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Buyer Intake Form
We are good to go! Just to make our time as effective as possible, please complete this form.
Buyer #1
First Name
Last Name
Email
Phone
Birthday
Occupation and Company
Buyer #2
First Name
Last Name
Email
Phone
Birthday
Occupation and Company
Address
City
US States
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Alaska
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Arkansas
California
Colorado
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Delaware
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Indiana
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Kentucky
Louisiana
Maine
Maryland
Massachusetts
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Mississippi
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Montana
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New Hampshire
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New York
North Carolina
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Washington
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Wyoming
ARMED FORCES AFRICA \ CANADA \ EUROPE \ MIDDLE EAST
ARMED FORCES AMERICA (EXCEPT CANADA)
ARMED FORCES PACIFIC
zip
How did you find us?
Is this your first home purchase?
Yes
No
Is this your first home purchase?
Renting with a lease
Owning and need to sell first
Living with family
This is a secondary/investment property
What made you decide that this was the time to buy?
Do you have any concerns about the home buying process that you’d like us to address?
What has your home shopping experience been so far?
Generally, when are you available to see properties?
What is your price point?
How are you looking to purchase?
Cash
Conventional
FHA
VA
Other
Unknown
How much would you like to put down?
Who are you getting your loan with?
Has your lender taken you through a mortgage estimate that shows your cash to close?
Please upload your prequalification letter
How many bedrooms do you need?
1+
2+
3+
4+
5+
How many bathrooms do you need?
1+
2+
3+
4+
5+
How important is a garage?
Must have
Nice to have
No preference
Do you have a preference for how many stories the property is?
I hate stairs! I only want one story.
I like the separation! I’m good with 2+ stories.
Honestly, I don’t have a preference.
What type of property are you interested in?
Single Family
Townhouse
Condo
Multifamily
How comfortable are you doing work on the property?
Bring it on!
I’ll do cosmetic work (paint/replacing carpet)
I’m looking for something turnkey
Are any of these features important to you?
At least one bedroom has to be on the first floor
Private Pool
Community Pool
Fenced In Backyard
Screened In Area
Grassy Area
Gated Community
Non-Gated Community
Waterfront
Ocean Access By Boat
Do you have any preference for the view?
Are there any specific neighborhoods, cities or schools that you’re focused on?
How do you feel about associations?
Absolutely not!
If it’s reasonable, I’m not opposed.
I have no preference.
Are you open to 55+ communities?
Yes
No
What are your absolute must haves?
What are your nice to haves?
What are your absolute dealbreakers?
Is there anything else that you’d like us to know about your new property?
Who is your agent?
Jessica Ionno
Alexa Rosario
tbd
We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting?
If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an exclusive agency agreement?
Yes
No
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