BUYER QUESTIONNAIRE Name* First Last Name First Last Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Primary Phone*Secondary PhoneI accept text messages* Yes No Email* Email 2 Preferred method of contact* Email Phone Text Message Are you a first time home buyer? Yes No Are you purchasing an investment property? Yes No Do you have an LLC? Yes No Why are you moving? When would you like to be in your home? How long have you been looking for homes? (Realtor, internet search, etc.) Where do you work? Is the commute an important issue for you? Yes No Do you have children? Yes No If yes, what are their names and ages? Do you plan to put them in public school?Do you have any pets? At what stage are you in the home purchase process: Just looking; not pre-approved Just looking; working with a lender Waiting for my current home to close Looked at a couple of homes, ready to make an offer If yes, what is their name? What price range are you considering? Can you buy a home without selling your present home first? Yes No N/A What do you think your home will sell for? Do you know what the costs are that are associated with selling and purchasing a home?How much do you think your down payment will be? Are you pre-approved? Yes No All cash? Yes No FHA? Yes No Who is your lender? Are you currently renting or do you own your home? Do you have homeowners or renters insurance? Yes No If yes, who is your agent? Do you know about protecting your new home using a trust? Yes No If yes, and you already have a trust, when is the last time it was reviewed by an attorney? If no, how do you plan to protect your new home if something happens to you?How do you plan to hold title to your new home? Would you like to have a free consultation with an attorney to discuss the different ways to hold title? Yes No Do you know about mortgage protection (life insurance) options? Yes No Have you spoken to your tax professional about how a purchase will affect your income taxes? Yes No What neighborhoods are you considering?What is most important to you in a neighborhood?What is more important, the neighborhood, or the features and amenities of the house?Have you made a list of all the things that you would like in a new home, sorted by priority? If so, list your top three or four most important features:What are the two or three most important rooms in the house to you?Are there any things that you particularly can't stand in a house or a location?What do you like best and least about your current home?What architectural style or era of construction speaks to you most?What are your non-negotiable, minimum requirements in a new home?Minimum # of bedrooms and bathrooms: Preferred # of bedrooms and bathrooms: Desired Square Footage: Garage: Parking: Lot Size: Flat lot: Yard/Deck: Office: Formal Dining Room: Other rooms? How important is a view:12345678910How important is a quiet street:12345678910How important is a privacy:12345678910How important is being within walking distance of a local commercial district:12345678910How important are hardwood floors:12345678910How important is a fireplace:12345678910How important is a remodeled kitchen:12345678910How important are remodeled baths:12345678910Other preferred amenities:* Would you consider purchasing a condominium? Are you interested in or willing to remodel or renovate? If yes, to what extent/what is your budget? If you had to trade off on any of your wants, what would you be willing to compromise on or trade off?Would you look at properties outside your parameters that I think are particularly good? Have you seen any homes that you liked? What do you like about them? Are there any other wants or needs that we haven't discussed? Have you ever worked with a real estate agent before? If yes, how was that experience?What are you looking for in an agent?Do you understand the relationship between a real estate agent and you? Yes No Do you know how I get paid? Yes No How would you like to be notified when properties that fit your parameters come on the market? Would you like me to show you properties or would you prefer to go to Open Houses? How would you like me to communicate with you? Are you familiar with the most recent Real Estate Purchase Contract? Are you familiar with the reports and disclosures associated with real estate purchase in this area? Δ
