Name
*
First Name
Last Name
Email
*
How did you hear about Taylor Allen Properties?
Preferred Phone Number
Is this a home or cell phone number?
Current Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Birthday
MM
DD
YYYY
Spouse/Partner Name (if applicable)
First Name
Last Name
Spouses Preferred Email (if applicable and you wish for them to be included)
Spouses Preferred Phone Number (if applicable and you wish for them to be included)
Spouse/Partner's Birthday
MM
DD
YYYY
Who should we use as our main contact?
Please tell us your children's names and ages (if applicable) -- and pets, too!
Tell us a bit more about your home criteria
# of Bedrooms
# of Bathrooms
Square Feet
Yard Size (in acres)
Describe your ideal home (Floor plan, decor, yard, style, features) and anything else important to you.
Cont'd Ideal Home
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?
Cont'd
What makes you want to buy a home right now?
On a scale of 1-5, (1 being low and 5 being high) how would you rate your readiness level and level of urgency about buying right now?
What is your time frame for moving?
What will you do if you do not find a home within that time frame?
The 3 most important factors when buying a home are location, size, and condition. What do you think will be the biggest factor in your decision.
Location
Size
Condition
Why?
Have you done any research on your own? What specifically? (Open Houses, online browsing, etc.)
Cont'd
Have any specific homes caught you eye? If so, please list the properties (address or MLS#)
Cont'd
Have you previously owned a home or other real estate?
Do you currently own a home? If so, do you need to sell first and is it on the market?
What are the top 3 things you are looking for in the real estate team you hire?
Cont'd
Do you understand how the agent who helps you find and purchase your home is paid?
Tell us what you need! Would any of the following be helpful to you at this point in time?
Will you be making an all cash purchase?
Will this purchase be used as an investment?
Do you know how financing works?
Are you familiar with the tax benefits of buying a home?
Do you have financing available through work, family or other means? (Is someone gifting you funds?)
If yes, please explain.
Have you spoken with a lender and been pre approved for a loan?
If you have not already been pre approved for a loan, would you like us to recommend a mortgage representative who will pre approve you and review exactly what is needed to get the best rate and terms?
If already approved, please list the mortgage representative's name, phone number, and email.
Do you have any additional financial questions or concerns?
Our next step will be to set up a meeting with a team member at the office to discuss the best strategy to meet your goals. When do you typically prefer to meet?
What are the best times for you to look at properties?
Is there anything else you would like for us to know?
