CONTACT INFORMATION:
Please provide some basic contact information so I know how and when to reach you!
Name:
Email:
Phone:
What is the best time of day to contact you?
Current Address:
Birthday:
Please tell me your children's names and ages (if applicable) -- and pets, too!
How did you hear about me?
OTHER PARTIES INVOLVED IN YOUR DECISION:
Please tell me a bit more about your spouse, family, or anyone else who may be a decision-maker in your upcoming real estate transaction.
Spouse/Partner Name (if applicable):
Email (if applicable and you wish for them to be included):
Spouse/Partner Phone (if applicable and you wish for them to be included):
Spouse/Partner Birthday:
Who should I use as my main contact?
YOUR NEW HOME:
Please choose your wants and needs from the features listed below.
Number of Bedrooms
Number of Bathrooms
Square Feet:
Lot Size (in acres):
What matters most in your next home? (Choose up to 3)
Location
Price
Space/layout
Outdoor space
Schools
Commute
Move-in ready
Character/charm
Describe your ideal home (Floor plan, decor, yard, style, features) and anything else important to you.
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?
YOUR HOME BUYING MOTIVATION:
Tell me a bit more about your timeline and motivation to buy.
What makes you want to buy a home right now?
What is your time frame for moving?
What will you do if you do not find a home within that time frame?
Have you done any research on your own? What specifically? (Open Houses, online browsing, etc.)
Have any specific homes caught your eye? If so, please list the properties (address or MLS#)
DOLLARS AND CENTS:
Money is a big deal, especially when it comes to buying a home. After all, for most people, this is the single biggest asset they own, and the biggest debt they ever incur. My goal is to help you get the answers you need to find the best house and to help the house fit in with the rest of your short and long range financial goals.
What is the minimum price of homes you've been seeing that meet your needs?
What is the absolute most you would consider spending if you found the perfect house?
How much do you have set aside for down payment and closing costs?
What is a comfortable mortgage payment?
If yes, what is the price you are qualified for?
If already approved, please list the mortgage representative's name.
Do you have any additional financial questions or concerns?
YOUR REAL ESTATE AGENT:
Everyone knows someone that has been through this process before. No doubt, every transaction is completely unique. But knowing what you've experienced personally or from what you've heard from friends, what are your biggest fears and concerns? What can you tell me that would help me make this as stress-free as possible for you?
What are your biggest fears or concerns regarding the home buying process?
Is there anything else you would like me to know?
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