Name
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First Name
Last Name
Phone
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(###)
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Email
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Occupation / Company
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Name
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First Name
Last Name
Phone
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(###)
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Email
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Occupation / Company
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Current Address
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Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Bio
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Please tell us a bit about yourselves:
How familiar are you with each of these neighborhoods?
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What is the max purchase price you’d be comfortable with?
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How will you be paying for the home?
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How much will you be putting down in total dollars?
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Where is your down payment coming from; is it liquid or semi liquid (cash, retirement investments, gift)?
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How long do you plan to live (or convert to rental) in the new home?
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Is there a date you need to be in a new home?
If yes, please input the date below.
MM
DD
YYYY
What condition of the home are you open to? What level of remodel /update/ reparative work are you open to?
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Examples: painting, new appliances, replacing flooring, countertops, new roof, new foundation, etc.
What lifestyle do you want to enjoy in your new home?
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IE: entertaining friends, backyard BBQs, pool parties, large home office, large family room/movie watching, workshop, etc?
What lifestyle do you envision for your neighborhood?
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IE: Walkability, easy commute to airport, close to restaurants/bars/beach/museums, festivals/events, urban vs suburban
If you were to wave a magic wand and your perfect home would appear that is within your budget, can you describe it?
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What do you see, hear, feel?
What are “must haves”?
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What are “would like to haves”?
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Any dealbreakers / do not wants?
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IE: busy street, high fire zones?
Property characteristics:
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Number of bedrooms/baths:
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Square footage - min or max:
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Stories:
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Prefer single level or multi?
Is having a bedroom or master or a full bathroom downstairs a requirement?
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Condition:
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Kitchen:
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Yard / Patio / Deck space needed:
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Parking / Garage:
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Air Conditioning / Heat:
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Style of home – Spanish/ Mediterranean, craftsman, modern, etc:
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View:
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Noise & Busy Street tolerance?
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If HOA, Amenities at home or community:
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(pool, spa, tennis courts)
Commute time:
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School districts or specific schools:
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Have you ever owned a home before? If YES, were you happy with the home/process, what would you have done differently? Have you purchased a property in CA before?
What are the top 3 reasons you want to buy a home vs renting?
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What is your availability to see homes?
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Anything else you’d like to share?
