Buyer Questionnaire

Are you currently partnering with another agent, or have you worked with one before?

Yes
No

If yes, please share your agent’s name, brokerage and the expiration date of your current or previous contract.

Agent:

Brokerage:

Expiration:

Comments:

How long have you been actively looking for a property?

Do you have access to a computer or device to view potential properties?

Yes
No

Client 1

Client Name:

Primary Contact?

Yes
No

Phone:

Email Address:

Client 2

Client Name:

Primary Contact?

Yes
No

Phone:

Email Address:

Best time(s) to reach you:

Are there specific days or times you prefer not to be contacted?

Preferred contact method:

Call
Text
Email
Zoom

How often would you like updates or new listing notifications?

Daily
Weekly
As Needed

Special requests or notes regarding communication:

Are you financing or paying cash?

Financing
Cash

If paying cash, please provide a Proof of Funds (POF) letter.

If financing, are you pre-approved?

Yes
No

Lender:

Price Range / Budget:

Down Payment Amount or %:

Loan Type:

Conventional
FHA
VA
USDA
Other:

Do you need to sell your current home before purchasing?

Yes
No

What type of property are you looking for?

Home
Raw Land

If Raw Land, are you planning to build?

Yes
No

Desired Acreage / Lot Size:

If Home:

Bedrooms:

Bathrooms:

Garage:

Yes
No

If yes, do you prefer an enclosed garage or open/carport?

Enclosed
Open / Carport

How many parking spaces?

Basement:

Yes
No

Paved Driveway:

Yes
No

Utility Preferences:

Well – Yes
Well – No

Public Water – Yes
Public Water – No

Septic – Yes
Septic – No

Sewer – Yes
Sewer – No

New Construction:

Yes
No

Pool:

Yes
No

Unrestricted:

Yes
No

Preferred Architectural Style:

Yard Preference:

Must-Have Features:

Deal Breakers:

View Preference (select all that apply):

Lake View
Mountain View
Creek View
Wooded
Other:

Preferred Setting:

In-town
Rural
Gated Community
Near School
Near Lake / Marina
Other:

Preferred Areas or Communities:

Areas or Locations to Avoid:

Ideal Move-In Date:

Is this your first home purchase?

Yes
No

What’s motivating your move?

Are you currently renting or selling another home?

Renting
Selling
Neither

If you are planning to sell your current home, are you currently working with another real estate agent?

Yes
No

Hobbies, activities, or interests that may influence your home choice:

Number and type of pets:

Special lifestyle considerations (e.g., home office, workshop, garden space, accessibility needs):