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  • All About You!

    This form is necessary for us to better help serve you during and after your transaction. Our goal is to earn you as a Raving Fan of our service. We greatly appreciate your cooperation in completing this information.

  • Your Information

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Text Cell?
  • Your Birthday
     - -
    2 digit month, 2 digit day, 4 digit year
  • Spouse Birthday
     - -
    2 digit month, 2 digit day, 4 digit year
  • Anniversary Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Text Cell?
  • Preferred way to contact you
  • If necessary can we deliver information to you at work?
  • Can you be contacted via phone during work hours?
  •  :
    Until
     :

  • Children or Dependents living at home

  • Pets
  • Groomer
  • Veterinarian
  • Would you like a referral for a groomer or vet?
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  • All About You!

  • Favorite Teams
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  • All About You!

  • Insurance Information

  • Home Owners
  • Lender
  • Life
  • Liability
  • Health

  • Financial & Estate Planning Information

  • Stock Broker
  • CPA
  • Financial Planner
  • Attorney
  • Any Improvements to the home to be made in the next 2 years?
  • When are you planning on selling your home?
  • What services do you currently need or are expecting to use in the next 12 months? (check all that apply)
  • Would you like a referral for any of the above services?

  • All completed forms are being handled by Windermere NorCal Properties. A copy of our privacy policy can be seen here re1team.com/privacy-policy/

  • I confirm that I have read the information above*
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  • Should be Empty: