Buyer Intake Form

We are good to go! Just to make our time as effective as possible, please complete this form.

Buyer #1

First Name

Last Name

Phone

Birthday

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Buyer #2

First Name

Last Name

Phone

Birthday

Occupation and Company

One of the biggest benefits to working with us is our network — I always like to know what our clients do so that I can make connections with other clients who can help you reach your goals!

Address

City

State

Zip

How did you find us?

Is this your first home purchase?

What is your current living situation?

What made you decide that this was the time to buy?

Ideally, when would you like to be getting the keys to your new home?

Do you have any concerns about the home buying process that you’d like us to address?

What has your home shopping experience been so far?

Have you seen properties yet? Just shopped online? Stopped in a few open houses or new construction? Let us know!

Generally, when are you available to see properties?

Since this market is moving quickly, we like to know this up front.

What is your price point?

How are you looking to purchase?

How much would you like to put down?

Who are you getting your loan with?

Has your lender taken you through a mortgage estimate that shows your cash to close?

Please upload your prequalification letter

What are your absolute must haves?

What are the things that you don’t want me to waste your time showing if it’s missing?

What are your nice to haves?

What are your absolute dealbreakers?

Is there anything else that you’d like us to know about your new property?

If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?