Buyer intake

Buyer needs assessment

The more I understand about what you're looking for, the sharper my guidance gets. Take a few minutes here, skip anything you're not sure about, and I'll come prepared to our first conversation. I read every submission personally.

About you

First name

Last name

Phone

Preferred way to reach you

Is anyone else part of this purchase? (names and relation)

Who will be living in the home? (children, pets, anyone with accessibility needs)

Are you currently working with an agent?

Your situation

Do you own or rent your current home?

Are you pre-approved for financing?

What's your price range?

Roughly how much do you have for a down payment?

When are you looking to move?

How long have you been looking?

What are your reasons for moving? What does this property need to do for you? (your goals for it)

If we find the right property, are you prepared to decide?

The property

What type of property interests you?

What condition are you open to?

Bedrooms

Bathrooms

Three features your home must have Deal breakers: your home cannot have these What must your neighborhood have? (parks, food, transit, schools...) Which neighborhoods or cities are you drawn to?

Last things

How did you hear about me?

Anything else you'd like me to know?