Buyer Intake Form

Buyer #1

Name(Required)

First Last

Phone Number(Required)

Email(Required)

Birthday

If you like presents, leave your birthday here:

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Buyer #2

Name

First Last

Phone Number

Email

Phone Number(Required)

Birthday

If you like presents, leave your birthday here:

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

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

If there is anyone whose opinion value during this process, include them here.

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

How did you find us?(Required)

Is this your first home purchase?

Yes

No

What is your current living situation?

Renting with a lease

Owning and need to sell first

Living with family

This is secondary investment property

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

Ideally, when would you like to be getting the keys to your new home?(Required)

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

What has your home shopping experience been so far?

Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties?

Since this market is moving quickly, we like to know this up front.

What is your price point(Required)

How are you looking to purchase?(Required)

How much would you like to put down?

Who are you getting your loan with?

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

Please upload your prequalification letter

Uploading this will make our time together way more efficient so we can see the details of your loan.

Drop files here or

Max. file size: 80 MB.

How many bedrooms do you need?(Required)

How many bathrooms do you need?(Required)

How important is a garage?(Required)

Do you have a preference for how many stories the property is?(Required)

What type of property are you interested in?(Required)

Single Family

Townhome

Condo

Multifamily

How comfortable are you doing work on the property?

Are any of these features important to you?

Do you have any preference for the view?

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

How do you feel about associations?

Are you open to 55+ communities?

What are your absolute must haves?(Required)

What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves?(Required)

What are the things that would be pleasant surprises but aren’t mandatory?

What are your absolute dealbreakers?(Required)

You don’t need to reiterate the must haves.

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

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?

After you hit submit, you’ll be redirected to register for the workshop and can select a time that works best for you.

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?(Required)

BUYER INTAKE FORM