Buyer Intake Form "*" indicates required fields 1Start Here2Mailing Address3Lifestyle4Finances5Property Details6Priorities Buyer #1Name* First Last Phone*Email* BirthdayIf you like presents, leave your birthday here: MM slash DD slash YYYY Occupation and CompanyOne 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 #2Name First Last PhoneEmail BirthdayIf you like presents, leave your birthday here: MM slash DD slash YYYY Occupation and CompanyOne 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! Are there any other indirect decision makers involved in your purchase?If there is anyone whose opinion value during this process, include them here. Address* Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code How did you find us?*Let us know who we have to thank for sending you our way! Is this your first home purchase?YesNoWhat is your current living situation?Renting with a leaseOwning and needing to sell firstLiving with familyThis is a secondary/investment propertyWhat made you decide that this was the time to buy? Ideally, when would you like to be getting the keys to your new home?* MM slash DD slash YYYY 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?*CashConventionalFHAVAOtherUnknownHow 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?YesNoPlease upload your prequalification letterAccepted file types: pdf, Max. file size: 1 MB. How many bedrooms do you need?*1+2+3+4+5+How many bathrooms do you need?*1+2+3+4+5+How important is a garage*Must haveNice to haveNo preferenceDo you have a preference for how many stories the property is?*I hate stairs! I only want one story.I like the separation! I'm good with 2+ storiesHonestly, I don't have a preferenceWhat type of property are you interested in?*Single FamilyTownhouseCondoMultifamilyHow comfortable are you doing work on the property?Bring it on!I'll do cosmetic work (paint/replacing carpet)I'm looking for something turnkeyAre any of these features important to you?At least one bedroom has to be on the first floorPrivate PoolCommunity PoolFenced In BackyardScreened In AreaGrassy AreaGated CommunityNon-Gated CommunityWaterfrontOcean Access By BoatDo you have any preference for the view? Are there any specific neighborhoods, cities or schools that you’re focused on?*How do you feel about associations?Absolutely not!If it's reasonable, I'm not opposed.I have no preference.Are you open to 55+ communities?YesNo 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 the things that would be pleasant surprises but aren’t mandatory?What are your absolute dealbreakers?*You don’t need to reiterate the must haves.Is there anything else that you’d like us to know about your new property?We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting?*After you hit submit, you’ll be redirected to the workshop. YesNoIf 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?* YesNoPhoneThis field is for validation purposes and should be left unchanged. Δ
