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Home buying Questionnaire
Please fill out this short questionnaire to help us better understand your real estate goals/needs
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* Indicates required question
Email
*
Your email
Tell us a little about you...
Your legal name
*
Your answer
Mailing address
*
Your answer
Phone number
*
Your answer
How did you hear about us? If there was anyone that referred you, we'd love to thank them!
*
Your answer
If you are not the sole decision maker/purchaser, who else will be involved in this transaction (financial and/or decision making)?
Your answer
What is their email address and phone number?
Your answer
What best describes your situation (can choose more than one)
*
Currently renting
Need to sell before I purchase
I own a home, but don't need to sell to purchase
Required
What best describes your timeline
*
Need to purchase within 30-60 days
Would like to purchase within 6 months
I'm about a year away from purchasing a home
Unsure - would like to discuss
If you are currently renting, when is your lease up?
Your answer
Tell us a little about the home you are looking for...
What type of investment are you looking to make?
*
Primary residence
Investment property
Second home/vacation home
Minimum number of bedroom/bathrooms
*
Your answer
What neighborhoods/townships/school districts will your search be focused on?
Your answer
Tell us a little about your finances for the purchase
Have you been pre-approved? If so, by which company?
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Your answer
How much are you budgeting to spend a month on the mortgage?
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Your answer
How much have you budgeted/saved for your downpayment/out of pocket costs?
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Your answer
There are different mortgage programs/grant programs that may provide additional benefit. Do you fit into any of the below categories?
Physician, Dentist, PharmD, Veterinarian, Doctor of Optometry
First time home buyer
Veteran
Full time employee at Drexel, UPenn, Temple, Rowan
Active or Retired Union Member OR Parent/Child of Active or Retired Union Member
What are one or two key topics you would like to make sure we cover at your consultation?
*
Your answer
THANK YOU for taking the time to fill out this questionnaire. This information is very helpful in guiding our conversation. I look forward to discussing your home buying needs!
Send me a copy of my responses.
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