| YOUR CONTACT |
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Name: |
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Address: |
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City,St Zip: |
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Email: |
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Cell Phone: |
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Home Phone: |
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| SPOUSE CONTACT |
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Spouse Name: |
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Spouse Email: |
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Spouse Cell Phone: |
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| 1) YOUR SITUATION |
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Who is primary contact? |
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What is prompting your move?
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When do you need to be in your new home?
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How are you financing your home?
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Are you preapproved for a mortgage?
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What is your price range?
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Are you downsizing or upgrading your home?
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How many sq feet does your current home have?
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| 2) YOUR LIFESTYLE |
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Who will be living in the home you purchase?
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Will anyone else be spending more than an occasional overnight stay (i.e. parents)?
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Describe your lifestyle What do you enjoy doing at home? (i.e. Do you entertain frequently? How do you spend your time in the evenings and weekends?)
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Does your home need to accomodate any special needs?
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Do you have any pets? If so, how many? What kind? How big/weight?
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Is there anything I should know about your lifestyle that I have not asked?
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| 3) IDEAL LOCATION |
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Tell me about your ideal location
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Is commute time and distance important? If yes, what is your work address or general location?
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Do you have any children? If yes, how many and what age(s)?
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Are schools important?
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Is there a particular view you are seeking (i.e. marsh, river, ocean, lake/pond, golf, preserve, etc)
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| 4) YOUR NEW HOME - General |
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Do you have a preference for when the house was built?
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Do you want a house in move-in condition or are you willing to do some work?
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When people come to your home, what do you want your home to say about you?
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Do you want to have a swimming pool or hot tub?
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Are you looking for any specific structural feature (i.e. deck, dock, 3rd car garage, etc)?
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| 5) YOUR NEW HOME - Exterior |
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What type of home are you looking for (i.e. single-family, condo, townhouse, etc)?
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Approximately what size house are you looking for (sq footage)?
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How many stories?
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What size lot would you like?
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What architectural styles do you prefer?
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What type of exterior siding will you consider?
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Do you want a porch or deck?
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What are you looking for in terms of a garage? (i.e. # of cars, etc)?
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| 6) YOUR NEW HOME - Interior |
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What kind of style do you want the interior of your home to have (i.e. formal, casual, cozy, traditional, contemporary)?
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What kind of floor plan do you prefer (i.e. open, etc)
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In general, what are your likes and dislikes for the interior of your home?
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| 7) YOUR NEW HOME - Bedrooms |
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How many bedrooms do you need?
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How will each of those rooms be used?
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What are your preferences for the master bedroom?
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| 8) YOUR NEW HOME - Bathrooms |
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How many bathrooms do you need?
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What are your needs for each of the bathrooms?
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| 9) YOUR NEW HOME - Kitchen |
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What features must your kitchen have? (i.e. gas/electric, large, types of appliances, etc)?
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What finishes do you want? (i.e. countertops, flooring, appliances, etc)?
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What are your likes and dislikes for a kitchen?
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| 10) YOUR NEW HOME - Dining |
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Would you like the dining room to be part of the kitchen configuration?
What about the living room?
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Do you have to accomodate a specific dining room set? If so, what size?
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| 11) YOUR NEW HOME - Living/Family Room |
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Descirbe your likes and dislikes
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Do you want a fireplace?
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What size room(s) do you have in mind?
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What other room do you need or want?
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What else should I know about the inside of the house you are looking for?
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| 12) YOUR NEW HOME - Summary |
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What are the top 5 things your home MUST have?
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Beyond those 5 things, what are some things you want to have?
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If you could have something else, what would that be?
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If you could have one last thing to make this your dream home, what would that be?
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