Ready to Buy Smart Survey
I am so honored to have the opportunity to talk with you! Please fill out my survey so I can be educated on how to best serve you.
Email address *
First & Last Name *
Your answer
Did anyone refer you to me? *
Your answer
Are you currently working with another real estate agent? *
Why did you choose to contact me about buying? *
Your answer
Why do you want to buy a home right now?
Your answer
What are the top three qualities you are looking for in a real estate agent?
Your answer
General Information
Tell me a little about yourself
Current Address *
Your answer
Preferred Email *
Your answer
Preferred Phone Number *
Your answer
Date of Birth *
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If I asked your best friend to describe you, which of the following statements would they choose? *
Spouse/Partner's Name (if applicable)
Your answer
Spouse/Partner's Preferred Phone Number
Your answer
Spouse/Partner's Birthday *
MM
/
DD
/
YYYY
If I asked you to describe your spouse/partner's, which of the following statements would you choose? *
Who should I use as the main contact?
Your answer
Please tell me about yourself like children and/or pets (names & ages)
Your answer
What are generally the best days and times for you to look at properties?
Your answer
Your New Home
Now that I know you a little better, tell me what you are looking for in a home.
Number of Bedrooms *
Your answer
Number of Full Bathrooms *
Your answer
Number of Half Bathrooms *
Your answer
Yard size (in acres - if applicable)
Your answer
Size of Home (in square feet)
Your answer
Now, please describe your ideal home (floor plan, decor, yard, style, features) and anything else that is important to you. *
Your answer
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas? *
Your answer
The three most important factors when buying a home are location, size, and condition. What do you think will be the biggest factor in your purchasing decision? *
Why? *
Your answer
Have you done any home research on your own? What specifically have you done? (Open houses, online browsing, etc.)
Your answer
Have any specific homes caught your eye? If so, please list the properties (address or MLS #). *
Your answer
How can I make this process as smooth as possible for you?
Everyone knows someone that has been through the home buying process before. No doubt, every transaction is as unique as a snowflake. But knowing what you've experienced personally or what you've heard from friends, what are your biggest fears and concerns? What can you tell me that would help me make this as stress-free as possible for you?
What is your time frame for moving? *
Your answer
What will you do if you do not find a home within that time frame? *
Your answer
Have you previously owned a home or other real estate? *
Do you currently own a home? If so, do you need to sell first and is it on the market? *
Your answer
Do you understand how the agent who helps you find and purchase your home is paid? *
Let's talk about money
Money is a big deal, especially when it comes to buying a home. After all, for most people, this is the single biggest asset they own, and the biggest debt they ever incur. My goal is to help you get the answers you need to find the best house and to help the house fit in with the rest of your short and long range financial goals.
What is your minimum home price? *
Your answer
What is your maximum price? *
Your answer
What is the absolute most you would consider spending if you found the perfect house? *
Your answer
Will you be making an all-cash purchase?
If no, how much money do you have set aside (for down payment and closing costs)? *
Your answer
Do you know how financing a home works? *
What is a comfortable mortgage monthly payment? *
Your answer
What are your current housing expenses?
Your answer
Are you familiar with the tax benefits of buying a home?
Do you have financing available through work, family or other means?
If yes, please explain.
Your answer
Have you spoken with a lender and been pre-approved for a loan? *
Your answer
If yes, what is the maximum purchase price and the maximum payment you are qualified for?
Your answer
If you have not already been pre-approved for a loan, would you like us to recommend a mortgage representative who will pre-approve you and review exactly what is needed to get the best rate and terms? *
If already approved, please list the mortgage representative's name, phone number, and email.
Your answer
Do you have any additional financial questions or concerns?
Your answer
What (and who) else is important to you?
Like you, I am a busy professional and a parent, and I know firsthand how complicated life can get. I'd love to know a bit more about family (pets included!) and any particular concerns you might have about navigating through a successful move with them in mind.
Your answer
It's time to meet!
I like to take a consultative approach to helping you achieve your goals. I am excited to get to meet you in order to develop the best strategic plan for your situation.
Once I assess the information you've shared in this survey, my next step will be to set up a meeting at the office to discuss the best strategy to meet your goals. When would you like to meet? *
Your answer
What are your biggest fears or concerns regarding the home buying process? *
Your answer
Is there anything else you would like me to know? *
Your answer
A copy of your responses will be emailed to the address you provided.
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