BASIC INFO

1. Full name(s) of buyers

2. Current address? Please clarify if a house, townhouse, condo, apartment, or other. 

3. Best contact email address

4. Best contact phone number

5. Do you prefer phone calls, emails or text communications?

6. What’s your availability throughout the week for showings?

YOUR PRESENT SITUATION

7. Are you looking for a single family, townhouse, condo, or multifamily home? 

8. How long have you been looking for a new home?

9. Are you from [city] or are you new to the area?

10. How soon are you looking to purchase your new home?

11. Are you under any time constraints to relocate?

12. Do you have a home to sell before moving into the new one?

13. If so, do you have a shortlist of interested buyers?

14. What do you like about your current home?

15. What do you not like?

16. What excites you about purchasing something new?

17. Do you want to live in the city or in a rural area?

18. Do you have a specific area or neighborhood in mind?

19. How many people are living in your new home?

20. Are you looking for a home that includes extra acreage?

21. Have you attended any open houses or showings? If so, what did you like about these homes? 

22. Are these homes still on your list of contenders? Feel free to provide addresses, listing links, etc.

FEATURES & AESTHETICS

23. Would you prefer an older home, newer home or new build?

24. What style of home are you partial to? Is there a second style in the running? 

25. Do you need specific space to accommodate your family (e.g., a finished basement for teenagers or a yard for pets)? 

26. Do you have a specific lot size in mind?

27. How many bedrooms and how many bathrooms are ideal?

28. Are you willing to do a little work, a lot of work, or do you need a move-in ready home?

29. What amenities are important to you (central air, sprinkler system, sunroom, etc.)?

30. Would you like a garage? How many vehicles does it need to accommodate?

31. Would you like a home with a view?

32. Are you interested in looking at homes located on a one-way street?

33. Are you interested in looking at homes located on a curb?

34. Do any rooms need to be a certain size to accommodate furniture, exercise equipment, etc.?

FINANCIAL QUESTIONS

35. What is your price range?

36. Do you have a monthly installment range in mind?

37. Have you been pre-approved by a lender? If so, please provide their name, company, phone number, and email.

38. Would you like a list of lending company recommendations?

39. Are there any title companies you prefer to work with?

REAL ESTATE EXPERIENCE & FUTURE PLANS

40. Is this your first time purchasing a home?

41. If not, what stands out to you about your former purchase experience(s)?

42. How long are you looking to keep this home before purchasing another?

43. Is this your primary residence, vacation home, or investment property?

44. Have you worked with a real estate agent in the past?

45. What did you like about that experience?

46. What do you wish that real estate professional had done differently?

47. Are you currently interviewing other real estate agents?

48. Any questions or concerns about the homebuying process you’d like us to cover in the meeting?

49. What expectations do you have of me as your future real estate partner?

50. How did you find me?