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Buyer Intake Form
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Email
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Your email
First and Last Name:
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Your answer
Email:
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Your answer
Phone Number:
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Your answer
Current Address:
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Your answer
Names and ages of family members and/or pets living with you:
Your answer
Are there any other decision makers for this purchase outside of who you have already listed who will be a party to this transaction? If so, who, and what are their names?
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Your answer
Ideal budget:
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Your answer
Will you be paying cash for this home or will you be getting a loan? If getting a loan, do you have a pre-approval completed? Do you have a lender or do you need to be connected with one? Are you open to chatting with other lenders for a second opinion or to shop out rates?
Your answer
Geographic area(s) you are interested in searching in and why these areas are interesting to you (or, alternatively, what do you know about Aspen / Roaring Fork Valley area neighborhoods and do you need any neighborhood exploration resources from me to help you identify your ideal location?)
Your answer
Ideal timeline: when do you want or need to close by?
Your answer
What is your current living situation like now?
Your answer
Do you own your current home?
Your answer
If so, how long have you owned it?
Your answer
Do you need to sell in order to buy? Are you going to be contingent, or are you willing to sell your current home and close before purchasing your next home?
Your answer
If you are selling your home, do you need assistance in identifying an agent in your area who can help with the home sale?
Your answer
Please tell me more about your current living situation or home and what you like and don’t like about it:
Your answer
How many homes have you owned in your lifetime?
Your answer
If or when you purchased your current home, what was the process you used to find that home?
Your answer
How did you start looking?
Your answer
How long did it take you to find the home?
Your answer
How did that process work for you? What was your experience like?
Your answer
Is there anything you would like to change on this purchase?
Your answer
Ideally, if you could have this next home purchase go just the way you want it to, what would that look like for you?
Your answer
Are you familiar with how real estate works in the State of Colorado? How familiar are you with the buying process?
Your answer
How long have you been living in Colorado? Have you lived in Colorado before or is this your first time exploring the state?
Your answer
Are you familiar with current market conditions?
Your answer
What are your Top 3 “Wants” in buying your next home?
Your answer
What are your Top 3 “Needs” in buying your next home?
Your answer
What are your Top 3 “Dealbreakers” when searching for your next home? (Ex. If it has these elements, I don’t even want to look at it)
Your answer
WHY do you want to purchase this home? What is the intended use and purpose of this home? How long do you want to ideally be in this home? Why are the features you mentioned above important to you?
Your answer
Are there any examples of homes currently on the market or that were previously on the market that are examples of what you are looking for? If so, please provide the example links below. What about them caught your eye?
Your answer
Just to give me an idea of where you are at in your buying process, on a scale from 1-10 (with 10 being you are just starting the process and 10 being you would like to find a home today), where would you rate yourself?
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10
Clear selection
What would have to happen for you to be a 10?
Your answer
Please tell me a little more about yourself. What are your hobbies and interests, what do you do in your spare time, what do you do with your time, what are some of your favorite types of gifts to receive?
Your answer
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