Ready To Buy Survey

I am thrilled to have the opportunity to talk with you and assist in buying your next home. Please fill out this survey so I can be educated on how to best serve you before I meet with you in person. Thank you.
Current mailing address?
Do you prefer communication via email, phone or text?
When is a good time for you us to meet with you?
Who referred you?
Are you currently working with another real estate agent?


What is your occupation?
Name of employer?
What are the top three things you look for in a real estate team?
Why do you want to move to a new home?
If you're currently renting, when is your lease up? (exact date please)
When would you like to move into your new home?
Have you previously owned a home or other real estate?
Do you currently own a home? If so, do you need to sell it first? And, is it on the market?
Do you understand that there is no cost to you to work with a Realtor and that we are paid by the seller of whatever home you choose to purchase?
On Fridays, would you like to receive Open House emails for properties you're interested in?
For showings, do you prefer to drive by the property first and then request and appointment?
What are the best days and times for you to look at properties?
How much time do you need at each property during showings?
Are you...? (pick one)
Do you have any kids or any plans to have kids soon? If you currently have kids, how many and their ages?
If you have kids or are planning to have kids, is school district a factor in your decision making process? If so, please let us know if there are particular schools you're interested in living by?
Will anyone else be living with you such as a spouse, significant other, kids, parents? If so, whom and will they be part of the decision making process?
My spouse/significant other/best friend would say I'm...(select whichever applies best)
I would consider my spouse/significant other/best friend (select whichever applies best, if applicable)
Do you and your spouse/significant other/best friend like a lot of info when making decisions or do you rely on your gut/intuition?
Do you and your spouse/significant other/best friend make decisions quickly or do you prefer to take time to think things through?
If you've purchased real estate before, were your experiences good or bad? Why?
What would upset you or make the home buying search process frustrating for you?


What is your intention with the property after you purchase it (for example live in it, rent it out, airbnb the property, live/work space, etc)?
If you plan to use it as a live/work space, what kind of business are you in so we can see if the zoning/HOA allows for a business to be operated out of a residential property?
How long do you anticipate owing the property?
If you are planning to live in the property, do you want to be able to rent it out when you're done living there?
Anything else we should know about your short or long term plans for the property?
# of bedrooms desired
# of FULL bathrooms
Are you looking for a single family home, townhouse, patio home, or multi dwelling building?
Do you have a minimum amount of square feet required?
Do you like open concept floor plans or do you like the kitchen, dining and living spaces to be separate rooms?
Do you prefer more modern construction or vintage properties?
Do you own a car? If so, how many?
Where would you prefer parking your car?
Is central AC a requirement?
Is outdoor space a requirement?
What size bed do you need to fit in the master bedroom?
Do you prefer bigger living spaces such as the dining room and living room or do you prefer bigger bedrooms?
Do you cook a lot? Is a nice kitchen important to you?
Do you entertain a lot? Do you need a big dining area?
Please list any must haves that are deal breakers?
Please list any items on your wish list which aren't deal breakers?
What type of condition do you want the property to be in?
If you're ok with a fixer upper what type of upgrades are you comfortable doing or hiring someone else to do (check all that apply)
Do you have any pets or plans to get pets?
Please describe your perfect home (floor plan, decor, yard, style, features, etc) and anything else that is important to you.
The three most important factors when buying a house are: location, size, and condition. Which is the most important to you and why?
Have you done any research on your own? What specifically (open houses, Realtor, Zillow, etc)?
If so, have any caught your eye? Please list the property address or MLS #.
When would you like to start looking at properties?


Are you pre-approved?
If YES - please list the mortgage broker's contact info (name, phone number, email).
If NO - would you like us to send you our recommended lenders?
What is your minimum price?
What is your maximum price?
Will you be making an all cash purchase?
If no, how much money do you have set aside for the down payment?
Is anyone giving you gift money to go towards your down payments or closing costs?
Do you have a financial planner?
Do you have an estate planning attorney?


Is there anything else I should know about you?