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Buyer Intake Form
Buyer 1 - First Name
*
Buyer 1 - Last Name
*
Buyer 1- Email
*
Buyer 1 - Phone
*
Buyer 1 - Occupation
Buyer 1 - Date of Birth
Are there any other indirect decision makers involved in your purchase?
Buyer 2 - First Name
Buyer 2 - Last Name
Buyer 2 - Email
Buyer 2 - Phone
Buyer 2 - Occupation
Buyer 2 - Date of Birth
Are there any other indirect decision makers involved in your purchase?
Address
*
City
*
State
*
Postal code
*
How did you find us?
Referral
Google / Web Search
Social Media
Mailings
Other
Is this your first home purchase?
Yes
No
What is your current living situation?
Own and need to sell first
Own but don't need to sell
Renting with a lease
Living with family
This is a secondary/investment property
What made you decide that this was the time to buy?
Is there an ideal date or time frame for when you would like to have your purchase completed?
Do you have any concerns about the home buying process that yo would like for us to address up front?
What has your home shopping experience been so far?
Generally, when are you available to see properties?
What is your ideal price range or the maximum price you are looking to pay?
How are you looking to purchase?
Cash
Conventional
FHA
VA
Unsure
How much would you like to put down? (% or $)
Is there a specific company or mortgage broker you are planning to obtain your mortgage through?
Has your lender taken you through a mortgage estimate that shows your cash to close?
Yes
No
Please upload your prequalification letter
PDF, PNG, JPEG or JPG
What property type(s) interest you?
Single Family Home
Condo
Townhouse
Co-op
Do you have a preference for how many stories the property is?
Are there any specific cities, neighborhoods, school districts, or geographic boundaries you are specifically interested in? Please be as specific as possible.
How many bedrooms do you need?
How many bathrooms do you need?
How many parking spaces do you require?
What kind of parking space would be acceptable to you?
Exterior
Garage
Heated Garage
Are any of the following important to you? Select all that apply.
In Unit Laundry
Central Heat
Central Air Conditioning
Outdoor Space (Balcony, Deck, or Patio)
Door Person
Pool
Fitness Facility
Is there a specific view you are looking for? Please describe.
How comfortable are you doing work on the property?
Do you have or are you thinking about getting any pets? Please include kind of animal(s), total number of animal(s), as well as an approximate weight(s). For dogs, include breed.
How do you feel about homeowners associations?
I expect there to be a functioning homeowners association
If it's reasonable, I'm not opposed.
I am opposed to a homeowners association
I have no preference.
Is there a maximum monthly homeowners association fee you are willing to pay? If so, please provide that number.
Must Haves: What are the things that you don’t want me to waste your time showing if it’s missing?
Nice To Haves: What are the things that would be nice to have but aren’t mandatory?
Deal Breakers: Things that if present or excluded would disqualify the property. You don’t need to reiterate the must haves.
Is there anything else that is important regarding your search that we have not covered?
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