Understand Your Needs & Find the Perfect Match with Us

Middle Name

Full Name

Spouse/Partner's Phone (if applicable)

Phone

Spouse/Partner's Email (if applicable)

Mailing Address

What is your preferred method of communication?

*Please note that the real estate board recommends we do not conduct official business via text, only for casual conversations.

Do you currently rent or own?

If rent, when is your lease up or are you month-to-month?

If own, do you need to sell your property in order to buy?

If selling, what is the price range you hope to achieve for selling this property?

Would you like to schedule a free market evaluation of this property?

What is your timeframe for purchasing and why?

What type of property are you looking for?

Ex. condo, townhouse, single-family, multi-family, Other(Specify)

In what towns or areas?

Number of bedrooms needed

Number of bathrooms needed

Parking requirements

Ex: on-street, off-street, garage, n/a

Number of cars

Is rental parking an acceptable option?

Do you need to be near public transportation?

Is bus okay?

Within what distance from public transportation?

Do you have a preference for home size (square footage)?

Are you open to a fixer-upper or prefer move-in ready?

Any other considerations?

What things might you be willing to compromise on (if needed)?

What things are you NOT willing to compromise on at this time?

Have you seen any properties online recently in your price range that were of interest to you? If so, please put an address or two below.

Will you be buying with all cash or do you require a mortgage?

If cash, please note that proof of funds are required for purchase and showings. (ie: current bank statement or letter from bank). Will you be able to provide this?

If mortgage, have you been pre-approved? (Please note that a current pre-approval is required for purchase & showings.)

When?

mm/dd/yyyy

Lender?

Price range?

What amount or percentage do you intend to put for a down payment?

May I put a highly recommended local lender in touch with you (even if just for a back-up)?

Are there any other decision makers involved? (Ex: parents, children, etc)

Do you have pets?

What are their types and breeds?

Pet's name(s). We ask because they are part of your family, too!

Job title

Company

Location

Job title (spouse/partner)

Company (spouse/partner)

Location (spouse/partner)

My favorite restaurant is

My favorite hobby is

My favorite sports team(s) is

My favorite junk food/treat is

Where do you see yourself in five years?

Is there anything else you would like us to know?

Most properties have open houses on the weekend. If no open house is available, what are your preferred days & timeframes for private showings?

(Note, we preview properties during the day and require advanced notice for private showings).

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Home Buyer Questionnaire

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Home Buyer Questionnaire

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