Are you working with a Realtor® now?
If yes, have you signed a “Buyer Agency Agreement” with him/her?
What is your idea of a great Realtor®?
Have you ever bought or sold a home before?
Please take a moment to tell me how you felt about your experience. (I want to make sure this experience is exceptional!)
If so, I’ll need a letter on the banks letterhead signed by someone with the authority to state that you have sufficient funds on deposit to make a purchase of $XXX. Will you please provide this for me before we look at homes?
If you’re going to obtain a mortgage, arranging financing is our most important task before we begin! If you have a pre-approval letter from a lender you prefer, I’ll need that before we look at homes! Will you please email that to me at firstname.lastname@example.org?
If you don’t already have that letter, may I have our preferred lender contact you for a free pre-qualification now?
What method of communication you prefer?
Please tell us when you prefer to be called, and/or NOT to be called.
How soon do you want to be settled into your new home?
Our home search will take however long it takes, but, if we were lucky enough to find the right home right away, is there anything that would prevent you from buying right away?
Is there anyone else involved in this decision with you?
Do you need to sell your current home?
If so, may I refer you to a great Realtor® in your area?
In detail, please try to describe your current home or apartment to me in your own words.
Please describe what you like and dislike most about your current home.
Are you participating in a corporate relocation?
If yes, I need to contact your relocation counselor as soon as possible. Please provide their name, phone number and email address
Now, in detail, please try to describe your next home to me. The more detail you provide, the better!
Please describe what will be the most and least important about your new home.
Where is your workplace located now, or going to be located? Your “significant other’s” workplace (if applicable)? What would you consider to be reasonable for a drive-time to work?
Do you have any special needs?
Is there a particular area of town that you prefer?
If there is anything I have not addressed here that will help me understand your “perfect home”, please discuss it here.
Although it is optional, I ask that you list the date of birth for everyone in your household so I can honor you on your birthday each year…“if it’s important to you, it’s important to me!”