Home Buyer Consultation Questionnaire

Guides the first working session between an agent and someone starting their search. Budget, lender status, timing, preferred areas and the features a property must have are all captured together. Lifestyle and communication questions round it off so the agent knows exactly how to work with this client.

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Buyer's Name

Nombre

Apellido

Buyer's Email

Buyer's Phone Number

Current Address

Dirección

Ciudad

Estado / Provincia

Código postal

Birthday

If your best friend were to describe you, out of the following four choices, which one would he/she choose?

Decisive and direct Expressive and sociable Calm and supportive Analytical and detailed

And which of these four choices would you choose to describe yourself?

Decisive and direct Expressive and sociable Calm and supportive Analytical and detailed

What is your budget? (please use a range, i.e. $150-200 k)

Have you met with a lender?

Yes, I am pre-approved Yes, I am pre-qualified Not yet I am paying cash

If Pre-Approved or Pre-Qualified please provide the contact information for the lender

Do you need to sell your home prior to purchasing a new one?

Yes No Not sure yet

Are you Currently Renting?

Yes No

If yes, when is your lease up?

How many homes have you owned in the past?

How important is your home's location to work?

Very important Somewhat important Not important

If square footage is important? If so what is the least and the most square footage? example: 1500 - 2000

If we found a home that meets all of your needs and as many of your wants as possible, would anything prevent you from making an offer?

Yes No Maybe

If you answered yes, please elaborate on what would prevent you from making an offer.

Describe your lifestyle. What do you enjoy doing at home? (How often do you entertain? How do you spend your time in the evenings and on weekends?)

How important is your home's location to shopping?

Very important Somewhat important Not important

What is your ideal location?

How have you been searching for your new homes?

Based on your answer above, please elaborate. Example: If by zipcode, which zipcodes? If by city, which cities? If by radius, how far of a radius around what area?

Are schools important?

Yes, very Somewhat No

If yes, which schools?

What else is important about the location of your home?

What type of home are you looking for?

Is a garage important?

Yes, attached garage Yes, detached garage Carport No preference Not needed

Where in your home do you spend the most time?

The kitchen The living room The bedroom The home office The outdoor space

How many bathrooms do you prefer?

One Two Three Four or more

Master Bedroom Location?

On the main floor On the upper floor On the lower floor No preference

Kitchen features you consider non-negotiable

Is a formal dining room a must have?

Yes, it is essential Nice to have No

How big of a lot would you prefer?

Under a quarter acre A quarter to half an acre Half an acre to one acre One to five acres More than five acres

What is your preferred method of communication?

Phone call Text message Email Messaging app

What do you expect from our team during your purchase?

How does someone win with you?

How does someone lose with you?

Is there anything else that you feel we should know?

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