Buyer Interview

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.

Your Lifestyle
Who will be living in the home you purchase?
Will anyone else be spending more than an occasional overnight stay? (e.g. parents)

Yes No
Describe
What do you enjoy doing at home? For example, do you do a lot of entertaining? How do you spend your time in the evenings and on the weekends?
Does your home need to accommodate any special needs?

Yes No
Describe
Do you have any pets?

Yes No
Names, type, breed
Do you have anything special that needs to be accommodated? (e.g. Grand Piano, athletic equipment, large furniture)

Yes No
Describe
When people come to your home, what do you want your home to say about you?
Is there anything I should know about your lifestyle that would influence the neighborhood or type of home you would consider?

Your Future Neighborhood
What neighborhoods would you like to live in?
What are your top 3 preferred neighborhoods?
Desired maximum commute time to work
Maximum commute distance to work
Work Address
Work City
Spouse desired maximum commute time to work
Spouse maximum commute distance to work
Spouse Work Address
Spouse Work City
Are schools important to you?

Yes No
Preferred school districts
Do you want to be in walking distance to shops, restaurants, or transportation?

Yes No
Do you want to be nearby family, specific recreational facilities you enjoy, or place of worship?

Yes No
Where are those locations (i.e. neighborhoods)?
What else is important to you about the neighborhood?

Buying Expectations
Do you know your spouse / significant other credit score?

Yes No
Have you worked with a Real Estate Agent before to help you buy or sell?

Yes No
From a scale of 1-5 what was your past experience with your Real Estate Agent?
Tell us what you liked in your past Real Estate Agent
Tell us what you did Not like in your past real estate agent
What do you expect from your current real estate agent? (Select Your top 5)

Be direct and honest Represent my interests exclusively Communicate regularly with me Provide information on the home buying process Ensure timeframes are met Preview homes in advance Make recommendations on home selection Provide home value reports Provide market trends reports Provide Owner and Tax Documentation Provide School Information Provide List of “Coming Soon” properties Provide list of potential Off Market Homes Provide important and relevant neighborhood information Provide an estimate of Buyer Costs Collaborate with lender to reduce out-of-pocket costs Collaborate with lender to reduce upfront Buyer costs Provide purchase offer guidance Negotiate the best purchase price Provide assistance to save money on home purchase Assist in evaluating home condition and suitability Review seller disclosures and provide guidance Review title information and provide guidance Review HOA package and provide guidance Provide referrals to Inspectors, Insurance Agents, Lenders Other
How frequently would you want your real estate agent to communicate with you during the buying process?
How would you prefer me to communicate with you during the day?

Phone Text Email

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)

	0	1	2	3	4	5
Determining How Much I Can Afford
Obtaining Financing
Finding the Home that Meets My Needs
Negotiating the Price
Negotiating other Contract Details (inspections, closing costs, etc)
Understanding Paperwork (purchase contract, disclosures, inspections, etc.)
Arranging Inspections
Getting the Best Deal
Closing / Possession Data
Closing Costs / Hidden Fees
Communicating with My Agent
Finding Time to Look at Homes

Do you have any other concerns about the home buying process?
Is there anything specific I can do to make the process easier for you?
Should be Empty:

BUYER LIFESTYLE QUESTIONNAIRE