Residential Buyer Consultation Form









    General Information

    Your Name (required):

    Your Email (required):

    Address:


    Main Phone (required):

    Office Phone:

    Fax:


    Buyer Questions

    1. What is your current living situation?

    HomeownerLeaseholderStudent HousingOut-of-StateOther (please specify)

    2. Who else, if applicable, will be living with you?

    Significant OtherRoommates(s) (please specify)Pet (please specify)ChildrenOther Relative(s) (please specify)

    3. How many years do you plan on this home being your primary residence?

    Not at allUp to 1 year1-2 years2-5 years5+ years

    4. When is your ideal move-in time frame?

    Not applicable1 month1-2 months2-3 months3+ monthsExact Date (please specify)

    5. Please best describe the stage of your real estate search?

    Yet to be educated about the current market and any homes in my price rangeHave been to some open houses in the past three months and/or have been scanning the real estate classifiedsHave been searching for at least two months (open houses, reading the real estate classifieds, taking to friends/family about desire to buy, etc.)Feel very comfortable with my current level of understanding of the market conditions

    6. Regarding the financing of your real estate purchase, please check all that apply:

    I have not yet begun the process of securing financingI have made initial contact with a lender and have an idea of what I qualify forI have chosen my lenderI have submitted all the required paperwork to the lenderI have a pre-qualification letter in-hand

    7. What is your architectural time period preference?

    1990's +1950's – 1980'sEarly to mid-20th centuryHistoricalIndifferent

    8. Have you ever worked with an agent before to purchase a home?

    NoYes, onceYes, multiple times

    9. If applicable, how was your previous experience working with an agent(s).

    PositiveGenerally PositiveNeutralNegative

    10. What type of property are you looking for?

    Detached HouseTownhouseCondo/Co-opHistoric PropertyLand PurchaseNew ConstructionOther (please specify)

    11. How much money do you want to invest in your real estate purchase?

    3.5%10%20%All cash purchaseOther (please specify)

    12. What is your desired monthly payment/payment range?

    Are the tax savings calculated in the above desired monthly payment? YesNo

    13. Primary reason for purchasing a property?

    To become a homeownerFor an InvestmentUpgradeSecond home / vacation propertyOther (please specify)

    14. Desired condition?

    Move-in condition, renovated with nice builder grade finishes (e.g., Home Depot, IKEA, etc.)Move-in condition, renovated with high-end designer finishes (above builder grade)Move-in condition, unrenovated (old décor, finishes, and appliances)Fixer-upper (primarily cosmetic)Fixer-upper (entire renovation, likely inhabitable)

    15. Best time(s) to view properties?

    EveningsWeekdaysWeekends (Saturday or Sunday)Saturdays onlySundays onlyOther (please specify)

    16. What is your preferred method of contact during the workday?

    Email (personal)Email (business)Phone (cell)Phone (office)Text MessageOther (please specify)


    Buyer Wish List

    Features:

    Importance:

    Quantity (if applicable):

    Number of Bedrooms:

    Number of Full Baths:

    Number of Half Baths:

    Minimum sq. ft

    Parking Space:

    Balcony:

    Patio:

    Deck:

    Yard:

    Garden:

    Fireplace:

    Hardwood Floors:

    Washer/Dryer:

    Gas Stove:

    Character / Old World Charm:

    Neighborhood(s) desired:

    Walk to Metro:

    Privacy:

    Carpeting:

    Modern Angles:

    Light & Bright:

    In Nature:

    Finished Basement:

    Basement:

    Attached Rental Unit:

    Views:

    Importance:

    Notes:

    City Lights:

    Nature:

    Neighborhood:

    Above Treetops:

    Other Specific Views:


    Other Criteria

    Please describe any other criteria or comments: