Buying a home can be daunting.
Start below with our questionair.
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.
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?
Approximately how many square feet of living space do you require?
What is the absolute highest you would consider spending if you found the perfect house?
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?
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?
How long has your home been on the market?
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?
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
Will this be an all‐cash purchase? Yes / No
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:
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.