Buyer Intake Form

Middle Name

A LITTLE ABOUT YOU

Full Name

Phone

Preferred Method of Contact

Will anyone be purchasing the home with you?

If yes, please share their name, email, and phone number

YOUR TIMING & PURCHASE PLANS

What best describes your current housing situation?

If you own a home, where is it located?

If your home is in another city, would you like a referral to a trusted agent there?

If you own, will you need to close on your current home before purchasing a new one?

If you are renting, when does your current lease end?

How flexible is your lease?

When would you ideally like to move?

YOUR PURCHASING APPROACH

How are you planning to purchase your next home?

Do you already have a lender?

If needed, would you like a recommendation for a trusted local lender?

What is your typical availability to tour homes in person?

YOUR IDEAL HOME & LIFESTYLE

Preferred areas or neighborhoods

Ideal price range

Type of home you're looking for

Bedrooms needed

Bathrooms needed

Approximate square footage

Lot size preference

Must-have features

Nice-to-have feature

What would make a home feel like "the one" for you?

A FEW FINAL DETAILS

If the right home became available tomorrow, would you feel ready to move forward?

Have you already started touring homes?

What are you looking for in an agent?

How did you hear about me?

Anything else you'd like me to know about your search or your move?

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