~ HOME BUYER INTERVIEW ~
Please, use this form to
introduce yourself to me and my team.
All information provided is considered proprietary and is maintained in
the strictest confidence. This is for
OUR use only!
City: ________________________________ St: _______ Zip:
Home Phone: __________________________
His Work Phone: ________________________
Her Work Phone: ________________________
His Cell Phone: ________________________
Her Cell Phone: ________________________
Preferred Email Address: _________________________________
* * * * * * * * * * * * * * * * * * * * * * * *
* * * * * * * * * * * * * * * * * * * * * * * * * *
1.
Are you
working with a Realtor® now? _. If yes, have you signed “Buyer Agency
Agreement” with him/her? _ .
2.
What is your
idea of a great Realtor®?
Have you ever bought or sold a home before? . Was it with
a Realtor®? . Will you please take a moment to tell me how
you felt about your experience. (I want to make sure this experience is exceptional!)
3.
Are you paying
cash? ______. If so, I’ll need a letter
on bank letterhead signed by someone with the authority to state that you have
sufficient funds on deposit to make a purchase of $XXX. Will you please provide this for me before
we look at homes? _______. If you’re going to obtain a mortgage,
arranging financing is our most important task before we begin! If you
have a pre-approval letter from a lender you prefer, I’ll need that before we look at homes!
Will you please fax that to me at (919) 256-7723? _______. If you don’t already have that letter, may I
have our preferred lender contact you for a free pre-qualification now?
_______.
4.
What method of
communication do you prefer: Email ____ Telephone ____ Please tell us when and where you prefer to be
called, and/or NOT to be called.
5.
Would
you be interested in receiving new listings by email as homes meeting your
criteria come on the market?
_________________________________
6.
How soon do
you want to be settled into your new home?
__________________ Why are you buying now? ______________________
______________________________________________________________
How
long do you THINK you will be
staying in this next home? ______________________________________________________________
7.
Our home
search will take however long it takes, but, if we were lucky enough to find
the right home right away, is there anything that would prevent you from buying
right away? _____. If so, what? ______________________________
Is there anyone else involved in this decision with you?
_____. If so, whom?
_________________________________________. They will need
to accompany us on your home tours!
8.
Are you
participating in a corporate relocation? ________. If yes, I need to contact
your relocation counselor as soon as possible.
Please provide the person’s name, phone number and email address.
___________________
____________________________________________________________.
9.
Do you need to
sell your current home? _____. If so, may I refer you to a great Realtor® in
your area? _______. If you are leasing,
when does your lease expire? _______________. How much is your rent? ____________/month.
10.
In detail,
please try to describe your current home or apartment to me in your own words.
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
11.
Please
describe what you like and dislike most about your current home.
Like Most:
__________________________________________________________________________________________________________________________________________________________________________________________
Dislike Most:
__________________________________________________________________________________________________________________________________________________________________________________________
12.
Now, in
detail, please try to describe your next home to me. The more detail you provide, the better!
______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
13.
Please
describe what will be the most and least important about your new home.
Most:______________________________________________________________________________________________________________________________________________________________________________________Least:_____________________________________________________________________________________________________________________________________________________________________________________
14.
Where is your
workplace located now, or going to be located?
Your “significant other’s” workplace (if applicable)? What would you consider to be reasonable for
a drive-time to work? ______________________________________________________________
______________________________________________________________
15.
Please list
your wants and needs for the features listed below: _____
WANT NEED
#
Bedrooms ........................... …………
__________ ________
# Baths
….. ........................... ………… __________ ________
Parking
Facilities ................................. __________ ________
New or
Existing Home ......................... __________ ________
Maximum
Age of Home ........................ __________ ________
Floorplan
or Style .................................. __________ ________
House/Condo/Townhome........................ __________ _______
Minimum
Square Feet .............................. __________ ________
Exterior
Construction ............................ __________ ________
Waterfront/Water view
........................... __________ _______
On Golf Course ........................................ __________ _______
Golf Course View
..................................... __________ _______
Country
Club............................................. __________ ________
Other……….............................................. __________ _______
Other……….............................................. __________ _______
Other……….............................................. __________ _______
16.
Do
you have any special needs? (particular house of worship, medical care, special
education options, handicap accessible properties, special rooms, office in
home, particular neighborhoods, particular schools, etc): __________________________________________________________________________________________________________________________________________________________________________________________
17.
Is
there a particular area of town that you prefer? (i.e.- Morrisville,
Knightdale,
__________________________________________________________________________________________________________________________________________________________________________________________
18.
What
is your target price range? $_________________ to $_______________
19.
If
there is anything I have not addressed here that will help me understand your
“perfect home”, please discuss it here. ________________________
__________________________________________________________________________________________________________________________________________________________________________________________
20.
If
I do a great job for you, may I use you as a reference in the future? _______
21.
Although
it is optional, I ask that you list the date of birth for everyone in your
household so I can honor you on your birthday each year…“if it’s
important to you, it’s important to me!”
_____________________________________
____________________________________________________________________________________________________________________________
22.
If you’d
like to help me even more, please tell me a little about you and your family to
help me understand what activities you enjoy, what kind of neighborhood appeals
to you, what you like to do inside/outside your home in your spare time, what
kind of neighbors you like, etc. In other
words, anything that I have not already asked you think will help me understand
you, your wants and needs! ________________________________________________
____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
23.
I
am closely associated with a carefully selected group of business people that I
trust and respect. I can most likely
offer you a referral to someone for just about any need you may have. Before you resort to the Yellow Pages, please
ask me for a referral! Do you have any current needs? _________________
24.
I
am affiliated with an independent insurance firm and I'm able to offer you very
competitive rates on homeowners and auto insurance policies. Would you be interested in seeing if we can
save you some money with a free quote? _____
25.
Do
you have any recommendations on how I can improve this interview form or our
procedures in general? ______________________________________
____________________________________________________________________________________________________________________________