BUYER INTAKE FORM

Buyer #1

First Name *

Last Name *

Phone *

Email *

Date of birth *

Mailing Address *

Occupation and Company *

Buyer #2

Buyer #2 First Name

Buyer #2 Last Name

Buyer #2 Phone

Buyer #2 Email

Buyer #2 Date of Birth

Buyer #2 Occupation and Company

How did you find us? *

Are there any other indirect decision makers involved in your purchase? *

What is your current living situation? *

Is this your first time buying a house? *

Ideally, when would you like to be getting the keys to your new home? *

What is your price point? *

How much would you like to put down? *

What loan term are you seeking? *

Who are you getting your loan with? *

Has your lender taken you through a mortgage estimate that shows your cash to close? *

Yes

No

What made you decide that this was the time to buy? *

What has your home shopping experience been so far? *

Select your property type *

Do you have any preference for the view? *

How comfortable are you doing work on the property? *

How do you feel about associations? *

Are you open to 55+ communities? *

Are there any specific neighborhoods, cities or schools that you’re focused on? * *

How many bedrooms do you want *

How many bathrooms do you need? * *

Are any of these features important to you? *

What are your absolute must haves? * *

How important is a garage? *

What are your nice to haves? *

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

What are your absolute dealbreakers? *

Is there anything else that you’d like us to know about your new property? *

Do you have any concerns about the home buying process that you’d like us to address? *

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? *

If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement? * *

Generally, when are you available to see properties? *