• BUYER LIFESTYLE QUESTIONNAIRE

    BUYER LIFESTYLE QUESTIONNAIRE

    Thank you for taking the time to fill out this questionnaire. We feel it is important to truly understand our client’s real estate needs so we can deliver world class service.The information you provide is strictly confidential and will only be used to develop a strategic plan to help you find the right home in the shortest period of time while saving you money. Our goal for this information is to establish a Smart Home Buying Plan customized for you to save you money and time and to make the overall experience hassle-free.Click each Section below and enter the information. Fields with an asterisk are required. Submit the form after completing the final Section titled Buying Expectations.
    • Tell us about yourself 
    • Primary contact?*
    • Best times to contact you*
    • Is this your first home purchase?*
    • Do you have any children
    • How would your spouse, significant other, or best friend describe you?
    • What is prompting your move right now? (Select all that apply)
    • Is there anyone else who will be a decision maker in the purchase of your future home? (e.g. family, friends, parents)
    • Your Lifestyle 
    • Will anyone else be spending more than an occasional overnight stay? (e.g. parents)
    • Does your home need to accommodate any special needs?
    • Do you have any pets?
    • Do you have anything special that needs to be accommodated? (e.g. Grand Piano, athletic equipment, large furniture)
    • Your Current Home 
    • Do you own or Rent
    • Lease or month-to-month
    • Are you able to break the lease without any penalties?
    • Do you have to sell in order to buy?
    • Do you have a loan on the property?
    • Your Future Neighborhood 
    • Are schools important to you?
    • Do you want to be in walking distance to shops, restaurants, or transportation?
    • Do you want to be nearby family, specific recreational facilities you enjoy, or place of worship?
    • Your Future Home 

    • General

    • Do you have a preference for when the house was built?
    • Do you want a house in move-in condition or are you willing to do some work on it?
    • Does your future home have to have central air?
    • Would you consider a home that you had to install central air/heat?
    • What other features or amenities must your home have? (Select all that apply)
    • Does your home have to have a view?

    • Structure / Exterior

    • What architectural styles do you prefer?
    • What type of exterior siding will you consider?
    • What other exterior features are important to you?
    • What are you looking for in terms of parking?

    • House - Interior

    • What kind of style do you want the interior of your home to have?
    • What kind of floor plan do you prefer?
    • In general, what other interior features would you like in your home?

    • Bedrooms

    • What size bedroom(s) do you have in mind?
    • How will each of the bedrooms be used? (select all that apply)
    • What features are you looking for in your bedroom? (select all that apply)
    • What are your preferences for the master bedroom? (Select all that apply)
    • What size Master Bedroom do you have in mind?

    • Bathrooms

    • What are your preferences for the master bathroom? (Select all that apply)
    • What are your needs for the other bathrooms? (Select all that apply)

    • Kitchen

    • What style of kitchen would you consider? (Select all that apply)
    • What cooking appliances do you want in your kitchen? (Select all that apply)

    • Dining Room

    • Would you like the dining room to be part of the kitchen configuration?
    • Would you like the dining room to be part of the the living room configuration?

    • Living Room

    • Do you want a fireplace?
    • What size Living room do you have in mind?

    • Summary

    • Have you seen any properties that you liked?
    • How many homes must you see before you will feel knowledgeable about the market and comfortable enough to submit an offer?
    • If we found a home today that meets all of your needs and as many of your wants as possible, would you make an offer?
    • Financials 
    • Will you be paying all cash?

    • If getting a loan

    • Have you been pre-approved for a loan by a lender?
    • What type of loan?
    • Did you obtain a Loan Commitment Letter?
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    • What source is your down payment coming from? (select all that apply)
    • Do you have a 401K, 403B or IRA?
    • Do you have Life Insurance?
    • Would family or others be willing to gift you money if needed?

    • Occupation

    • Do you know your credit score?
    • What do you believe your credit score is?

    • Spouse / Significant Other Occupation

    • Do you know your spouse / sig. other Credit Score?
    • Credit score
    • Buying Expectations 
    • Do you know your spouse / significant other credit score?
    • Have you worked with a Real Estate Agent before to help you buy or sell?
    • What do you expect from your current real estate agent? (Select Your top 5)
    • How would you prefer me to communicate with you during the day?
    • Most people have some anxiety or concerns about the buying process. We strive to understand which aspects of the process are most important to you or which cause you the most anxiety, this way we can tailor a program to eliminate or remove the majority of your concerns and anxieties. (0 - least important; 5 - most important)
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