Buyer Counseling Session – Buyer Information

Selling, Relocating, or Starting Fresh?

Let’s Make a Plan That Fits You.

Tell us about your goals and preferences for a personalized real estate experience.

Buyer Counseling Session - Buyer Information

What best describes your home-buying experience?

First-Time Homebuyer

Repeat Homebuyer

Second Home

Investor

Other (Please Specify)Other (Please Specify)

Are You Currently Working with Another REALTOR?

Yes

No

Are You Still in Contact with this REALTOR?

Yes

No

Name and Brokerage Company:

Have You Already Seen Homes in This Market?

Yes

No

Who showed you and what areas did you view? Anything you liked?

Current Living Situation:

Owns a Home

Rents

Staying with Friends/Family

Do You Need to Sell?

Yes

No

Address

City

State/Province

Zip/Postal

Country

Address

Do you have a Pre-approval Letter?

Yes

No

Lender

Desired Move-in/Purchase Date:

Additional Notes:

For Second Homes:

Use Frequency:

Possible Rental:

Short Term

Long Term

Property Management Needed?

Yes

No

Additional Notes:

For Investors:

Investment Priorities:

Cash Flow

Appreciation

Fix and Flip

Investment Goals:

Hold Time Frame:

Target Cap Rate:

Total Budget:

Possible Rental:

Short Term

Long Term

Property Management Needed?

Yes

No

Additional Notes:

Communication:

Preferred Method:

Call

Text

Email

OtherOther

Frequency:

Service Expectations:

Final Notes:

If you are human, leave this field blank.

Buy with Clarity. Sell with Confidence.

Selling, Relocating, or Starting Fresh?

Let’s Make a Plan That Fits You.

For Second Homes:

For Investors:

Communication:

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