IN ORDER FOR US TO DO THE VERY BEST JOB FOR YOU, WE WILL BE ASKING MANY OF THE FOLLOWING QUESTIONS WHEN WE MEET. PLEASE TAKE A LOOK AT THE QUESTIONS BEFORE HAND SO THAT WE CAN WORK QUICKLY TO GET YOU OUT LOOKING AT HOMES OR GET A SOLD SIGN IN YOUR YARD

 

 

YOUR WISH LIST (BUYERS)

CONTACT INFORMATION

Name                     _______________________________________________________

Address  _______________________________________________________
Phone                     _______________________________________________________
Work Phone          _______________________________________________________
Email Address      ______________________________________________________

Do we have permission to contact you via email for feedback, updates etc?
(We will not give away or sell your email address.) No ◻️   Yes ◻️

 

Home Specifics

Square Footage                    _______________________________________________

# of Bedrooms                     _______________________________________________

# of Bathrooms                   _______________________________________________

Garage                                   No ◻️  Yes ◻️ __________   Fireplace   No ◻️  Yes ◻️

Lot Size/Acreage __________________             Pool          No ◻️  Yes ◻️

Fence                                     No ◻️  Yes, must have ◻️    nice, but not required ◻️

Brick                                      No ◻️  Yes, must have ◻️    nice, but not required ◻️

Age of Home                        ______________________________________________

Neighborhood/Area            ______________________________________________

School District                      ______________________________________________

Price Range                           ______________________________________________

 

LENDER INFORMATION

Have you begun the loan process? No ◻️  Yes ◻️

If no, may we have one of our preferred lenders contact you? No ◻️  Yes ◻️

When is the best time to contact you? _________________________________

If yes, with whom:


Name:____________________________ Number: ________________________

 

IMPORTANT INFORMATION FOR US TO HELP SELLERS

FINANCIAL & PAPERWORK

Below are some items that would be helpful to have ready and/or make available for us to copy. This will allow us the opportunity to provide these items when requested from potential buyers. Also listed below are some questions for additional information/details that will make the process of selling your home run more efficient. In addition to the information below,
we need a key for use in the lockbox.

 

UTILITIES & ADDITIONAL HOME SERVICES

Please use your past year’s utility bills to provide us with averages for the below services.


Electric                        $___________________/month         Provider _________________________
Gas                  $___________________/month         Provider _________________________

Water               $___________________/month         Provider _________________________

Internet            $___________________/month         Provider _________________________

 

Do you have a contract with a pest control company?    No ◻️ Yes ◻️ 

 

OTHER FINANCIALS

 

Property Tax    $___________________/month

HOA                No ◻️ Yes ◻️          $___________________/month

HOA Name                  ________________________________________

Contact #                     ________________________________________

HOA Services*            ________________________________________

                                    ________________________________________

                                    ________________________________________

 

PAPERWORK

Please let us know if you have access to the following and can provide it to us for use:

 

Property Survey                       No ◻️ Yes ◻️  This shows how the home sits on the lot.

Most Recent Appraisal             No ◻️ Yes ◻️  We can verify square footage with this report.

Title Policy                  No ◻️ Yes ◻️  So that we can provide to Real Estate Attorney

 

HOME INFO

 

HOME IMPROVEMENTS

Have you made any updates, changes or improvements to the property? No ◻️ Yes ◻️
__________________________________________________________
__________________________________________________________

__________________________________________________________
__________________________________________________________

 

Please list any special features of your home (i.e. pool, workshop, etc.)
__________________________________________________________
__________________________________________________________

__________________________________________________________
__________________________________________________________

 

Are you willing to leave the window curtains/drapes and rods?                       No ◻️ Yes ◻️

Which appliances will be conveying? *If applicable
Oven ◻️         Stove ◻️        Microwave ◻️                        Dishwasher ◻️
Refrigerator ◻️                Beverage Cooler ◻️       Washer/Dryer ◻️

Are there any other items that will not be conveying? No ◻️ Yes ◻️ If yes, please list below.

__________________________________________________________
__________________________________________________________

__________________________________________________________

REFERRAL

Do you know of anyone else who needs a real estate professional?    No ◻️ Yes ◻️
________________________________/ (______) _________________
________________________________/ (______) _________________
________________________________/ (______) _________________

 

 

 

 SERVICE ALL ABOUT YOU! BUYER OR SELLER, WE WANT TO KNOW YOU!

This form is to help us better serve you during and after the process. Thank you for
your cooperation in filling out this information

 

Name                          ____________________________________________________
Date of Birth                ____-____-____

Email Address             ____________________________________________________

 

Spouse’s Name          ____________________________________________________
Date of Birth                ____-____-____

Email Address             ____________________________________________________   

 

Are you on Facebook?           Yes ◻️ No ◻️

 

We communicate often with our clients to reduce this stressful process.
Please tell us how we can best communicate with you.

Are you available to talk at work?
Yes ◻️ No ◻️ If yes, your number_______________ ext.

 

More About You - The Fun Part

My/Our Favorite Restaurant is ____________________________________________
My favorite hobby(s) is _________________________________________________
My dream vacation is __________________________________________________

My pet is a dog / cat / other _______________ named ________________________

My favorite movie _____________________________________________________