Buyer Intake Form

To make our time as effective as possible, please complete this form.

(Fields marked with an * are required)

Full Name *

Email *

Phone *

Occupation

Date of birth

If you love birthday cards, leave your birthday here

Is there another decision maker? *

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Spouse Full Name

Spouse Phone Number

Spouse Email Address

Spouse Birthday

Spouse Occupation & Company

Motivation *

Why do you want to make a move?

When would you like to get your new keys? *

Is this your first home purchase? *

What is Your Current Living Situation?

Rent

Own

Availability

Do you have any concerns or specific topics you would like us to address?

Lease Expiration Date

Do you plan on selling or renting your current home?

Selling

Renting

Not Sure

Current Address

How would you rate the condition of your home?

What are your goals with selling your home?

Are you willing to do repairs to get more money from the sale?

Additional Property Detials

What is your price range to buy?

How are you looking to purchase? *

How much do you have for a down payment? *

What is your credit score? *

Pre-Approved Radio *

Yes

Mortgage Company Name

Lender First Name

Lender Last Name

Lender Phone

Lender Email

Pre-approval Letter

What City/Cities are you interested in? *

How many bedrooms would you prefer? *

Bathrooms *

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

What is the minimum square footage you need? *

What type of home are you interested in? *

Are any of these features important to you? *

Year Built *

How important is a garage? *

Commute Time *

Does your home need to accommodate any special needs? *

What are the top 5 things your home needs to have? *

How do you feel about a fixer upper? *

What are your absolute must haves? *

What are your nice to haves? *

What are your future plans? *

What will you do if you do not find a home by your deadline date? *

Is there anything else you would like us to know? *

How does someone win with you? *

How does someone loose with you? *