Buyer Questionnaire
Thank you for choosing me as your realtor! Buying a home is one of the most exciting milestones in life, and I’m here to guide you every step of the way. This questionnaire is designed to help me understand your unique needs, preferences, and priorities so I can find the perfect home for you. Whether you’re a first-time buyer or looking for your dream home, I’m dedicated to making the process as seamless and enjoyable as possible.
Personal Information
Name *
Email *
Address *
Phone number *
Do you currently have an active representation agreement with another real estate agent or broker? *
Required
Financial & Legal Information
No worries if you’re unsure about any of these questions! The goal of this questionnaire is to help identify potential challenges and guide you toward the right resources. If you don’t know the answer, respond with 'Not sure'—Let's walk through the process together.  
Have you been pre-approved for a mortgage? If yes, what is your budget range? *
How's your credit score?  *
Required
Do you have a specific down payment amount or percentage in mind? *
How much have you budgeted for your home purchase, including closing costs? *
Do you have funds set aside for a down payment and earnest money deposit? *
Are there specific lenders or financial institutions you’re working with? *
Have you served in the military, or are you a veteran or active-duty service member? *
Required
Do you plan to purchase a home in a rural area or small town? *
Required
If maybe, please elaborate. (If this does not apply, type N/A) *
Are you currently renting, or have you rented for an extended period before considering buying a home? *
Required
If you are renting, when does your lease end? (If this does not apply, type N/A) *
Have you bought a home before?  *
Required
If yes, what was your experience like? (If this does not apply, type N/A) *
If no, have you explored assistance programs for first-time homebuyers or down payment assistance? (If this does not apply, choose N/A) *
Required
Do you have any legal issues, liens, or judgments that could affect your ability to buy a home?
 *
Location & Preferences
What areas/neighborhoods are you considering? If you know the zip codes you'd like to stay in, please list those. *
How important is proximity to work/school/shopping/public transit? *
Are school districts a priority? (If yes, specify preferred districts.) *
Deal Breakers:
Are there specific features or conditions you would NOT accept? (e.g., no HOA, no fixer-uppers) *
Are there any neighborhoods or areas you want to avoid? *
Home Features:
What type of home are you looking for? (Single-family, townhouse, condo, etc.) *
Number of bedrooms/bathrooms needed: *
Must-have features (e.g., garage, backyard, open floor plan, pool): *
Desired home style (modern, traditional, ranch, etc.): *
Any accessibility requirements? (e.g., wheelchair access, single-story living) *
Lifestyle Considerations:
Do you need space for hobbies or activities (e.g., home office, gym)? *
Do you have pets? If so, what type and how many? *
Do you plan on hosting guests often? (e.g., need a guest room) *
Timeline and Availability:
Why are you looking to buy a home right now? *
What is your ideal move-in date? *
Are there specific days/times you are available for showings? *
Are all the decision-makers involved in this process available for home tours and negotiations? *
Required
Motivation
Have you been searching for homes for a long time? If yes, what has kept you from buying? *
Are you buying with a partner or investors? *
Are you planning to rent or flip the property? If so please elaborate and fill out the "Investor Questionnaire" found here: https://forms.gle/ECRmjoiPvfM6jGew7  *
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