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Buyer Intake Sheet

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
Buyer #1 Name
First
Last
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
Buyer #2 Name
First
Last
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!
Let us know who we have to thank for sending you our way!
Is this your first home purchase?
What is your current living situation
Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!
Since this market is moving quickly, we like to know this up front.
Has your lender taken you through a mortgage estimate that shows your cash to close?
Uploading this will make our time together way more efficient so we can see the details of your loan.
How many bedrooms do you need?
How many bathrooms do you need?
How important is a garage?
Do you have a preference for how many stories the property is?
What type of property are you interested in?
How comfortable are you doing work on the property?
Are any of these features important to you?
How do you feel about associations?
Are you open to 55+ communities?
What are the things that you don’t want me to waste your time showing if it’s missing?
What are the things that would be pleasant surprises but aren’t mandatory?
You don’t need to reiterate the must haves.
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? *

Please correct any errors before submitting!