Buying a home can be daunting.
Start below with our questionair.
BUYER QUESTIONNAIRE
In an effort to ensure we will be able to serve you in the best way possible,
please complete this questionnaire and email it back to me prior to our initial meeting.
Name/s:
Phone/s:
Email/s:
Home Address:
To help you achieve your goals in relation to buying a home we need to ask you some questions that will help us understand how we can serve you best.
What are the reasons you are interested in finding a new home?
Do you have any special school requirements?
Do you have any pets? Yes, No Type of pets?
What are your hobbies? Children’s activities?
HOUSE REQUIREMENTS
Approximately how many square feet of living space do you require?
Number of bedrooms?
Number of bathrooms?
Yard Size?
What is the price range you would like to stay within?
What is the absolute highest you would consider spending if you found the perfect house?
Describe the things you liked most about your previous home(s).
Is there a special feature that has not been mentioned that is important to you?
Please describe what you would consider an ideal home for you; i.e. floor plan, decor, yard, style, features and anything else that is important to you.
About your lifestyle—what do you see yourself doing in your new home? (Entertaining, relaxing, raising a family)
Are there any areas you have in mind that appeal to you?
What attracted you to these areas?
What do you feel will be the key factors in your purchasing decision? (Price, terms, locations, etc.)
To what extent have you already done research for your home purchase? (Open houses, online browsing, etc.)
Have you seen any homes that appeal to you? If so, please list the properties.
What time frame do you have in mind for moving?
What will you do if you do not find a home in that time frame?
Have you previously owned a home or real estate? Yes / No
Do you need to sell another home before buying? Yes / No
Is that home currently listed for sale? Yes / No If yes, how much is it listed for?
Listed with – Agent/Company
Phone:
How long has your home been on the market?
Any Offers? Yes/ No
COMMUNICATION
Our goal is to help make buying your home an incredibly positive, stress‐free experience. Open communication is very important to ensure a smooth process. Is there anything that you would like to tell me that you feel might be helpful in our working together?
Do you have a person who you would prefer me to use as the main contact? Yes / No / Either
If yes, who is the preferred contact?
When is the best time(s) for me to call you?
Preferred number
Preferred Days
Preferred Times
I will also be contacting you via email, so you will be up to date on the process. Once you are in contract on the home of your choice, you will be able to follow the paperwork process online, at your convenience.
When is the best time for you to look at property?
Do you understand how the real estate MLS service works? Yes / No
Do you understand how the agent who helps you buy your home gets paid? Yes / No
EMPLOYMENT INFORMATION
Your Occupation:
Who is your current employer?
Years
Address
Spouse/Other’s Occupation:
Spouse/Other’s current employer?
Years
Business
Address
FINANCING
Will this be an all‐cash purchase? Yes / No
How much money would you like to use for this purchase as a down payment?
Do you understand how financing a home works? Yes / No / Somewhat
Closing costs? Yes / No / Somewhat
Loan Origination fees? Yes / No / Somewhat
Title Insurance? Yes / No / Somewhat
Would you like information sent to you about any of these items? Yes / No
Items you would like information on:
Have talked with a lender? Yes / No
Have you been preapproved for a loan? Yes / No
What is the maximum purchase price you are qualified for? (even if you plan on spending less)
What forms of financing are you considering? (Circle one) Fixed Rate / FHA / Cash / VA / Other
Would you like us to recommend a mortgage representative who will pre‐qualify you and go over with you exactly what is needed to get the best rates and terms to pre‐qualify for a loan? Yes / No
I am already preapproved with:
phone:
email:
When would be a good time for one of our lender partners to call you?
Thank you for sharing your thoughts with me. The more you tell me, the better change we have of finding more of what you want. I am looking forward to helping you get what you want.