| To help you achieve your goals in buying a home, I need to ask you some questions that will help me to understand how I can serve you best. Please feel free to leave blank any questions that do not apply to your home search or prefer not to answer. |
| *Note - Holding down the ctrl(Control) key while making your selections will allow you to select multiple responses. |
| First Name:* |
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| Last Name:* |
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| Spouse's Name |
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| Address: |
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| City: |
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| State |
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| Zip |
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| Your Cell Number |
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| Spouse's Cell |
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| E-Mail |
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| Spouse's E-Mail |
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| How would you like to be contacted? |
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| Your Occupation |
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| Your Spouse's Occupation |
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| What is the primary reason you are interested in finding a new home? |
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| If you have children, how many? |
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| Child 1 Name and Age |
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| Child 2 Name and Age |
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| Child 3 Name and Age |
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| Child 4 Name and Age |
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| Do you have any special school requirements? |
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| If you need outdoor area for animals, what size/type space will they need? |
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| What kind of home do you want? |
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| What style of home do you want to buy? |
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| How many bedrooms would you like your home to have? |
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| Number of Stories? |
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| What are your garage requirements |
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| Do you need R/V parking/boat storage? |
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| # of Cars, Workshop Area, Golf Cart? |
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| Approximately how many square feet are you looking for? |
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| Size of Lot? |
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| What is the basic price range you would like to stay within? |
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| What is the absolute highest you would consider spending? |
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| Is there a minimum price you must pay to avoid capital gains taxes on your last home? |
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| What is that minimum price you must pay? |
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| Are there any areas you have in mind that you would like to look at? |
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| What attracted you to this/these area(s)? |
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| Are there special features that are important to you? (e.g., waterfront, large lot, garage size, built-in vacuum, |
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| Describe your ideal home. |
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| What do you see yourself doing in your new home? (Entertaining, relaxing, raising a family, etc.) |
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| What will be the key factors in your purchasing decision? (Price, terms, locations, etc.) |
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| What time frame do you have in mind for moving? |
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| What will you do if you do not find a home in that time frame? |
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| Do you need to sell another home before moving? |
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| If yes, is that home currently listed for sale? |
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| Asking price? |
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| How many months has it been on the market? |
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| Who is it listed with? (Company & agent names) |
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| If not currently listed, would you like me to show you how I can help you sell your home? |
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| If your home is not local, may I refer you to one of my contacts in that area? |
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| My goal is to help make buying your home a positive experience. To do that we need open communication |
| Is there anything that you would like to tell me that you feel might be helpful in our working together? |
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| When is the best time(s) for me to call you? |
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| When is the best time(s) for you to look at property? |
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| How much money will you be providing for closing costs/down payment? |
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| Have you spoken to a Mortgage Professional/Lender about financing you home purchase? |
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| If yes, have they provided a Pre-qualified/Pre-approval letter to aid in your home shopping? |
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| Do you understand: |
| How financing a home works? |
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| Closing costs? |
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| Loan origination fees? |
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| Title insurance? |
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| Would you like me to send you some information about any of these items. |
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| Please list what you would like information on |
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| What forms of financing are you considering in purchasing a home? |
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| Do you have financing available through work, family or other means? If yes, please explain |
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| Would you like me to recommend a Mortgage Professional/Lender who could prequalify you and go over with you exactly what is needed to get the best rates and terms to prequalify for a loan? |
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| When would be a good time for a loan representative to call you? |
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| Do you have any questions? Is there anything else I can do to help? |
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