Buyer Needs Worksheet
Thank you for taking the time to answer these questions.
Buyer #1
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Buyer #2
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Current Living Situation
1. What is your current living situation?
2. What positive or negative impact does this have on you and/or your family?
3. Why not just continue living here?
Budget
1. What price or price range are you most comfortable with?
2. What is your absolute max budget for the most ideal home?
3. Which of the following best describes your financial plan for this purchase?
Cash
Conventional
VA
FHA
THDA
Unsure
4. What downpayment amount are you planning to make?
5. How much are you hoping your monthly payment will be?
6. Are you pre-qualified with a high-calibre local lender who knows our market?
Yes
No
7. If not, may I make an introduction?
Yes
No
Timing
1. If you are in a lease, on what date does it end?
2. When would you like to ideally move into your new home?
3. What will happen if you are not able to move into a home by this date?
4. If we find the right home in the next 30 days, does this create a problem?
5. Do you need to sell in order to buy?
Home Search Criteria
1. Minimum number of beds?
2. Minimum number of baths?
3. Minimum and maximum square footage?
4. Minimum and maximum acreage?
5. What is the ideal location you would like to live in? Any specific counties, cities, zip codes or neighborhoods that we should focus our attention on?
6. Is commute time important for any go-to places such as work, church, shopping, recreation, etc.?
7. Any absolute must-haves or non-negotiable desires such as a yard, garage, being in a top school district, etc. that my team and I need to be aware of?
Decision Making Process
1. Who all is involved in making this decision?
2. Will anyone else need to give input or approval before you make an offer?
3. For significant purchases in the past, what has been your decision making process?
4. What do you expect your decision process to be when you find the right home?
Your Experience
1. How many homes have you bought or sold before?
2. If so, what hat was your experience like?
3. What did your realtor do or not do that you did or did not like?
4. What are you looking for most in the realtor you decide to hire?
Rows
1 - Not Important
2
3 - Maybe
4
5 - Very Important
Availability
1
2
3
4
5
Experienced
6
7
8
9
10
Honest
11
12
13
14
15
Knowledgable
16
17
18
19
20
Personable
21
22
23
24
25
Proactive
26
27
28
29
30
Professional
31
32
33
34
35
Reliable
36
37
38
39
40
Reputable
41
42
43
44
45
Tech-savvy
46
47
48
49
50
5. Are there any additional expectations or questions you have for the realtor you decide to hire?
Submit
Should be Empty: