Buyer Needs Worksheet Form

Guide real estate agents through a structured conversation to understand a buyer's situation, budget, and requirements before starting the property search.

Use this template

In the Claude connectors directory

Buyer #1

First Name

Last Name

Phone Number

Buyer #2

First Name

Last Name

Phone Number

1. What is your current living situation?

2. What positive or negative impact does this have on you and/or your family?

3. Why not just continue living here?

1. What price or price range are you most comfortable with?

2. What is your absolute max budget for the most ideal home?

3. Which of the following best describes your financial plan for this purchase?

Cash purchase Conventional loan Pre-approved financing Selling my current home Other

4. What downpayment amount are you planning to make?

5. How much are you hoping your monthly payment will be?

6. Are you pre-qualified with a high-calibre local lender who knows our market?

Yes No

7. If not, may I make an introduction?

Yes No

1. If you are in a lease, on what date does it end?

2. When would you like to ideally move into your new home?

3. What will happen if you are not able to move into a home by this date?

4. If we find the right home in the next 30 days, does this create a problem?

5. Do you need to sell in order to buy?

1. Minimum number of beds?

2. Minimum number of baths?

3. Minimum and maximum square footage?

4. Minimum and maximum acreage?

5. What is the ideal location you would like to live in? Any specific counties, cities, zip codes or neighborhoods that we should focus our attention on?

6. Is commute time important for any go-to places such as work, church, shopping, recreation, etc.?

7. Any absolute must-haves or non-negotiable desires such as a yard, garage, being in a top school district, etc. that my team and I need to be aware of?

1. Who all is involved in making this decision?

2. Will anyone else need to give input or approval before you make an offer?

3. For significant purchases in the past, what has been your decision making process?

4. What do you expect your decision process to be when you find the right home?

1. How many homes have you bought or sold before?

2. If so, what hat was your experience like?

3. What did your realtor do or not do that you did or did not like?

5. Are there any additional expectations or questions you have for the realtor you decide to hire?

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