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Buyer Consultation Questionnaire


Name:    Phone Numbers:
E-Mail:    Cell:   
Address:    Home:   
Fax:    Work:   
 
 Question  Select at Least One

1 - What is your current living situation?  Homeowner
 Leaseholder
 Student Housing
 Out-of-state
 Other 

2 - Who else, if applicable, will be living with you?  No One
 Significant Other
 Roommate(s) #
 Pet (please specify)
 Children #
 Other Relative(s) #

3 - How many years do you plan on this home being your primary residence?  Up to 1 year
 1-2 years
 2-5 years
 5+ years

4 - When is your ideal move-in time frame?  1 month
 1-2 months
 2-3 months
 3+ months
 Exact date

5 - Please best describe the stage of your real estate search?    Yet to be educated about the current market and any homes in my price range
   Have been to some open houses in the past three months and/or have been scanning the real estate classifieds
   Have been searching for at least two months (open houses, reading the real estate classifieds, taking to friends/family about desire to buy, etc.)
   Feel very comfortable with my current level of understanding of the market conditions

6 - What is your architectural time period preference?  1990's +
 1950's - 1980's
 Early to mid-20th century
 Historical
 Indifferent

7 - Have you ever worked with an agent before to purchase a home?  No
 Yes, once
 Yes, multiple times

8 - If applicable, how was your previous experience working with an agent(s).  Positive
 Generally Positive
 Neutral
 Negative
   General constructive feedback to help our working relationship:
 

9 - What type of home are you looking for?  Townhouse
 Detached House
 Condo / Co-op
 Only Condos
   Only Co-ops
   Other 

10 - How much money do you want to invest in your real estate purchase?  $0 - $10,000
 $10,000 - $20,000
 $20,000 - $40,000
 $40,000 +
   Other 

11 - What is your desired total monthly payment (before interest tax deduction)?  Up to $1800/mo.
 Up to $3000/mo.
 Up to $4200/mo.
 Up to $5400/mo. +
   Other 

12 - Primary reason for buying a home?  To become a homeowner
 Investment property
 Upgrade
 Second home / vacation property
   Other 

13 - Desired condition?  Move-in condition
 Move-in condition (yet above builders' grade, e.g., Home Depot quality)
 Move-in condition, but old décor and appliances
 Fixer-upper (entire renovation)
 Fixer-upper (primarily aesthetics)
   Other 

14 - Best time(s) to view properties?  Evenings
 Weekdays
 Weekends (Saturday or Sunday)
 Saturdays only
 Sundays only
   Other 

   Preferred   CANNOT 
Live
Without
 Enter Quantities Where Applicable 
Number of bedrooms:
Number of full baths:
Number of half baths:
Minimum sq. ft.:
Parking space
Balcony
Patio
Deck
Yard
Garden
Fireplace
HWF
Half bath
W / D
Gas stove
Character / Old World Charm
 
Views
City Lights
Nature
Neighborhood
Above treetops
Not a top priority
 
Neighborhood(s) desired:
Walking distance to metro stop
Privacy
Carpeting
Modern angles
Light & bright
Nature
Finished basement
Basement
Attached rental unit
Other
Other
Other
Other
 
Please describe any other criteria or comments not addressed by the survey above: