* Indicates Required Field *Last Name: * Home Phone: * First Name: Work Phone: * email: First Name: Work Phone: email: * Street Address: * City: * State: * Zip: * To help you achieve your goals in relation to buying a home, I need to ask you some questions that will help me to understand how I can serve you best. Tell me, what is the primary reason you are interested in finding a new home? How many children do you have? What are their names:#1: Age: #2: Age: #3: Age: #4: Age: Do you have any special school requirements? * How many bedrooms would you like your home to have? * Baths? Approximately how many square feet are you looking for? * What is the basic price range you would like to stay within? * What is the absolute highest you would consider spending? * Are there any areas you have in mind that you would like to look at? * What attracted you to this area? Please rate the importance of each feature that you would like in a home. 1 being not important, 5 being very important.
Fireplace.......................Select a number12345 Closet Space........Select a number12345 Entertainment area......Select a number12345 Den........................Select a number12345 Family room.................Select a number12345 Modern kitchen.....Select a number12345 Carpet color.................Select a number12234522 Pool/Spa................Select a number12345 Open feeling.................Select a number12345 Large yard.............Select a number12345 Family neighborhood..Select a number12345 Low maint. yard.....Select a number12345 Single story..................Select a number12345 Privacy....................Select a number12345 Double story.................Select a number123451 BBQ area...............Select a number12345 Dining room.................Select a number12345 View........................Select a number12345 Close to schools..........Select a number12345 Close to shopping.Select a number12345 Close to work...............Select a number12345 Location.................Select a number12345
What I would like you to do now is describe what you would consider an ideal home for you. Tell me about the floor plan, decor, yard, etc.
* Tell me about your lifestyle. What do you see yourself doing in your new home? (Entertaining, relaxing, raising a family, etc.)
* What do you feel will be the key factors in your purchasing decision? (Price, terms, locations, etc.)
* What time frame do you have in mind for moving? * What will you do if you do not find a home in that time frame? * Do you need to sell another home before moving? Yes No If yes, is that home currently listed for sale? Yes No Asking Price? How long has it been on the market? Who is it listed with? Phone Number:
* Would you like me to show how I can help you sell your home, or if your home is not local, can I refer you to one of my contacts in that area? Yes No * My goal is to help make buying your home a positive experience. To do that we need open communication between us. That way the little problems that naturally come up in buying a home can be handled easily and without stress. Is there anything that you would like to tell me that you feel might be helpful in our working together? * When is/are the best time(s) for me to call you? * When is the best time for you to look at property? Financial InformationIn order to help you obtain the best interest rates & terms, I need to gather some basic financial
information. This will allow me to explore all options and to expedite your loan once we have located the right home for you. Providing this information is at your discretion. It will be held in total confidence and will be used only to help secure the most favorable financing terms possible on your behalf.
Employment Information:
Your Occupation: Gross Monthly Income: Who is your current employer? Years employed: Business Address: Spouse's Occupation: Gross Monthly Income: Current employer? Years employed: Business Address: Do you have other Sources of Income: Yes No Explain: How many years have you been married? Anniversary Date: * How much money do you have available for a down payment? * Where is the money coming from? * Do you understand how financing a home works? Yes No * Closing costs? Yes No * Loan origination fees? Yes No * Title insurance? Yes No Would you like me to send you some information about any of these items? Yes No Please list what you would like information on: What forms of financing are you considering in purchasing a home? Fixed Rate Variable Rate F.H.A. V.A.
Do you have financing available through work, family or other means? Yes No Please explain:
* Would you like me to recommend a mortgage representative who could prequalify you and go over with you exactly what is needed to get the best rates and terms to prequalify for a loan? Yes No If yes, when would be a good time for a loan representative to call you?
What bills do you have over $150.00 per month?
Car Insurance
Car Boat
Credit Card Investments
Credit Card Child Support
Credit Card Alimony Credit Card Other
Other Other
Please explain any "Other" monthly bills:
* Do you have any other major financial obligations that could have a bearing on the purchase of a home?
Thank you for taking the time to fill out this form. When you click on "Submit" it will be forwarded to me, and I will be in touch with you shortly!
