Buyer #1
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First Name
Last Name
Email
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Cell Phone
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(###)
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Buyer #2
If applicable
First Name
Last Name
Email
Cell Phone
(###)
###
####
What is your preferred method of communication?
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Email
Text
Call
What is your current address?
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Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
What is your occupation? Where do you work?
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(Ex. Tyler is a doctor as Mass General in Boston; Sam works from home in sales for a pharmaceutical company with accounts on the northshore and NH.)
When are you available to search for homes?
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Weekends only
Weeknights only
Daytime only
Late afternoon/evenings only
Weekends/Weekdays
Anytime!
What is your ideal timeline?
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ASAP
In the next 1-3 months
Next 2-3 months
In the next year
No rush
Do you want to find your home of choice or are you looking for a great deal?
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Will you be purchasing with cash or a mortgage?
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Cash
Mortgage
If purchasing with cash, do you have verification of funds?
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Yes
No
N/A (purchasing with mortgage)
Contact information for your financial institution:
If purchasing with a mortgage, have you been pre-approved?
Yes
No
Contact information for your lender:
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If purchasing with cash, please write "N/A".
Would you like a referral for a top local lender?
Yes
No
What is your price range?
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What type of purchase will this property be?
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Primary residence
Investment property
How long have you lived in Massachusetts? Where did you grow up?
Describe your current living situation:
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Space, size, lifestyle, etc.
Describe the advantages AND disadvantages of your current living situation:
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Are you a first time home buyer?
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Yes
No
Why are you moving at this time?
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What are your towns of interest?
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How did you determine these towns?
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Do you follow the local real estate market?
Yes
No
What are your impressions of the local market?
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Do use any real estate search websites?
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What type and style home are you looking for?
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For example, condominium (2-3 family, complex, etc.), single family or multi-family.
Condominium
Single-Family Home
Multi-Family
If Single-Family Home, what style(s)?
For example, colonial, ranch, modern, cape.
If Condominium or Multi-Family, how many units?
If Condominium, what style?
2-3 Family
Mid-Rise
High-Rise
How many bedrooms are you looking for?
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1
2
3
4+
Number of bathrooms needed?
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1
2
3
4+
What features are important to you in your search?
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For example, fireplace, yard, open floor plan...
What is your MUST HAVE list?
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AKA the 'deal breakers'
What is on your NICE TO HAVE list?
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Would be a 'bonus'
Describe some of your favorite lifestyle activities?
For example, we like to hang in our yard with our dog/friends/grandkids; walk to town to shop/have drinks/coffee; being able to walk to school; neighborhood walks; commuting to work; frequent weekend travel; run trails with the dog; sit in the yard with peace and quiet; gardening and yard work; host weekend guests/family.
What are you most excited for about your new home?
What are your biggest home buying fears and concerns?
We ALL have them!
Have you worked with a Real Estate Agent before?
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Yes
No
Please describe your experience:
What are your needs/expectations for your Real Estate Agent?
Any other questions, comments or things I should know?