Home buyer Pre-Qualification Questionnaire

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.

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

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• 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)

• 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)

• 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.)?

• 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?

• 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?

• 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.