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Needs Assessment Worksheet
What are your wants and needs in a new home?
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* Indicates required question
Name(s)
*
Your answer
Current Address
Your answer
Phone Number(2)
*
Your answer
Preferred Contact Methods
Phone
Email
Text
Number of Occupants
Choose
1
2
3
4
5
6
7
8
9
10+
Pets
Cat(s)
Dog(s)
Other:
Currently...
Own
Rent
Other:
Clear selection
Must Sell to Purchase?
Yes
No
Other:
Clear selection
Need Home By
MM
/
DD
/
YYYY
Mortgage
Choose
Pre-qualified
Pre-approved
Paying Cash
I need mortgage loan officer recommendations
Who is your lender?
Your answer
Ideal Price
Your answer
Ideal Monthly Payment
Your answer
Ideal Location(s)
Your answer
Number of Bedrooms
Choose
1+
2+
3+
4+
5+
6+
7+
8+
9+
10+
Number of Bathrooms
Choose
1+
2+
3+
4+
5+
6+
7+
8+
9+
1+0
Lot Size
<0.25 acres
0.25-0.5 acres
0.5-1 acres
1-2 acres
2-5 acres
5-10 acres
10+ acres
Garage/Parking
1
2
3
4
5+
Golf Cart
Boat
RV/Camper
Bus/Truck
NA
Age of Home
New Construction
<5 Years
5-10 Years
11-25 Years
26-50 Years
50+ Years
Style of Home
Ranch
Craftsman
Florida
Spanish
Mediterranean
Modern
Farmhouse
Townhouse
Condominium
Villa
55+
Other:
Indoor Requirements
Open Floorplan
Updated Kitchen
Eat-in Kitchen
Walk-in Pantry
Separate Dining Room
Family Room
Fireplace
Update Bathrooms
Walk-in Closet
Home Office Space
Laundry Room
Room for a Home Gym
No Carpet
Home Business
Elder Care
Other:
Outdoor Requirements
Deck/Lanai
Large Backyard
Pool/Spa
Fenced-in Yard
Outdoor Living Area
Garden Space
Waterfront
Workshop
Other Requirements
Short Commute Time
Access to Bike Paths or Parks
Near Shopping and Leisure Facilities
Near Hospital or Medical Facilities
Near Public Transit
Other:
How long have you been looking for a home?
Your answer
How have you been looking?
Your answer
Have any agents shown homes to you?
Yes
No
Clear selection
If we cannot find anything in the price range and location you want, what would you consider compromising on?
Your answer
Are some features "deal breakers" that you will not compromise on?
Your answer
Is there anything else I should know about your requirements?
Your answer
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