Seller intake

Seller needs assessment

Before we talk about price, I want to understand your goals, your timeline, and your property. Take a few minutes here, skip anything you're not sure about, and our first conversation starts miles ahead. I read every submission personally.

About you

First name

Last name

Phone

Preferred way to reach you

Property address

Who are the decision makers in this sale? (co-owners, family)

Are you currently working with an agent?

Are you interviewing other agents for this job?

Have you considered selling it yourself (FSBO)?

Your situation

What are your reasons for selling?

When do you want to move?

How long have you owned the home?

If we found a buyer today, would you be ready to sell?

What are your plans after you sell? What will you do if the property doesn't sell?

What price range are you expecting?

Roughly how much do you owe on the property? (optional)

Any special assessments or encumbrances?

The property

Bedrooms

Bathrooms

Approximate square footage

How would you describe the property's condition? What originally sold you on this home? What upgrades have you made? (with or without permits is useful to know) What do you like most about the neighborhood?

Last things

How did you hear about me?

Anything else you'd like me to know?