Buyer Intake Sheet - Makeda Real Estate

Completely filling out this form is the 1st step in the process of getting into your new home, so you want to allocate about 15-20 minutes to do so. Its like when you go to the doctor’s but more fun as its all about your new home! 🏡

…This form has also helped some clients to really focus on exactly what they want in a home, so think of it as a free tool to help you.

Buyer Intake

Buyer #1 Name

First

Last

Phone

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!

Address

City

State

Zip

Buyer #2 Name

First

Last

Phone

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!

Address

City

State

Zip

How Did You Find Us?

Let us know who we have to thank for sending you our way!

Is this your first home purchase?

Yes

What is your current living situation

Renting

Owning and need to sell first

Living with Family

This is a 2nd home/Investment Property

What made you decide that this is the time to buy

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

Do you have any concerns about the home buying process that you would 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?

How are you looking to purchase?

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?

Yes

Please upload your prequalification letter

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

How important is a garage?

Must Have

No Preference

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

I hate stairs, I need 1 story

I need Separation, I'm good with 2+ stories

No Preference

What type of property are you interested in?

Single Family

Multi-Family

Townhouse

Condo

How comfortable are you doing work on the property?

Bring it on!

I'll do cosmetic work (painting/replace carpet)

I want something turnkey

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 are focused on?

How do you feel about Home associations (HOA)?

Absolutely Not!

It's reasonable, I'm not opposed

No Preference

Are you open to 55+ communities?

Yes

What are your absolute must haves?

What are the things that you do not want me to waste your time showing if it's missing?

What are your nice to haves?

What are the things that would be pleasant surprises but are not mandatory?

What are your absolute dealbreakers?

You don't need to reiterate the must haves.

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

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? *

Yes

If you are human, leave this field blank.

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