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Buyer Profile
1
Contact Info
2
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3
Your New Home
4
Your Home Buying Motivation
5
Your Real Estate Agent
6
Financial
7
Meet The Team
Name
*
First
Last
Email
*
Phone
*
Birthday
*
MM slash DD slash YYYY
How do you hear about us?
*
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Country
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Panama
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Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
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Zimbabwe
Åland Islands
Spouse/Partner Name (if applicable)
First
Last
Spouses Preferred Email
(if applicable and you wish for them to be included)
Spouses Preferred Phone Number
(if applicable and you wish for them to be included)
Spouse/Partner's Birthday
MM slash DD slash YYYY
Who should we use as our main contact?
Please tell us your children's names and ages (if applicable) -- and pets, too!
# of Bedrooms
*
# of Bathrooms
*
Square Feet
*
Yard Size (in acres)
Describe your ideal home (Floor plan, decor, yard, style, features) and anything else important to you.
*
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?
*
What makes you want to buy a home right now?
*
On a scale of 1-5, (1 being low and 5 being high) how would you rate your readiness level and level of urgency about buying right now?
Please enter a number from
0
to
5
.
What is your time frame for moving?
*
What will you do if you do not find a home within that time frame?
*
The 3 most important factors when buying a home are location, size, and condition. What do you think will be the biggest factor in your decision.
*
Location
Size
Condition
Why?
*
Have you done any research on your own? What specifically? (Open Houses, online browsing, etc.)
*
Have any specific homes caught you eye? If so, please list the properties (address or MLS#)
*
Have you previously owned a home or other real estate?
*
Yes
No
Do you currently own a home? If so, do you need to sell first and is it on the market?
*
What are the top 3 things you are looking for in the real estate team you hire?
*
What are your biggest fears or concerns regarding the home buying process?
*
Do you understand how the agent who helps you find and purchase your home is paid?
*
Yes
No
Tell us what you need! Would any of the following be helpful to you at this point in time?
Our Charlottesville home buying handbook
A large map of the area with neighborhoods
Local school information
Local large employers
Local attractions/things to do
A guided tour of the area, amenities, and highlights
What is your minimum price
*
What is the absolute most you would consider spending if you found the perfect house?
*
Will you be making an all cash purchase?
*
Yes
No
Will this purchase be used as an investment?
Yes
No
If no, roughly how much money do you have set aside (for down payment and closing costs)?
What is a comfortable mortgage payment?
*
What is your current housing expense?
*
Do you know how financing works?
*
Yes
No
Are you familiar with the tax benefits of buying a home?
*
Yes
No
Somewhat
Do you have financing available through work, family or other means? (Is someone gifting you funds?)
*
Yes
No
If yes, please explain.
Have you spoken with a lender and been pre approved for a loan?
*
Yes
No
If yes, what is the maximum price you are qualified for?
If you have not already been pre approved for a loan, would you like us to recommend a mortgage representative who will pre approve you and review exactly what is needed to get the best rate and terms?
*
Yes
No
If already approved, please list the mortgage representative's name, phone number, and email.
Do you have any additional financial questions or concerns?
*
Our next step will be to set up a meeting with a team member at the office to discuss the best strategy to meet your goals. When do you typically prefer to meet?
*
What are the best times for you to look at properties?
*
Is there anything else you would like for us to know?
*
Thank You!
Thank you for investing your time in filling out this profile for our team! We look forward to working with you and will be in touch once a member of our team has had an opportunity to review the details!
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