Buyer Appointment Form
So that we can do the best possible job for you when we get together, let me ask you a few quick questions:
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Client Name *
Street Address *
Best phone number *
How soon were you looking to buy? *
Rent or Own? *
Look first or list while looking? *
Committed to Realtor? *
Are you buying your next home yourself or with someone else? *
If applicable: Will they be available to meet as well? (if not try to reschedule for a time when both can be there) *
Are you pre-qualified or paying cash? *
If not pre-qualified, how is your credit? Please indicate answer of the following:
A. Borrower *
B. Co-borrower
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If questionable, ask credit score? Please provide info of the following:  
A. Borrower Score *
B. Co-borrower Score
If questionable, ask if employed? Please provide info of the following:
A. Borrower *
B. Co-borrower
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How much cash do you have available for down payment and closing costs? *
RECAP - OK it was great talking with you today. We'll see you - (date and time) - and take down your exact home buying criteria so you don't miss out on the perfect home and begin receiving all of the new hot listings. Thank you, we'll see you then.
(Reconfirmed reason for meeting at the end of the call)
Appointment Set by *
Date of Appointment *
MM
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DD
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Appointment Time *
Time
:
Where is the appointment taking place? *
Additional Notes *
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