Buyer Questionnaire

Buyer Questionnaire
In an effort to ensure you will be served in the best way possible, please complete this questionnaire and submit it at least one day prior to our initial consultation. This questionnaire should take approximately 20-30 minutes.
HOME BUYER INFORMATION
BUYER ONE
How did you hear about us?
LAST NAME*
FIRST NAME*
BIRTHDAY (Month and date only)*
CELL PHONE*
HOME PHONE
HOME ADDRESS
CITY/STATE
ZIP
PREFERRED EMAIL*
HOME BUYER INFORMATION (Buyer Two)
BUYER TWO (IF APPLICABLE)
LAST NAME
FIRST NAME
BIRTHDAY (Month and date only)
CELL PHONE
HOME PHONE
HOME ADDRESS
CITY/STATE
ZIP
PREFERRED EMAIL
What are the reasons you are interested in finding a new home?
CHILD/CHILDREN'S NAME(S) (IF APPLICABLE)
FIRST
GRADE LEVEL
FIRST
GRADE LEVEL
FIRST
GRADE LEVEL
Do you have any special school requirements?
Do you have pets?*
If so, what type of pets?
Pet Name(s)
What are your hobbies and how do you enjoy spending your free time? Children’s activities?
HOUSE REQUIREMENTS
Ideal Square Footage
Number of Bedrooms
Number of Bathrooms
Yard Size
What is the price band you would like to stay within?
Are you willing to do work to your new home?
What type of remodeling are you prepared to do?
YOUR NEW HOME FEATURES
Please rate the importance of each feature that you would like in your estate, home, townhome, or condo: 1 = not important, 5 = very important.

LOCATION
Close to Parks
Close to Work
Close to Highways
Close to Schools
Close to Shopping
Close to Public Transit
INTERIOR
Family Room
Floor Coverings
Closet Space
Living Room
Dining Room
Fireplace
Wine Cellar
EXTERIOR
Entertainment Area
Low Maintenance Yard
Pool/Spa
BBQ Area
Noise (less is better)
Guest House
Tennis Court
GENERAL FEATURES
Size of Yard
Family Neighborhood
View
Privacy
Single vs Two Story
Garage Size
Laundry Location
Modern Kitchen
Open Feeling
Size of Bedrooms
Updated Bathrooms
Workshop in Garage
HOME BUYING, COMMUNITY & LIFESTYLE INFORMATION
Are you interested in looking at new home communities? Have you been to any of the new communities? If so, which ones?
Do you realize if we take you in and register you, we are able to negotiate on your behalf?
If you are over 55 would you be interested in an over 55 community?
Is there a special feature that has not been mentioned that is important to you?
Please describe an ideal home for you (floor plan, decor, yard, style, features and anything else that is important to you).
What towns are you interested in?
Are there any areas or neighborhoods you have in mind that appeal to you, and what attracted you to these areas?
What do you feel will be the key factors in your purchasing decision? (Price, terms, locations etc.)
Do you wish to be close to schools? If so, which high schools or middle schools would you prefer to be closest to?
Have you seen any homes that appeal to you? Please list the properties.
What time frame do you have in mind for moving?
What will you do if you do not find a home in that time frame?
Have you previously owned a home or real estate?
Do you need to sell another home before buying?
Is that home currently listed for sale?
If yes, how much is it listed for?
Listed with
Phone
COMMUNICATION
My goal is to help make buying your home an incredibly positive, stress-free experience. Open communication is very important to ensure a smooth process. Is there anything that you would like to tell me that you feel might be helpful in our working together?
Do you have a person who you would prefer me to use as the main contact? If yes, who is the preferred contact?
When is the best time(s) for me to call you?
Preferred Number
Preferred Days
Preferred Times
When is the best time for you to look at property during the week, Monday thru Friday?
Do you understand how the real estate MLS service works?
Do you understand how the Real Estate Professional who helps you buy your home gets paid?
I will also be contacting you via email, so you will be up to date on the process. Once you are in contract on the home of your choice, you will be able to follow the paperwork process online, at your convenience.
EMPLOYMENT INFORMATION
BUYER ONE
Occupation
Current Employer
Business Address
City/State
Zip
Worked there since
BUYER TWO (IF APPLICABLE)
Occupation
Current Employer
Business Address
City/State
Zip
Worked there since
YOUR TRUSTED ADVISORS
Financial Advisor
Personal Attorney
Accountant
Insurance Agent
Professional Trustee
HOME FINANCING
How much would you like to use for this purchase as a down payment?
Please share your understanding of the home buying process:
Do you understand how financing a home works?
Closing Costs?
Loan Origination Fees?
Title Insurance?
Would you like information sent to you about any of these items, and if so, which ones?
Have you talked with a lender?
Have you been pre-approved for a loan?
What is the maximum purchase price you are approved for? (even if you plan on spending less)
What forms of financing are you considering?
CashFixed RateVariable RateOther
Would you like us to recommend a trusted mortgage advisor who will pre-approve you and go over with you exactly what is needed to get the best rates and terms to qualify for a loan?
I am already pre-approved with:
Phone
Email
Thank you for sharing your thoughts. We look forward to helping you get what you want and where you want to go.
Should be Empty:

Buyer Questionnaire

HOME BUYER INFORMATION

HOME BUYER INFORMATION (Buyer Two)

HOUSE REQUIREMENTS

HOME BUYING, COMMUNITY & LIFESTYLE INFORMATION

COMMUNICATION

EMPLOYMENT INFORMATION

YOUR TRUSTED ADVISORS

HOME FINANCING