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BUYER PROFILE

SECTION 1: ABOUT YOU

This form is to help us better serve you during and after the transaction.  

Thank you for your cooperation in filling out this information.

We communicate often with our clients to reduce any stress during this process.  
Please tell us how we can best communicate with you.

Best Way To Contact You
Have You Purchased or Sold a Home Before?

SECTION 2: YOUR NEW HOME

Tell us a bit more about your home criteria.

SECTION 3: YOUR HOME BUYING MOTIVATION

Tell us a bit more about your timeline & motivation to buy.

On a scale of 1-5, (1 being low and 5 being high) how would you rate your readiness level and level of urgency about buying right now?

The 3 most important factors when buying a home are location, size and condition. What do you think will be the biggest fctorin your decision?

SECTION 4: YOUR REALTOR

How can we make this process as smooth as possible for you?

Everyone knows someone who has been through this process before.  No doubt, every transaction is completely unique. But knowing what you've experiences personally or from what you've heard from friends, what are your biggest fears and concerns?  What can you tell us that would help us make this as stress-free as possible for you?

Have you previously owned a home or other real estate?
Do you understand how the agent who helps you find and purchase your home is paid?

SECTION 5: DOLLARS & CENTS

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.  Our 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.  

Will you be making an all cash purchase?
Will this purchase be used as an investment?
Are you familiar with the tax benefits of buying a home?
Do you know how financing works?
Do you have financing available through work, family or other means? (Is someone gifting you funds?)
Have you spoken with a lender and been pre approved for a loan?
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?

SECTION 6: MORE ABOUT YOU - The FUN part!

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IT'S TIME TO MEET OUR TEAM!​

We're excited to get to meet you in order to develop the best strategic plan for your situation.  Tell us a bit more about when that might be convenient.

Thank you for investing your time in filling out this profile for us!  We look forward to working with you and will be in touch soon!

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