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- Free Market Analysis
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Buyers
Communities
Sellers
- Marketing Plan
- Free Market Analysis
About Us
Contact Us

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Buyers
Communities
Sellers
- Marketing Plan
- Free Market Analysis
About Us
Contact Us

Menu

Buyers
Communities
Sellers
- Marketing Plan
- Free Market Analysis
About Us
Contact Us

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…and more!

Buyer Questionnaire

Thanks for taking the time to inform us a bit about yourself and what you're looking for in a home. This information will allow us to serve you in the most efficient and productive manner possible, so the more fields you fill out the better!

"*" indicates required fields

Step 1 of 5

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Your Name*

Your Email*

Spouse/Partner's Name (if applicable)*

Spouse/Partner's Preferred Email*

Spouse/Partner's Preferred Phone Number*

Who referred you to me? If you weren't referred, how did you hear about me?

What are the top three things you are looking for in the real estate agent you hire?

Getting to know you

Where do you currently live?

DOB

MM slash DD slash YYYY

Spouse/Partner's DOB

MM slash DD slash YYYY

What makes you want to buy a home right now?

If I asked your best friend to describe you, which of the following statements would they choose?

If I asked you to describe your spouse/partner, which of the following statements would you choose?

Who should we use as our main contact?

What are the best days and times for you to look at properties?

Tell is about your children/pets and any concerns regarding a successful move with them in mind.

My wife and I have had to move with small children, so we understand how complicated it can get.

Your New Home

Now that I know you a little better, tell me what you are looking for in a home.

No. of Bedrooms

No. of Full Bathrooms

No. of Half Bathrooms

Yard Size (in acres)

Square Feet

Now, describe your ideal home (floor plan, decor, yard, style, features).

What specific neighborhoods, communities or areas do you have in mind?

What attracts you to these areas?

Understanding your ideal home is important, but what are five "MUSTS" for you?

Any must NOTs?

The three most important factors when buying a home are location, size, and condition. Of these three, which do you think will be the biggest factor in your purchasing decision?

Why?

Have you done any research on your own? What specifically?

(Open houses, online browsing, etc)

Have any specific homes caught your eye?

If so, please list the properties (address or MLS#)

How can we make this process as smooth as possible for you?

Everyone knows someone that has been through this process before, and it seems that the bad stories always travel faster and further than the good. It is my goal to create a seamless and enjoyable experience for you and your family.

Based on past experiences or what you've heard from others, what are your biggest fears or concerns regarding the home buying process? And what can I do to make this as stress-free as possible for you?

What is your time frame for moving?

What will you do if you don't find a home within that time frame?

Have you previously owned a home or other real estate?

Yes

No

Do you currently own a home?

Yes

No

If yes, do you need to sell it first?

Yes

No

Do you understand how the agent who helps you find and purchase a home is paid?

Yes

No

Let's talk about money

Money is a big deal, especially when it comes to buying a home. After all, for most people, this is the single biggest asset they own, and the biggest debt they ever incur. My job is to help you get the answers you need to find the best house and to help that house fit in with the rest of your short and long term financial goals.

What is your minimum price?

What is your maximum price?

What is the absolute most you would consider spending if you found the perfect home?

Will you be making an all-cash purchase?

Yes

No

If no, how much money do you have set aside?

(for down payment and closing costs)

Do you know how financing a home works?

Yes

No

What is a comfortable mortgage payment?

What are your current housing expenses?

Are you familiar with the tax benefits of buying a home?

Yes

No

Do you have financing available through family, work, or other means?

Yes

No

If yes, please explain.

If you are seeking financing, have you spoken with a lender and been preapproved for a loan?

Yes

No

If yes, what is the maximum purchase price you are qualified for?

If you have not been preapproved for a loan, would you like us to recommend a mortgage representative who will preapprove you and review exactly what is needed to get the best rate and terms?

Yes

No

If already preapproved, please list the mortgage representative's name, phone number and email.

What other financial questions or concerns do you have?

Let's sit down for a chat!

Our next step is to set up a face to face meeting at my office in Brookline to discuss the best strategy to meet your goals.

When would you like to meet?

Is there anything else you would like me to know before we meet?

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Phone

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Ready to get started?

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Our Location

Gorfinkle Group, brokered by eXp Realty
1 Beacon St
15th Floor
Boston, MA 02108

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