BUYER INTAKE FORM

You're on the way to finding your dream home!

To ensure our time together is as effective as possible, please fill out the form below.

Contact Information

Buyer #1

First Name *

Last Name *

Phone *

Email *

Date of Birth

Company and Occupation

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Buyer #2

First Name

Last Name

Phone

Email

Date of Birth

Company and Occupation

Indirect Decision Maker

Anyone else whose opinion is valuable during the process *

Mailing Address

Address *

City *

State *

Postal code *

Lifestyle

How did you hear about us? *

Is this your first home purchase?

What is your current living situation?

When would you ideally like to get the keys to your new home? *

Do you have any concerns about the home buying process you'd like to discuss on our call?

What has your home shopping experience been like so far?

When are you generally available to see properties?

Finances

What is your price point? *

$

How are you looking to purchase? *

How much would you like to put down?

$

Who are you getting a loan with?

Has your lender taken you through a mortgage estimate that shows your cash to close?

Please upload your prequalification letter

This will make our time together way more efficient so we can see the details of your loan.

Priorities

What are your absolute must haves? *

What are your nice to haves? *

What are your absolute dealbreakers? *

Anything else you want us to know about your new property?

We've recorded a Buyer Workshop that will educate you on the current market's negotiation process. It will streamline the process for you, show you how you're protected, and give you best practices since this is likely the largest asset you'll ever own.

Will you commit to watching the workshop before our meeting? *

If you are comfortable and absolutely confident that we are the best agents to help you buy your new property, would you be opposed to signing an exclusive agency agreement? *

The Home Buying Process

Step 1

Get Prequalified

Picture yourself heading out on Black Friday to snatch up some deals but you leave your wallet home. That's the same as looking at houses without a pre-qualification or some other proof of funds. All of the deals will be gone by the time you get back with what you need.

I'm ready to get prequalified

Step 2

Book A Consultation

The consultation isn't a time for us to talk about how amazing we think we are. Instead, it's to really focus on you and dial in on your goals, create a game plan for your purchase, and answer any questions you may have.

Go to calendar

Step 3

Fill Out Intake Form

Same as when you go to a doctor's office, our intake form gathers all the right information we need to get you started. It only takes around 5 minutes to complete and makes sure we don't miss any details.

Step 4

Search For The One

It's time to begin the search! Whether you decide to go with new construction or resale, you can start shopping for the perfect property that meets your needs and goals.

Get the MLS App

Step 5

Negotiations 101

It's been a competitive market, that's no secret. As the market and laws change, it's important to be fully educated when entering into the negotiation process. With this workshop, you'll gain insights into mastering the market and the art of negotiation like a seasoned professional.