Buyer’s Worksheet

Thank you for your interest in working with us! Please complete this form so we can learn a little bit about you and your real estate goals. A copy of your entries will be sent to the email you enter upon completion. If you have any questions, email or call anytime.

How many buyers will be involved in this transaction?

Buyer #1 Information


Preferred Contact Method

Do you have any children or dependents?

Further Buyer Information

How Did you hear about us? Check all that apply:
Past Client ReferralOpen HousePrint AdDirect MailBlogWebsiteOnline SearchSocial MediaOther

Please give us some details about how you found us, like the source of your referral or the mailer you received. Thank you!

What qualities in a Real Estate Consultant are important to you?

Are you working with another agent?
NoYes

Do you currently own or rent your home?
ownrent

Must you sell before buying?
yesno

Are you currently pre-approved for loan financing?
yesno

If we find you the right property, are you prepared to make a decision now?
yesno

Anticipated Price Range:

Down Payment/Savings:

Gross Monthly Income (Optional):

Monthly Long Term Debt Payment (Optional):

Monthly Mortgage/Rent Payment:

Will anyone else be helping you make this buying decision?

When do you ideally want to move?

What are your reasons for moving?

How long have you been looking?

What are your long term real estate goals? For example, some people are looking to purchase a home and live in it forever, while others are interested in a "starter home" which will help them to afford their "dream home" down the road.

Buyer Home Search Information

What type of home are you interested in? Check all that apply.
Single Family HomeLoftCondoTICMulti-UnitMove-In ConditionCosmetic Upgrades OKOther

Other:

Three features you must have in your new home:

Bedrooms

Bathrooms

Which of the following do you want in a home? Check all that apply.

Other:

Neighborhoods/Areas of Interest

Additional comments or things we should know