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Buyer Intake Form
To make our time as effective as possible, please complete this form.
(Fields marked with an * are required)
Full Name
*
Phone
*
Email
*
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Employment & Occupation
*
Is there another decision maker?
*
Yes
No
Full Name
Phone Number
Email Address
Birthday
Occupation & Company
How did you find us?
*
Motivation
*
When would you like to get the keys?
Is this your first home purchase?
*
Date of birth
Yes
No
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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?
Date of birth
Excellent (Updated within the past year)
Good (Updated 2-5 years ago)
Fair (Needs cosmetic updates)
Needs Some TLC (Major Repairs)
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What are your goals with selling your home?
Date of birth
Sell For Top Dollar
Make Enough To Put Down On New Home
Make Enough To Pay Off Current Mortgage
Sell Quickly
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List is empty.
Are you willing to do repairs to get more money from the sale?
Date of birth
Yes
No
Open For Discussion
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Additional Property Detials
What is your desired price point?
How are you looking to purchase?
*
Date of birth
Cash
Conventional Loan
FHA Loan
VA Loan
Not Sure
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How much do you have for a down payment?
*
What is your credit score?
*
Date of birth
700+
650-700
620-650
600-620
580-620
550-580
530-550
500-530
500-
Not Sure
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Pre-Approved Radio
*
Yes
No
Mortgage Company Name
Loan Officer Lender Name
Lender Phone
Lender Email
Pre-approval Letter
Date of birth
What City/Cities are you interested in?
*
Date of birth
Chesapeake
Gloucester
Hampton
Isle of Wight County
James City
Newport News
Norfolk
Portsmouth
Smithfield
Southampton
Suffolk
Virginia Beach
Williamsburg
York County
Other
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How many bedrooms would you prefer?
*
Date of birth
2
3
4
5 Or More
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How many bathrooms do you need?
*
Date of birth
1
1.5
2
2.5
3+
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List is empty.
What is the minimum square footage you need?
*
Do you have a preference for how many stories the property is?
*
What type of property are you interested in?
*
Date of birth
Single Family
Townhouse
Condo
Multi-Family
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How important is a garage?
*
Are any of these features important to you?
*
Date of birth
Bedroom with a full bathroom
Private Pool
Fenced in backyard
Large Yard
Small Yard
Low Maint. Yard
Wood Burning Fireplace
Gas Fireplace
In a HOA/POA
Not in a HOA/POA
Waterfront
Gated Community
Proximity to Shopping/Hospitals/Interstates/Bases
View
In-law Suite
First Floor Bedroom
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List is empty.
Year Built
*
How do you feel about a fixer upper?
*
Commute Time
*
Does your home need to accommodate any special needs?
What are the top 5 things your home needs to have?
*
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?
*
