Investor's Strategy Session Intake Form
PLEASE FILL THIS FORM TO THE BEST OF YOUR ABILITY.
YOUR INFO FOR THE MEETING
First Name
Your answer
Last Name
Your answer
Geo Location
City/Town, State, Country
Your answer
Preferred phone number for the meeting
###-###-####
Your answer
Email
Your answer
Occupation
Your answer
In case of Email Issues, 2nd Preferred Method of Communication
2nd Preferred Method of Communication
Please provide us w/ the secondary method to connect with you.
For example: a phone number for Text Messages, a username or profile link for Skype/Twitter/FB Messenger, etc.
Your answer
EXPERIENCE
Do you own your primary residence?
Do you own rental property?
Have invested in USA real estate in the past?
SOURCE OF FUNDS
Are your funds ready for your next investment(s)?
Approximately, how much do you have ready to invest?
Will you be using cash from a bank account?
Will you be using funds from a retirement account?
Do you plan on buying with cash or with a mortgage?
GENERAL INFO
In a few words, please tell us a bit more about yourself -- specifics on your experience levels; what you are trying to accomplish; your concerns; your expectations; and anything else that has come to mind while considering investing in real estate that you would like to share.
How long have you been considering investing in real estate?
Your answer
How soon do you want to get started?
What would you like to accomplish from our one-on-one meeting?
Your answer
In a few words, if you can, tell about yourself: your experience, what you are trying to accomplish, your concerns, expectations?
Your answer
What are your biggest concerns (fears)?
Your answer
Which investment strategies hold the most interest to you?
Select top 4
Have you watched any of our videos or attended a lecture? If you did, which one(s)?
Your answer
Additional Comments
Your answer
Preferred Meeting Time
You can select more than one
Get to know yourself better before the meeting
1. What are your concerns when it comes to investing? Feel free to create a list.
2. Do you know your annual income?
3. Do you know know your annual cost of living?
Comment
Your answer
Reference
If you would, please let us know how you found our form.
Your answer
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