Torrey Pond | Windermere | Seller Intake 
✨ Let’s get this party started (well… the selling kind 🎉)

Whether you’re upsizing, downsizing, relocating, or just feeling ready for a new chapter, I’m here to make this transition as smooth, supported, and low-stress as possible.

This form is just a simple way for me to learn more about you, your home, and how I can best show up for you in this process. Think of it as the first step in our seller game plan!

The more I know, the more I can tailor everything — from timelines and marketing to name a few!

No need to overthink it. Just fill in what you can, and I’ll take it from there!

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Primary Contact(s)  Name(s)
These are the decision makers on legal documentation
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How did you hear about me?
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If you were referred to me, who may I thank? 
What is your preferred method of contact? 
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What is your current address?
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Knowing you more....
Please tell me a bit more about your partner, spouse, family or anyone else who may influence the decision in your upcoming real estate transaction.
Knowing you more helps me tailor my support to your needs and know better, how to show my appreciation for you. (I enjoy rewarding clients when they refer me.....knowing your favorite places, helps me find the perfect gift)
Spouse/Partner Name (if applicable)
Spouse/Partner Phone Number
If different than above, what are your legal name(s) and do you always sign with an initial?
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What are your children's names and ages (if applicable) - and/or pets, too!
What is your favorite food?
Coffee or Tea?
Clear selection
What do you do for fun? Hobbies, passion projects etc.
Would you like me to call you regularly or as I receive new news?
Clear selection
Address of property to be sold? 
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Tell me about your home...

You are the expert when it comes to your home. The things you love about it are probably going to also be
attractive to the new owner. By the same token, knowing all the quirks ahead of time helps us to position
the house in the best light possible.
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Number of bedrooms?
Numbers of bathrooms?
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Square Footage?
What are the notable features of your house?

Large lot, covered patio, etc.
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Over the past 5 years, what repairs and upgrades have been made?
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If you were to keep this home for 5 more years, what maintenance and upgrades will be on the
short list?
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On a scale of 1 ( worse) to 5 (better), how would you rate the home in comparison to other homes
in the neighborhood.
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How can I best serve you?
Understanding your motivation, objectives and expectations will help us create a relationship with you
where we exceed all expectations.
Is this your primary residence?
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Where will you be moving to?
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Do you need my help in finding you a new home to move to?
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What factors are contributing to your decision to sell this property right now?
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When would you want to see a sign and buyers on your door step?
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What would be the ideal timing for closing your home?
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When was the last time you sold a house?
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What were the high and low points from your past home sale experience?
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What are the top 3 things that you are looking for in hiring a Realtor to sell your home?
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Dollars and Cents
Surprises are nice on your birthday but not so much when you're selling your home. By getting all the
numbers out on the table in the beginning, we can create a personalized net sheet for you that covers a
range of scenarios and possibilities.
Do you currently have any mortgages or equity lines on your property?
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What is the approximate current total balance of all mortgages and equity lines of credit on the
property?
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What is your approximate monthly cost of ownership (mortgages, taxes, insurance, association
fees, etc.)?
What do you think your home is worth today?
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What information will you be looking for in our meeting?
There is a lot to know about selling a home, and a lot to know about the people who will be working with
you. Please take a moment to rate how important these aspects of the selling process are for you, 1 being
the least important and 5 being the most important.
PREPARATION: What do I need to do to my home to get it show‑ready so that it will sell for top
dollar?
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FINANCES: What will I walk away with after my home sells?
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STRATEGY: What are the most likely ways a buyer will finance the purchase of my home?
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STRATEGY: How do I 'price to sell' without giving the house away?
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STRATEGY: What are my chances of selling in this market?
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MARKETING: By what means and how often will you communicate with me?
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Anything Else? What else is important for us to know so that we can help you meet your home
selling objectives?
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Thanks for the information. Now, it's time to meet your Realtor!
I'm so excited to get to meet you and develop the best strategic plan for your situation. Let me know
when a meeting might be convenient.
Our next step is to set up a meeting to discuss the best strategy to list your home. **We can
either meet in person by appointment or through Zoom ** When would be the best time/day to
meet?
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What else would you like for me to know?
Thanks for all the information...now it's time to meet!
Our next step is to set up a meeting to discuss the best strategy to meet your home buying goals. **We can either meet in person by appointment or through Zoom**  
Thank You...
For investing your time filling out the seller intake form. I want to earn your business and your referrals. If there is any time during our transaction where you feel I'm not earning a 5 star review,  please let me know right away. Open communication is key! I am excited to meet you and will be in touch shortly. 
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