Cell Phone (required)
Current Home Address
Address Line 2
State / Province / Region
Postal / Zip Code
Preferred method of contact (Email/Phone/Text)
Are there two buyers in this transaction? YesNo
Do you have any children? If so, what are their names and birthdays? (MM/DD)
Will anyone else live with you?
Do you have any pets or plan to have some? If so, what are their names?
Does anyone have any special needs to consider?
Who are the decision makers in this purchase?
What are your preferred property viewing schedule? FlexibleWeekdaysWeekdays After WorkWeekends OnlyWeekends Morning
Do you own or rent your current home? RentOwn
Must you sell before buying? YesNo
Are you currently preapproved for financing? YesNo
If you're preapproved, who is your lender? Please provide bank name and agent's name. We'll also need a pre-approval letter before touring properties.
What is your price range?
How much do you have for down payment?
When are you looking to move? Right now (0-30 days)Soon (1-3 Months)Later (3-6 Months)Not Now (6+ Months)
What are your reasons for moving?
How long have you been looking?
If we find the right property, are you prepared and able to make a decision now? YesNo
What are your real estate goals for this property? For example, are you looking to buy your dream home and live in it forever? buy a starter home to build equity? buy a fixer and work on it while you live there? buy a property that will allow you to earn rental income?
How did you hear about us? Check all that apply. Referred by friendOpen HousePrint AdDirect MailBlogWebsiteOnline SearchFacebookTwitterOther
Please let us know some details of how you found us. Things like the specific person who referred you or the mailer/ad you saw:
What type of property are you interested in? Check all that apply: Single Family HomeLoftCondoCoopMulti-UnitCommercial/Mixed Use
What property condition are you looking for? Check all that apply: Move-in readyI'm willing to do cosmetic upgrades while living there (like paint, upgrade appliances and fixtures)I'm pretty ambitious and can take on multiple projects at once (roof, windows, floors, systems)No project is too big for me (foundation work, non- habitable, tear down)
Number of Bedrooms
Number of Bathrooms
List three features that are must-haves for your home:
List three features that are nice-to-haves, but you may be willing to give up if necessary:
List any deal breakers--your home cannot have these:
List any features/amenities that your neighborhood must have:
What neighborhoods/areas/cities are you interested in?
Neighborhoods: SF District Map/
How do you like to celebrate successes? RestaurantSpaFine WineOther - please describe below
Is there anything else you’d like to share?
How would you describe the perfect Real Estate Agent? This helps us tailor our service to you.
I have read and agree to the Terms and Conditions
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