Buyer's Assessment

Middle Name

Buyer Info

First Name

Last Name

Phone number

Property Address

Company / Business Name

Job Title

Preferred method of contact

Birthday

Who is the decision maker in this transaction?

Is there another buyer in this transaction?

Lifestyle Info

Will anyone else live with you?

Do you have any children or plan to have some?

Do you have any pets or plan to have some?

Does anyone have any special needs to consider?

Agency

Are you working with an agent currently?

How would you describe the perfect real estate agent?

Finance

Do you own or rent your current home?

Are you currently pre-approved for financing?

What is your price range?

How much do you have for a down payment?

Motivation

When are you looking to move?

How long have you been looking?

What are your reasons for moving?

What are your real estate goals for this property?

If we find the right property, are you prepared and able to make a decision now?

Word on the Street

How did you hear about us?

Please let us know some details of how you found us

Home Search Information

What type of property are you interested in?

What property condition are you looking for?

Please elaborate on your preferred property condition

Number of bedrooms

Number of bathrooms

List three features that are must-haves for your home

List any deal breakers--your home cannot have these

List any features/amenities that your neighborhood must have

What neighborhoods/areas/cities are you interested in?

How do you celebrate successes?

Is there anything else you'd like to share?

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