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New Client Questionnaire - Scottee
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Email *
Legal Full Name *
Preferred Name *
Partner Legal Name
Address Line 1 *
Address Line 2
City *
State *
Zip Code *
Type of Address *
Preferred Phone Number *
Type of Phone Number *
Alternate Phone Number
Type of Phone Number
Preferred Email Address *
Type of Email Address *
Communication Preference *
Required
Birthdate *
MM
/
DD
/
YYYY
Primary reason for moving
Is this your first home purchase? *
Desired Price Range *
Likely amount of down payment *
$$ and %
Preferred monthly mortgage payment range *
Mortgage includes principle, interest, taxes & insurance - PITI
Type of Funding *
If Financing: Have you been pre-approved or pre-qualified by a lender?
Do you have to sell your existing home to qualify for your next purchase? *
Type of Home *
Required
Home Purpose *
Minimum Number of Bedrooms *
Minimum Number of Full Baths *
Minimum Number of Half Baths
Garage Needs
Preferred Number of Stories
Square Footage Range *
Preferred Lot Size
Clear selection
Year Built Range/Type
Condition *
Required
Other people living at home
Please add ages if children
Pets the home must accomodate
Hobbies
Are you a veteran?
What do you like about your current home?
What do you dislike about your current home?
Special features you would like to see?
Desired Move-In Date *
MM
/
DD
/
YYYY
Factors impacting your move-in date *
What areas are you most interested in? *
If possible, please be specific (city, school district, subdivision, zip code)
To what locations do you commute?
What driving time is acceptable?
Anything else I should know?
A copy of your responses will be emailed to the address you provided.
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