Residential Seller Consultation Form









    General Information

    Your Name (required):

    Your Email (required):

    Address:


    Main Phone (required):

    Office Phone:

    Fax:


    Seller Questions

    1. What is the current state of your property?

    Occupied as primary residenceVacantLeased and occupied by tenants

    2. When did you purchase this property?

    Within the last 5 yearsPrior 5-10 yearsPrior 10-15 years15 years+

    3. What is your primary reason for selling/considering selling?

    Moving out of state (job-related or otherwise)Moving locally (changing neighborhoods, different space requirements, etc.)Financially-motivated (to reduce overhead or to profit from an investment)Other (please specify)

    4. Have you ever worked with an agent before to sell a home?

    Yes, multiple timesYes, onceNo

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

    PositiveGenerally PositiveNeutralNegative

    6. How soon would you like to list your property?

    Immediately (0-2 weeks)1 month2 monthsWithin the yearOther (please specify)

    7. What is your ideal closing time frame?

    1-2 months (as soon as possible)3 monthsQuick settlement with a seller rent-back period to find new propertyFlexibleOther (please specify)

    8. What was the purchase price for this property?

    9. Approximately how much debt is currently on this property?

    10. How much do you estimate your property is currently worth?

    Less than or equal to the original purchase priceSlightly more than original purchase price but enough to cover most closing costs5-10% greater than your purchase price10-15% greater than your purchase price15%+Other/Estimated Value:

    11. Are there any additional contingencies related to the sale of your property (check all that apply)?

    I prefer to sell this property before I purchase a new propertyI need to sell this property before I purchase a new propertyI prefer a Seller Rent-Back (e.g., up to 2-3 mo) in order to find another propertyThere are some major repairs that need to occur before I put my home on the marketThe sale would be subject to third party approval (e.g., Estate Sale, Short Sale, etc.)Other (please specify)

    12. Recent renovations/capital improvements (check all that apply):

    Kitchen (entire)Kitchen (partial)Master BathroomOther BathroomsHalf BathCentral AirCentral HeatRoofPlumbingElectrical
    Other/Further Explanations:
    Approximate total value of renovations/improvements:

    13. In your opinion, what are the less desirable features to downplay when marketing your home?

    Outdated kitchen/bathrooms/etc.Outdated systems (HVAC, electrical, plumbing)Curb appealLocationSquare footageOther (please specify)

    14. In your opinion, what are the most desirable features to highlight when marketing your home?

    Renovated KitchenRenovated Bath(s)Updated systems (HVAC, electrical, plumbing)Curb appealLocationWalking distance to metroGarage/driveway parkingHistorical characterWalking distance to Metro or other amenitiesOther (please specify)

    15. Any additional unique features about your home?

    16. Would you consider investing in staging your home to increase its marketability?

    YesNo

    17. Would you like for us to do a complimentary Portfolio Analysis of any additional properties?
    Examples include looking for areas to increase efficiencies (e.g., lowering interest rates), Highest-and-Best Use Analysis of your investment funds (e.g., renovations/capital improvements), or a Valuation Analysis to determine current market value.

    YesNon/a

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

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