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Buyer Intake Form
Buyer 1 - First Name
Buyer 1 - Last Name
Email
*
Phone
*
Occupation
Date of birth
Are there any other indirect decision makers involved in your purchase?
Buyer #2 Name
Buyer #2 Phone
Buyer #2 Email
Buyer #2 Our First Meeting
Buyer #2 Occupation and Company
Buyer #2 Are there any other indirect decision makers involved in your purchase?
Address
City
State
Postal code
How did you find us?
Referral
Agent Referral
Instagram
Facebook
Google
Mailing
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Is this your first home purchase?
Yes
No
What is your current living situation?
Renting with a lease
Own and need to sell first
Living with family
This is a secondary/investment property
What made you decide that this was the time to buy?
Ideally, when would you like to be getting the keys to your new home?
Do you have any concerns about the home buying process that you’d like us to address?
What has your home shopping experience been so far?
Generally, when are you available to see properties?
What is your price point?
$
How are you looking to purchase?
Cash
Conventional
FHA
VA
Unsure
How much would you like to put down? (% or $)
Who are you getting your loan with?
Has your lender taken you through a mortgage estimate that shows your cash to close?
Yes
No
Please upload your prequalification letter
How many bedrooms do you need?
1+
2+
3+
4+
5+
6+
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How many bathrooms do you need?
1+
2+
3+
4+
5+
6+
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How many garage stalls are a must have?
What type of property would you like?
Single Family
Condo
Townhouse
Multifamily (2-4 Units)
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Do you have a preference for how many stories the property is?
I hate stairs! I only want one story.
I like the separation. I'm good with 2+ stories.
I don't have a preference
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Are there any specific neighborhoods, cities or schools that you’re focused on?
How comfortable are you doing work on the property?
Bring it on!
I'll do cosmetic work (carpet, paint, etc.)
I'm looking for something turnkey
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Do you have a preference for the view?
Are any of these features important to you? (Select all that apply)
At least one bedroom on the first floor
Community Pool
Fenced In Backyard
Gated Community
Grassy Area
Ocean Access By Boat
Non-Gated Community
Private Pool
Screened In Area
Waterfront
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Are you open to 55+ communities?
Yes
No
How do you feel about associations?
Absolutely not!
If it's reasonable, I'm not opposed.
I have no preference.
Must Haves: What are the things that you don’t want me to waste your time showing if it’s missing?
Nice To Haves: What are the things that would be pleasant surprises but aren’t mandatory?
Deal Breakers: You don’t need to reiterate the must haves.
Is there anything else that you’d like us to know about your new property?
Who is your agent?
Alexa Rosario
Jessica Ionno
Elariah Isaac
Unknown
If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?
Yes
We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting? *
Yes
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