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Buyer Questionnaire Form

First Name:

Last Name:

Home Phone :

Work Phone:

E-Mail:

First Name:

Work Phone:

E-Mail:

Home Address:

City:

State:

Zip:

Agent you are working with?

To help you achieve your goals in relation to buying a home I need to ask you some questions that will help me to understand how I can serve you best. Tell me, what is the primary reason you are interested in finding a new home?

How many children do you have?

Name 1:

Birthday:

Name 2:

Birthday:

Name 3:

Birthday:

Name 4:

Birthday:

Name 5:

Birthday:

Do you have any special school requirements?

Do you have any pets?

Yes No

Type of pet:

Pets Name:

Approximately how many square feet are you looking in a home:

Numbers of bedrooms:

Number of bathrooms:

What is the price range you would like to stay within?

Yard size:

What is the minimum price you must pay to avoid capital gains taxes on your last home?

What is the absolute highest you would consider spending if you found the perfect house?

Please rate the importance of each feature that you would like in a home.

1 being not important - 5 being very important:

Fireplace:

Closed Space:

Entertainment:

Den:

Family Room:

Modern Kitchen:

Carpet Color:

Pool/Spa:

Open Feeling:

Large Yard:

Family Neighborhood

Low Maint. Yard:

Single Story:

Privacy:

Double Story:

BBQ Area:

Dinning Room:

View:

Close To Schools:

Close To Shooping?

Close To Work:

Location:

Is there a special feature I have not mentioned that is important to you?

What I would like you to do now is describe what you would consider an ideal home for you. Tell me about the floor plan, decor, yard, etc.

Tell me about your lifestyle. What do you see yourself doing in your new home? (entertaining, relaxing, raising a family, etc.)

Are there any areas you have in mind that you would like to look at?

What attracted you to this area?

What do you feel will be the key factors in your purchasing decision? (price, terms, location,etc.)

What time frame do you have in mind for moving?

What will you do if you do not find a home in that time frame?

Do you need to sell another home before you move?

Yes No

Is that home currently listed for sale?

Yes No

If yes, how much is it listed for?

Agent that you listed with?

Phone:

How long has it been on the market?

My goal is to help make buying your home a positive experience. To do that, we need open communication between us. That way the little problems that naturally come up in buying a home can be handled easily and without stress. Is there anything that you would like to tell me that you feel might be helpful in our working together?

Do you have a person whom you would prefer me to use as the main contact?

Yes No Either

If yes to above, who is the preferred contact?

When is the best time to call you?

Sun: Yes No

Time:

Mon: Yes No

Time:

Tues: Yes No

Time:

Wed: Yes No

Time:

Thurs: Yes No

Time:

Fri: Yes No

Time:

Sat: Yes No

Time:

When is the best time for you to look at properties?

Do you understand how the real estate MLS service works? Yes No - Do you understand how an agent who finds you a home gets paid? Yes No - After I have shown you a number of homes that are close, but not quite the one you are looking for, and you walk into an Open House being held by another agent and say this is the home, what would you do? A - Ask the agent at the open house to write up the officer. Or B - Call and ask me to write up an officer o the home. Are you willing to commit to working with only me to help you find ahome? Are you willing to commit to working only with me to help you find a home? Yes No

Comments:

Financial Information

In order to help you obtain the best interest rates & terms, I need to gather some basic financial information. This will allow me to explore all options and expedite your loan once we have located the right home for you. Providing this information is at your discretion. It will be held in total confidence and will only be used to help secure the most favorable financing terms possible on your behalf.

Employee Information

Your Occupation:

Gross Monthly Income:

Who is your current employer:

Years:

Business Address:

Spouse's Occupation:

Gross Monthly Income:

Spouse's current employer:

Years:

Business Address:

Do you have other sources of income?

Yes No

Explain:

How many years have you been married?

Anniversary Date:

How much money do you have available for a down payment?

Where is the money coming from?

Do you understand how financing a home works?

Yes No

Closing costs?

Yes No

Loan origination fees?

Yes No

Title insurance?

Yes No

Would you like me to send you some information about any of these items?

Yes No

Please list what you would like information on.

What forms of financing are you considering in purchasing a home?

Fixed Rate Yes No

Variable Rate Yes No

F.H.A. Yes No

V.A. Yes No

Do you have financing available through work, family or other means?

Yes No

Please explain:

Would you like me to recommend a mortgage representative that could prequalify you and go over with you exactly what is needed to get the best rates and terms to prequalify for a loan?

Yes No

When would be a good time for a loan representative to call you?

What bill do you have over $150.00 per month?

Car:

Insurance:

Car:

Boat:

Credit Card:

Investments:

Credit Card:

Child Support:

Credit Card:

Alimony:

Credit Card:

Other:

Do you have any other major financial obligations that could have a bearing on the purchase of a home?