* Indicates a required field.
*Name(s)
*Address
*City
*State
*Zip Code
*Home Phone
()
His Work Phone
Her Work Phone
His Cell Phone
Her Cell Phone
*Preferred E-Mail Address
Name of Person Completing This Form
1. Are you working with a REALTOR® now? Yes No Please Select
If Yes, have you signed a “Buyer Agency Agreement” with the agent? Yes No Please Select
2. What is your idea of a great REALTOR®?
3. Have you ever bought or sold a home before? Yes No Please Select
If Yes, did you work with a REALTOR®? Yes No Please Select
If you worked with a REALTOR before, please take a moment to tell me how you felt about your experience:
4. Are you paying cash? If so, I’ll need a letter on bank letterhead signed by someone with the authority to state that you have sufficient funds on deposit to make a purchase of a particular amount. If you’re going to obtain a mortgage, arranging financing is our most important task before we begin! If you have a pre-approval letter from your preferred lender, I’ll need that before we look at homes! If you don’t already have that letter, let me know now, so that I can arrange to get a letter for you quickly!
5. Please tell me how to reach you and what method of communication you prefer:
Please Select E-Mail Me at the Preferred E-Mail Address Call Me at Work Call Me at Home
What is the best time to call?
6. How soon do you want to be settled into your new home?
Why are you buying now?
How long do you think you will be staying in this next home? Years
7. Our home search will take however long it takes. But, if we were lucky enough to find the right home right away, is there anything that would prevent you from buying right away? Yes No Please Select
If yes, please describe:
Please identify anyone else who will be involved in this decision with you, if any:If no one else is involved, please enter "none"
8. Do you need to sell your current home? Yes No Please Select
If so, would you like me to refer you to a REALTOR® in your area? Yes No Please Select
If you are leasing, when does your lease expire?
If you are leasing, what is your monthly rent?
9. In your own words, please give me a detailed description of your current home or apartment:
10. Please describe what you like most about your current home:
Please describe what you dislike most about your current home:
11. Are you participating in a corporate relocation? Yes No Please Select
If yes, who is the contact person?
May I contact them? Yes No Please Select
How can I reach your contact?
12. In detail, please try to describe how you envision your next home:
13. Please describe what will be the most important things about your new home.
Please describe what will be the least important things about your new home.
14. Where is your workplace located now, or going to be located? Your “Significant Other’s” workplace if applicable? What would you consider to be reasonable for a drive-time to work?
15. Please list your wants and needs for the features listed below:
Feature
Want
Need
Single-Family Home
Condominium
Townhome
Number of Bedrooms
Number of Bathrooms
Maximum Age of the Home
Floorplan/Style
Size/Square Feet
Exterior Construction
Garage
Carport
Waterfront
Golf Course
16. Do you have any special needs? Examples include a particular house of worship, medical care, special education options, handicap accessible properties, special rooms, office in home, particular neighborhoods, particular schools, etc.
17. Is there a particular area of town that you prefer? Examples include Area 5, uptown area, Union County, University area, etc.
18. What is your target price range?
From: To:
19. Are there any questions or comments that you feel are important, that I have not addressed here, but that will help me understand your “perfect home”?
20. If I do a great job for you, may use you as a reference in the future? Yes No Please Select
21. What is the date of birth for everyone in your household? I ask for this so that I can honor you on your birthday each year... “If it’s important to you, it’s important to me!”Please enter names and birth dates.
22. I have access to many vendors that I trust. I can most likely offer you a referral to someone for just about any need you may have. Before you resort to the Yellow Pages, please ask me for a referral!
23. Would you be interested in receiving new listings by e-mail as homes meeting your criteria come on the market? Yes No Please Select
I hope you’ll explore my website. For your convenience, I have packed the site with information and links about Charlotte to assist you in researching the area. You’ll find information ranging from listings to demographics, and crime statistics to employment opportunities. If you see a property that you’d like to know more about, please contact me!