Buyer Intake FormTo make our time as effective as possible, please complete this form. "*" indicates required fields 1Start Here2Mailing Address3Lifestyle4Finances5Property Details6Priorities Buyer #1First Name* Last Name* Phone*Email* BirthdayIf you like presents, leave your birthday here: Occupation / WorkplaceOne of the biggest benefits of working with us is our network. We always like to know what our clients do so that we can make connections with other clients who can help you reach your goals! Buyer #2First Name Last Name PhoneEmail BirthdayIf you like presents, leave your birthday here: Occupation / WorkplaceOne of the biggest benefits of working with us is our network. We always like to know what our clients do so that we 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 you value during this process, include them here. Your Address Street Address Address Line 2 City State 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 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?RentingOwnLiving with FamilyThis would be an 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?* 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?*Please SelectMortgage - No preaprroval yetMortgage - Approved alreadyCashHow much $ would you like to put down? Do you know what your credit score is? Has your lender taken you through a mortgage estimate that shows your cash to close? Please upload your prequalification letterUploading this will make our time together way more efficient so we can see the details of your loan. Drop files here or Select files Accepted file types: jpg, jpeg, heic, png, pdf, doc, docx, pages, Max. file size: 64 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?No PreferenceMust HaveNice to HaveHow many stories?No preferenceI hate stairs. One story only.What type of property are you interested in?* Single Family Condominium Multifamily Other Are any of these features important to you? Bedroom on first floor Pool Fenced Backyard Waterfront Are there any specific neighborhoods, cities or schools that you’re focused on?*How do you feel about HOAs?No preferenceAbsolutely Not!Are you open to 55+ communities?NoYes 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?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?*YesNoNameThis field is for validation purposes and should be left unchanged.
