New Buyer Info Sheet
This form will help us get to know you even more!  In addition, it will also help us determine how we can assist you in the best way possible on your real estate journey! We are absolutely honored you chose us to help you find the perfect place to call HOME!
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First and Last Name (legal name(s) please) *
Is there a co-buyer?  If so, please list first and last name below.
Personal email address *
Co-buyer email address (if applicable)
Cell Phone Number *
Co-buyer cell phone number (if applicable)
Who is the primary point of contact? *
What is your preferred method of contact? *
How familiar are you with the homebuying process? *
I am brand new to the process
I am very familiar with the process (current homeowner, homeowner in the past, have assisted someone with the purchase of a home)
Are you currently in a lease? *
When does your lease expire?
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/
DD
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YYYY
Do you need to sell a home to purchase a new home? *
What will you use this home for? *
What area(s) are you primarily wanting to live in? *
Is there an area of town you refuse to live in? If no, type N/A *
What features are you looking for in your next home? Basement?  Yard? Neighborhood environment? Etc.
Please indicate any "deal breakers" or homes that you will not consider. (if applicable)
What features are you looking for in a home?  (Check all that apply) *
Required
What is your preferred schedule for touring properties? (check all that apply) *
Required
Have you been pre-approved by a lender? *
What is your desired monthly mortgage payment? *
At that time of your mortgage application, how much in verifiable funds, will you have towards your down payment, closing costs, and escrow items (inspection/appraisal)? *
Are you a veteran or receiving VA benefits?
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Congratulations!  You are taking the first steps necessary towards home ownership!  The lending piece is usually one of the first steps.  Just so you are prepared, your lender will most likely ask for paycheck records, tax return transcripts, bank statements, and proof of any other income. Please state below any questions/concerns you have for us.  Thank you for taking the time to complete this form for us!
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