Buyer Intake Form

Buyer 1 Name

Buyer 1 Email

Buyer 1 Phone

Buyer 2 Name

Buyer 2 Email

Buyer 2 Phone

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

Mailing Address

Address Line 2

City

State

Zip Code

Is this your first home purchase?

Yes No

What is your current living situation?

I own my home I am renting with a lease I live with friends or family, no lease

Ideally, when would you like to get the keys to your new home?

Generally, when are you able to view properties?

What is your price point?

How are you looking to purchase?

How much would you 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 No Paying cash

Please, upload your pre-approval letter

How many bedroom do you need

How many bathrooms do you need?

How important is a garage?

Do you have a preference of how many stories the home is?

What type of property are you interested in?

How comfortable are you doing work on the proerty?

Are any of these features important to you?

Private pool Community pool Fenced in backyard Grassy area Gated community Non-gated community Waterfront Acreage

Do you have any preference for a view?

Are there any specific neighborhood, cities or schools you are focusing on?

How do you feel about home owner associations?

Absolutely not! I am not opposed I have no preference

Are you open to 55+ communities?

Yes No

What are your absolute must haves?

What are your nice to haves?

What are your absolute dealbreakers?

Is there anything else you would 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 probably the largest asset you will ever own. Will you agree to watch it prior to our meeting?

Yes, I want to learn I don't have time right now, but I want to watch it later No, I am not interested

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 No

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