__________ Homeowner's Manual
mindful homeownership
Home buyer Pre-Qualification Questionnaire
This article is for informational purposes only and does not constitute financial, investment, legal or medical advice. Please consult a licensed professional for personalized guidance.
As a licensed resale realtor, my goal is to ensure a smooth, strategic, and successful home-buying experience for you. To best represent your interests, I need to understand your financial situation, home preferences, and overall goals. Please take a few moments to think about the following questions.
1. Personal & Contact Information
- Full Name(s):
- Phone Number(s):
- Email Address:
- Current Address:
- Preferred Communication Method: (Call, Text, Email)
2. Home Search Criteria
- Are you a first-time homebuyer? (Yes/No)
- Preferred Location(s) or Neighborhoods:
- Desired Home Type: (Single-Family, Condo, Townhome, Multi-Family, etc.)
- Number of Bedrooms/Bathrooms:
- Approximate Square Footage Preference:
- Lot Size Preference:
- Must-Have Features: (Pool, Garage, Open Floor Plan, Office, etc.)
- Preferred Style: (Modern, Traditional, Contemporary, etc.)
- Are schools an important factor in your decision? (Yes/No)
- Are you open to homes that need renovations? (Yes/No)
- Do you have any specific accessibility needs? (Yes/No, please specify)
3. Financial Readiness & Pre-Approval
- Have you been pre-approved for a mortgage? (Yes/No)
- If yes, what is your pre-approval amount?
- Name of Lender & Loan Officer Contact Info:
- If not, do you need recommendations for lenders? (Yes/No)
- What is your price range?
- How much do you plan to put down as a down payment?
- Will this be a cash purchase or financed?
- Are you relying on the sale of your current home to purchase? (Yes/No)
4. Timing & Motivation
- What is your ideal timeframe to purchase a home?
- Do you have a lease or home sale that affects your move-in date? (Yes/No, please specify)
- What is your main reason for purchasing? (Investment, Upgrade, Relocation, First Home, Downsizing, etc.)
- Are there any external factors affecting your purchase (job relocation, family changes, etc.)?
5. Decision-Making Process
- Are there other decision-makers involved? (Spouse, Partner, Family Member, Investor, etc.)
- How do you prefer to receive property updates? (Email, Text, Online Portal, Phone Call)
- How soon after seeing a home are you comfortable making an offer?
6. Working with a Realtor
- Have you worked with a realtor before? (Yes/No)
- Are you currently working with another agent? (Yes/No)
- What are your expectations of me as your real estate agent?
7. Additional Notes
- Are there any specific concerns or questions you have about the buying process?
- Is there anything else I should know to better assist you?
Just take your time to think about these questions deeply. To prepare yourself to a Buyer role takes some time, and this is totally fine. The answers you provide will help me tailor the home search to your needs and ensure a smooth transaction.
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