home buyer needs analysis

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What Makes it a Great House for You? Home Buying Packet – Needs Analysis Name: ____________________________________________________________ _____ Address:____________________________________________________ ____________ Phone: _- ____________________________________________________________ ____ Email: ____________________________________________________________ ______ Thank you for taking the time to complete this Needs Analysis. There are many factors to consider when selecting a home that is right for you. Below are just a few of the many factors -- you may think of others that are important to you. Please add anything you want us to know about you and what you want us to know about your new home. FINANCING Have you received pre-approval from a mortgage lender? Would you like us to refer you to some of the lenders we trust and work with? Are you a first time home buyer (haven’t owned or been on title for the last 3 yrs)? __Yes ___No Are you aware of the availability of the Mortgage Credit Certificate?__Yes ___No

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Questionaire to learn what characteristics a home buyer is looking for in a new home. This is used in the beginning of the home search process.

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What Makes it a Great House for You?Home Buying Packet – Needs Analysis

Name: _________________________________________________________________

Address:________________________________________________________________

Phone: _________________________________________________________________

Email: __________________________________________________________________

Thank you for taking the time to complete this Needs Analysis. There are many factors to consider when selecting a home that is right for you. Below are just a few of the many factors -- you may think of others that are important to you. Please add anything you want us to know about you and what you want us to know about your new home.

FINANCING Have you received pre-approval from a mortgage lender?

Would you like us to refer you to some of the lenders we trust and work with?

Are you a first time home buyer (haven’t owned or been on title for the last 3 yrs)? __Yes ___No

Are you aware of the availability of the Mortgage Credit Certificate?__Yes ___No

The $8,000 Stimulus Package Tax Credit for first time home buyers?__Yes ___No

The down payment assistance programs still available to some?__Yes ___No

What monthly payments will you be comfortable paying for your new home? ____________

GENERAL QUESTIONSo What do you like about your current home?

o What don’t you like about your current home?

HOUSEHOLDo How many people are in your household?

o Does your new home need to accommodate any special needs?

o Do you have pets? If so, what types and what are their names?

o Are there any other household considerations we should take into account in the home search?

LIFESTYLEo When you are at home, what do you enjoy doing most?

o What room(s) do you spend the most time in at home?

o What lifestyle considerations are important to you?

LOCATIONo What location do you prefer? (Describe ideal location if not familiar with

neighborhoods)

o What other location considerations are important to you?

EXTERIOR FEATURESo What style of homes are you interested in?

o What size yard are you looking for?

o Do you want a pool? Water feature?

o Are you looking for a home with a garage?

o What other exterior features are important to you?

GENERAL INTERIOR FEATURESo How many stories do you prefer?

o In general, how does the interior look (open, cozy, funky?)

o How many bedrooms, bathrooms does your new home have?

ROOM-BY-ROOM INTERIOR FEATURESo What three rooms in your home will be the most important in your decision to

purchase? Would you describe them in more detail?

OTHER COMMENTS OR NOTES YOU’D LIKE US TO HAVE……

When completed, please email back to [email protected] or [email protected]

orFax to our e-fax #1-206-350-4795

(no cover sheet necessary!)

Each office independently owned and operated.

Direct 206-280-3212Fax 1-206-350-4975

[email protected]

Direct 253-468-6445Fax [email protected]

Each office independently owned and operated.

Direct 206-280-3212Fax 1-206-350-4975

[email protected]

Direct 253-468-6445Fax [email protected]