Buyer Intake

Buyer Information

Primary contact required; add co-buyer if applicable.

Primary Buyer – Full Name(Required)

Primary Email

Primary Phone

Current Mailing Address

Co‑Buyer – Full Name

Co‑Buyer Email

Co‑Buyer Phone

Representation & Contacts

Are you currently represented by an agent?

Agent Name

Lender Name

Lender Company

Lender Phone

Lender Email

Pre-Approval on File?

Financial

Price Range – Min ($)

Price Range – Max ($)(Required)

Down Payment %

Loan Type

First-Time Buyer?

Using Gift Funds?

1031 Exchange?

Have a home to sell first?

Earnest Money Source

Comfortable Monthly Payment ($)

Timing

Target Closing Date

Current Lease End (if renting)

Urgency

Search Criteria

Tell us what you're looking for.

Primary Areas / Cities(Required)

Neighborhoods or Subdivisions

Beds

Baths

Minimum Square Feet

Lot Preferences

Minimum Year Built

School Preferences

HOA/Regime Tolerance

Pets & Requirements

Must-Haves

Nice-to-Haves

Deal Breakers

Inspections & Vendors

Preferred Inspector

Preferred Closing Attorney

Preferred Title Company

Interested in a Home Warranty?

Showing & Communication

Typical Showing Availability

Commute Considerations From

Work From Home?

Preferred Communication Method

Uploads

Pre-approval letter, proof of funds, or ID (names only shown locally)

Upload files

Drop files here or

Max. file size: 128 MB.

Authorization & Acknowledgment

Consent (required to submit)(Required)

I certify the information provided is true and complete to the best of my knowledge and authorize the receiving agent/team to use it for home search and offer preparation.

Typed Signature(Required)

Date(Required)

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Real Estate Buyer Information Sheet