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Ready to Buy?
I am thrilled to have the opportunity to help you buy your next home. Please fill out this survey so I can be educated on how to best serve you before I meet with you in person or chat via phone/Zoom. Thank you!
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Your Legal Name
Your answer
Do you have a nickname you prefer to be called instead of your legal name? If so please share that with me so I can address you in the manner you like to be addressed.
Your answer
Your cell number
Your answer
Your home number
Your answer
Your work number
Your answer
What is your preferred phone number?
Cell
Home
Work
Other:
Clear selection
Your preferred email address
Your answer
Do you prefer communication to be done via email, text or phone?
Email
Text
Phone
Other:
Clear selection
Current Mailing Address
Your answer
Name of employer
Your answer
Occupation
Your answer
Office Address
Your answer
When you move, will you be working or retired?
Your answer
If you will be working, will you work from home or at an office?
Your answer
What is your Instagram handle? I like to post congratulations on your new home.
Your answer
What is your Facebook name? I like to post congratulations on your new home.
Your answer
Date of birth
MM
/
DD
Will there be anyone else (besides a significant other) helping you with your home buying search or offering their opinion on which property you end up buying?
Your answer
Do you have any kids or any plans to have kids soon? If you currently have kids, how many and their ages?
Your answer
If you have kids or are planning to have kids, is school district a factor in your decision making process? If so, please let us know if there are particular schools you're interested in living by?
Your answer
I would say I am (check all that apply)…
Straight to the point
Cautious
Methodical/Analytical
Social/Outgoing
An Introvert
When making decisions do you rely on your gut/intuition or need a lot of info?
Gut/intuition
Need a lot of info
Clear selection
Do you make decisions quickly or do you prefer to take time to think things through?
Quickly
Think things through
Clear selection
Do you currently own a home? If so, do you need to sell it first? Is it on the market?
Your answer
If you're currently renting, when is your lease up? (exact date please)
Your answer
If you're currently renting, do you want some overlap between when your lease ends and you move into your new home or do you want to move right from one property into the other?
Your answer
Have you previously owned a home or other real estate?
Yes
No
Clear selection
Why do you want to move to a new home?
Your answer
When would you like to move into your new home?
Your answer
What are the top three things you look for in a real estate agent?
Your answer
If you were referred by someone, can you tell me that person's name so I can thank them?
Your answer
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This form was created inside of Kathy Rukat Smith with Palmetto Coastal Homes.
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