Buyer Consultation Questionnaire

Date:_______________________________

Customer Name:____________________________________

Address:___________________________________________

Home Phone:_______________________________________

Work Phone:_______________________________________

Cell (his):__________________(hers)___________________

Email:_____________________Fax:____________________

1. What’s important for you about finding a home at this time?

2. Describe your ideal home for me?

3. If you found the perfect home what do you feel is the most you’d be willing to pay?

4. What areas of the city are you interested in?

5. What is your 1st, 2nd, 3rd choice?

6. What’s important to you about these areas?

7. How soon would you like to be moved in?

8. From what have we covered so far, do you have any questions or concerns that I can answer?

9. How much home shopping have you done so far?

10. Have you seen anything you like? Can you describe it for me?

11. Are you currently working with other agents?

12. Search criteria: Needs Wish List

1. Bedrooms2. Baths3. Square Footage4. Lot Size5. Family Room6. Garage7. Pool-Spa8. Home Office9. Formal Dining10. Formal Living Room11. Cul-de-Sac12. Bonus Room13. RV Parking14. School15. Special Needs16. Fireplace17. Misc. Features

13. How many homes have you looked at?

14. Financial Information:

How much do you want to invest for your down payment?

What is the maximum monthly payment you would be willing to pay for the perfect home?

Have you been pre-approved by a lender? (Ask for copy of approval letter).

15. Is there any other purchaser/co-owner or people who would need to see the home before you make a decision to purchase?

16. When we see the perfect home are you ready to purchase?

17. Exterior Design Preferences

18. Interior Design Preferences