Pre-Buyer Checklist

Middle Name

Legal name

Email Address

Best Phone Number to Reach You

Current Mailing Address

Was There Someone Who Referred You to Me?

Which of These Best Describes You?

What is the ownership status of your current home?

If Renting, when Does Your Lease Expire? Is There Flexibility in Your Move out Date?

If you own your home, do you need to sell it before closing on your next home?

If there is a gap between your current and next home, do you have a temporary place to stay? (short term rental, with a family member/friend, hotel)

What is your timeline for finding your next home?

Will you be the sole purchaser OR is someone else involved in the financial and/or decision making process? If yes, what is that person’s name?

If the latter, what is that person’s name?

What property are you looking for?

What type of property are you looking for?

How many bedrooms are you looking for?

How many bathrooms are you looking for?

What property condition(s) are you comfortable purchasing?

Are there any other important aspects of your life your future home or property should support?

Are there any specific neighborhoods you are interested in exploring?

Have you already been pre-approved for a mortgage? If so, by which company?

How much would you be comfortable paying monthly? (with taxes, mortgage, insurance)

What price range are you looking in?

How much of a down payment are you considering?

Do you have any up-front budget/financial concerns?

Finally, are there any other questions or concerns you would like to discuss when we meet?

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Pre-Buyer Checklist

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