Buyer Intake Form

We are good to go! Just to make our time as effective as possible, please complete this form.

Fields marked with an * are required

Buyer #1

First Name

Last Name

Phone

Birthday

Occupation and Company

Buyer #2

First Name

Last Name

Phone

Birthday

Occupation and Company

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

Address

City

US States

Zip

How did you find us?

Is this your first home purchase?

What is your current living situation?

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?

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?

Generally, when are you available to see properties?

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?

Please upload your prequalification letter

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?

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

How do you feel about associations?

Are you open to 55+ communities?

What are your absolute must haves?

What are your nice to haves?

What are your absolute dealbreakers?

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?

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?