Buyer Intake Form Client Info Name * First Name Last Name Email * Phone * (###) ### #### Preferred Method of Communication * Phone Call Text Email Date of Consultation * MM DD YYYY Agent Handling Consultation * Goals & Motivation What made you register for the Home Stretch seminar? What’s motivating you to buy right now? * First Home Relocation Investment Upsizing Downsizing Other Ideal move-in date or timeline * 1-3 months 3-6 months 6-12 months More than a year Current Situation Current Living Situation * Renting Own a Home – need to sell Living with family Other Lease End Date (if renting) MM DD YYYY Is anyone else involved in the buying decision? * enter name(s) and role(s) Financial Readiness Have you been pre-approved by a lender? * Yes No I'm not sure If yes, what price range are you approved for? $ If yes, who is your lender? If no, would you like to be connected with Brandy for pre-approval? Desired monthly payment range * $ Planned down payment amount * $ Property Preferences Preferred neighborhoods or areas * Ideal commute or proximity needs (work, school, family, etc.) Must-have features (beds, baths, yard, office, garage, etc.) * Nice-to-have features (but not dealbreakers) Process and Experience Have you toured any homes yet? * Yes No Have you written any offers before? * Yes No How familiar are you with the buying process? * Not Familiar Somewhat Familiar Very Familiar Urgency and Decision-Making If you found the perfect home tomorrow, are you ready to make an offer? * Yes No How quickly would you want to close once under contract? * 30 days 45 days 60 days Flexible Are there any factors that could delay your purchase? Next Steps & Action Items Are you ready to schedule property tours? * Yes No Would you like to be connected with our in-house lender for preapproval? * Yes No Preferred method of contact for updates and scheduling * Text Call Email Additional notes from the consultation Thank you!
