Buyer Questionnaire

Middle Name

Full Name

Phone

How did you hear about us?

Anyone else buying?

Anyone else involved in the decision-making process?

Do you currently rent or own?

Must you sell before buying?

Why now? Ideal timing?

What are your reasons and motivation for wanting to buy a home?

How long have you been looking?

Have you written any offers or seen any property in person yet?

Long Term Goals?

What are your long-term real estate goals, if any?

Concerns about the process?

Budget and Financing

Anticipated Price Range?, Cash Purchasing or Financing?, Pre-approved?, Amount of Down payment available?

Are you working with a lender?*

We can recommend experienced, local lenders if you’d like a referral.

Please provide lender name and company.

Lender name and company.

What's the ideal home?

Tell us about the home you want to buy. e.g. Neighborhoods, type of property (single-family, condo, TIC, loft, multi-unit), investment or to live in, minimum # bedrooms and bathrooms, ~ square footage, general condition (totally remodeled and move-in ready, dated/cosmetic improvements needed, total fixer-upper, etc.). If you don’t know exactly what you want or what your budget gets you, that’s OK too! We can discuss and help you narrow the focus.

Must Have's

What are must-have features for your new home? If you had to compromise, what could you live without?*

What's important to you?

What are you looking for in a buyer agent?

Interviewing Agents?

Who else are you interviewing as a potential buyer agent?

If so, When?

When are you meeting with agents?

Anything else?

Any additional comments, questions, or things we should know about?

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