Danielle Lazier

Buyer Worksheet

Thanks for your interest in working with us! Please complete this form so we can learn a little bit about you & your real estate goals. A copy of your entries will be sent to the email you entered upon completion. Thank you! Any questions, email or call anytime.

How many buyers will be involved in this transaction?
Buyer #1 Information
Name
First Last
Gender
DOB (Year Optional)
Email
Cell Phone
Home Phone
Home Address
Street Address City State ZIP Code
Company
Job Title
Office Email
Office Phone
Office Address
Street Address City State ZIP Code
Preferred Contact Method
Buyer #2 Information
Name
First Last

Gender

DOB (Year Optional)

Cell Phone

Home Phone

Home Address

Street Address City State ZIP Code

Company

Job Title

Office Email

Office Phone

Office Address

Street Address City State ZIP Code

Preferred Contact Method

Children/Dependents

Do you have any children or dependents?

Further Buyer Information

How Did you hear about us? Check all that apply:

Past Client Referral
Open House
Print Ad
Direct Mail
Blog
Website
Online Search
Social Media
Other

Please let us know the details of how you found us such as the specific person who referred you or the website, search engine, or mailer you saw. Thank you!

Are you working with another agent?

What qualities in a Real Estate Consultant are important to you?

Currently do you own or rent your home?

Must you sell before buying?

Are you currently preapproved for loan financing?

Anticipated Price Range

Down Payment/Savings

Gross Monthly Income (Optional)

Monthly Long Term Debt Payment (Optional)

Monthly Mortgage/Rent Payment

Will anyone else be helping you make this buying decision?

When do you ideally want to move?

What are your reasons for moving?

How long have you been looking?

If we find you the right property, are you prepared to make a decision now?

What are your long term real estate goals? For example, some people are looking to purchase a home and live in it forever, while others are interested in a "starter home" which will help them to afford their "dream home" down the road.

Buyer Home Search Information

What type of home are you interested in? Check all that apply.

Single Family Home
Loft
Condo
TIC
Multi-Unit
Move-In Condition
Cosmetic Upgrades OK

Other

Three features you must have in your new home

Three features you are willing to compromise on, if necessary

Bedrooms

Bathrooms

Which of the following do you want in a home? Check all that apply.

Other

Neighborhoods/Areas of Interest

Additional comments or things we should know

Danielle Lazier

Buyer Worksheet

Buyer #1 Information

Buyer #2 Information

Children/Dependents

Children/Dependents Information

Further Buyer Information

Buyer Home Search Information