first-time home buyer Pre-Qualification Questionnaire

As your professional realtor, I’m here to help guide you through the exciting journey of purchasing your first home. To ensure we’re on the right path, I need to gather some key information about your goals, financial situation, and home preferences. This will allow me to tailor the home search to your specific needs and ensure a smooth process. Please take your time to read and think through these questions:

• Full Name(s):
• Phone Number(s):
• Email Address:
• Current Address:
• Preferred Communication Method: (Call, Text, Email)

• What is motivating you to buy a home? (First home, investment, family expansion, etc.)
• What are your top priorities in a home? (Location, size, style, etc.)
• Do you have a specific timeframe in mind for purchasing? (ASAP, 1-3 months, etc.)
• Are you planning to live in the home long-term or do you see it as a stepping stone?

• Have you been pre-approved for a mortgage? (Yes/No)
• If yes, what is your pre-approval amount?
• If not, do you need recommendations for lenders? (Yes/No)
• What is your price range for purchasing a home?
• How much have you saved for a down payment?
• Do you have funds for closing costs?
• What is your current credit score? (Optional, if comfortable sharing)
• Do you have any existing debt that could affect your loan approval? (Yes/No, if yes, please specify)
• Are you planning to use any down payment assistance programs? (Yes/No)

• What type of home are you looking for? (Single-family, townhouse, condo, etc.)
• Preferred Location(s) or Neighborhood(s):
• Number of Bedrooms/Bathrooms Desired:
• Approximate Square Footage Preference:
• Are you open to homes that need renovations? (Yes/No)
• Any must-have features? (Pool, garage, office space, open floor plan, etc.)
• Preferred Style of Home? (Modern, traditional, contemporary, etc.)
• Is being close to schools, parks, or public transit important to you? (Yes/No)

• Do you currently own or rent your home? (Own/Rent)
• If renting, what is your lease expiration date?
• Do you have any pets? (Yes/No)
• Are there any specific features or concerns regarding your current living situation that you want to avoid in your new home?

• Do you plan on using a traditional loan, FHA, VA, or other financing options?
• Have you saved for a down payment? If yes, how much?
• Will your down payment come from savings, gifts, or other sources?
• Are you open to a 30-year mortgage, or would you prefer a shorter term?
• Do you need assistance in understanding mortgage options? (Yes/No)

• When would you like to close on your new home?
• Do you have any flexibility in your move-in date? (Yes/No, please specify)
• Will you be relocating from out of state or within the area?
• Do you need to sell your current home before buying? (Yes/No)

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• Who else will be involved in the decision-making process? (Partner, family members, etc.)
• How soon after viewing homes are you comfortable making an offer?
• What are your top three priorities when choosing a home? (Location, price, size, etc.)

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• Have you worked with a real estate agent before? (Yes/No)
• What are your expectations from me as your realtor?
• Are you currently working with another agent? (Yes/No)
• What is your preferred method for receiving property updates? (Email, text, phone call, etc.)

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• Is there anything else I should know to better assist you?
• Do you have any concerns or questions about the home-buying process?

Thank you for taking the time to think about this questionnaire! Your answers will help me understand your needs and preferences, ensuring that I can guide you to the best homes within your budget and timeline.