) Are there accessibility issues that need to be considered? *

(a) When considering the above, list the three most important things you are looking for in a home. *

(22) Is proximity to a particular part of town or other location important? *

Yes
No

(a) Are you familiar with the area? If so what areas are you open to searching in and what is your target or dream location?: *

FINANCING:

(23) Are you going to... *

purchase with cash
obtain a home loan

(a) If you are obtaining a loan have you been pre-approved? *

Yes
No

(b) If you have been pre-approved please provide the name and contact information for your lender. *

(24) What is your price point? *

OTHER INFORMATION:

(25) Is there anything else we’ll need to consider as you begin your search. (Need to repair credit. Co-Signers helping with the loan or a gift. Any other parties or persons that need to remain current during the transaction) *

(26) Please provide any other information that would be important as we develop a plan to begin your search. (Does one party travel, baby sitter needs, best person to contact, intend to go on vacation or away for an extended time). *

(27) What is your time frame? Are you motivated now or is this investigative? *

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