Your Name (required):
Your Email (required):
Address:
Main Phone (required):
Office Phone:
Fax:
1. What is your current living situation?
Homeowner Leaseholder Student Housing Out-of-State Other (please specify)
2. Who else, if applicable, will be living with you?
Significant Other Roommates(s) (please specify) Pet (please specify) Children Other Relative(s) (please specify)
3. How many years do you plan on this home being your primary residence?
Not at all Up to 1 year 1-2 years 2-5 years 5+ years
4. When is your ideal move-in time frame?
Not applicable 1 month 1-2 months 2-3 months 3+ months Exact 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 range Have been to some open houses in the past three months and/or have been scanning the real estate classifieds Have 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 financing I have made initial contact with a lender and have an idea of what I qualify for I have chosen my lender I have submitted all the required paperwork to the lender I have a pre-qualification letter in-hand
7. What is your architectural time period preference?
1990's + 1950's – 1980's Early to mid-20th century Historical Indifferent
8. Have you ever worked with an agent before to purchase a home?
No Yes, once Yes, multiple times
9. If applicable, how was your previous experience working with an agent(s).
Positive Generally Positive Neutral Negative
10. What type of property are you looking for?
Detached House Townhouse Condo/Co-op Historic Property Land Purchase New Construction Other (please specify)
11. How much money do you want to invest in your real estate purchase?
3.5% 10% 20% All cash purchase Other (please specify)
12. What is your desired monthly payment/payment range?
Are the tax savings calculated in the above desired monthly payment? Yes No
13. Primary reason for purchasing a property?
To become a homeowner For an Investment Upgrade Second home / vacation property Other (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?
Evenings Weekdays Weekends (Saturday or Sunday) Saturdays only Sundays only Other (please specify)
16. What is your preferred method of contact during the workday?
Email (personal) Email (business) Phone (cell) Phone (office) Text Message Other (please specify)
Please describe any other criteria or comments:
