Home / Templates/ Real estate/ Home Buyer Preliminary Information Collection Form

Home Buyer Preliminary Information Collection Form

Captures everything an agent needs at first contact with a prospective buyer. Names, preferred contact times for both purchasers, current housing situation, mortgage status and the property features that matter are recorded together. Birthdays and hobbies give the agent a personal touch to follow up on.

Use this template

Already have an account? Log in

In the Claude connectors directory

Today's Date*

First & Last Name*

Name Prefix

Name preferred to be called

Best email address to contact you*

Best phone number to reach*

Additional contact numbers

(2nd Person) First & Last Name

Name preferred to be called (2nd person)

Name prefix (2nd person)

Best email address for the second person

Current Address

Street Address

City

State / Province

ZIP / Postal Code

Best phone number for the second person

Additional contact numbers (2nd person)

Best times of day to contact

How did you find out about me

Additional contact info, such as preferred method of contact. Any additional contact information that may be important.

What is your time frame to be in your new home and why?*

Do you currently own or rent a home?*

I own my home I rent Living with family Other arrangement

If you currently own do you plan to rent or sell the home?

Sell it Rent it out Undecided

If you currently own, is buying a new home contingent on the sell of your current home?

Yes No Not sure

Do you plan to buy in this area?*

What county?*

Have you been pre-approved for a mortgage loan?*

Yes In progress No

If yes, what is the pre-approval amount and what institution?

If you have not been pre-approved for a loan what is your estimated credit score? What source did you use?

What type of home are you looking for?*

Single-family house Townhouse Condominium Mobile home New construction Land Other

If other, include details.

Desired number of bedrooms*

One Two Three Four Five or more

Desired number of bathrooms*

One Two Three Four or more

Age of home*

New construction Under 5 years Between 5 and 15 years Between 15 and 30 years Over 30 years No preference

Desired zip codes or neighborhoods?

Must haves (garage, school district, etc.)

Wish list: things you would like but can go without

Additional info. Anything that you feel is important to add.

Buyer Birthday

Name

First Name

Last Name

(2nd person) Buyer Birthday

Name

First Name

Last Name

Occupation

Hobbies, activities, things like to do

No image

Related templates

Defect Inspection Report Form Real estate Dementia Referral Form Healthcare Dental Exam Form Healthcare Dental Health History Form Healthcare

Browse all intake templates →