Buyer Questionnaire

Name *

Best email *

Best phone number *

Current address

Profession

Work address

Commutes shape the search — this lets us check drive times.

Buyer 2 — name

Buyer 2 — best email

Buyer 2 — best phone number

Buyer 2 — profession

Buyer 2 — work address

Kid name(s) and age(s)

Pet(s) and breed(s)

Are you planning to pay cash or get a loan?

How will this home be used?

What best describes your situation?

What is your ideal price range? What would be the max price?

If financing — max you would want to pay per month?

Loan, taxes, insurance, and condo fee if applicable.

If financing — savings available for the investment?

Down payment and closing costs.

Have you been pre-approved with a lender? For what amount, and when?

Lender name and contact info (phone/email)

Interested in an introduction to our preferred lender?

What type of property are you interested in?

How many bedrooms would be ideal, and what would they be used for?

How many bathrooms do you need — and how many would you like?

Turnkey, or open to projects?

How important is outdoor space — and if a must-have, what’s the desired use?

What is your desired parking situation?

Styles you like, styles you hate — the desired “feel” of the home.

If primary occupancy — how do you use your current home?

Entertaining, house guests, nanny share, multi-generational living, short-term rental…

Condo — desired association size

Condo — styles that could work

Condo — needed amenities

Multi-family — desired size

Multi-family — do you have experience as a landlord?

Multi-family — what is the goal for this purchase?

Features you would like in your new home

Your 3 “must haves”

Can be from the list above or anything else.

Your 3 “absolutely nots”

Cities/towns you want to focus on

Specific neighborhoods, if any

Do you want or need a certain school district?

What matters in picking the town/neighborhood?

Distance to work, public transportation, shopping, outdoor recreation, playgrounds…

What best describes the goal location?

Why are you looking to purchase now?

In a perfect world, when would your ideal closing date be?

Any time constraints or commitments to consider?

Lease ending, pregnancy, wedding, 1031 deadline…

Any potential issues that may affect your ability to purchase?

Divorce, retirement funds, probate, annuity, settlement, lawsuit…

How long do you expect to own this property?

Concerns or questions you want to make sure we touch on?

What do you see as the most important reasons to work with an agent for this purchase?