Real Estate Questionnaire For Buyers PDF Details

Finding a new home can be an exhilarating yet daunting process for buyers. A crucial tool in this journey is the Real Estate Questionnaire For Buyers form, designed to streamline communication between buyers, real estate agents, and lenders. This detailed form collects vital information, beginning with basic contact details and extending to more personal and financial data such as social security numbers, employment, and annual income. It inquires if buyers are venturing into this investment solo or with someone else, their budget considerations, desired home features such as number of bedrooms, bathrooms, and specific preferences like location, style, or educational institutions nearby. Additionally, the form probes into buyers' financing methods, creditworthiness, and readiness to proceed with a purchase, asking about pre-approvals from lenders, tax filings, and the availability of bank statements or pay stubs. For those working with realtors, it requests details on the duration and any existing agreements. Finally, it touches upon the urgency of their move, their communication preferences, and how they were referred to the agent or lender, ensuring a tailored approach in the house-hunting process.

QuestionAnswer
Form NameReal Estate Questionnaire For Buyers
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesreal estate buyers questionnaire, buyer questionnaire and lead sheet, homebuyer questionnaire, home buyer questionnaire

Form Preview Example

Agent Assigned

Lender Assigned

Sent to Lead Manager

 

 

 

 

 

 

 

 

 

 

 

Date: _________________

 

 

 

 

 

 

Buyer Questionnaire Form

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address_____________________________

Address_________________________

 

___________________________________________

______________________________________

 

Home Phone

 

 

Home Phone

 

 

 

 

Work Phone

 

 

 

Work Phone

 

 

 

 

 

Cell Phone

 

 

 

 

Cell

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cell same as home

Yes

No

Cell same as home

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

E-Mail

 

 

 

E-Mail

 

 

 

 

 

 

 

 

 

 

 

 

 

Facebook____________________________

Facebook________________________

 

Date of Birth__________________________

Date of Birth______________________

 

SS#_________________________________

SS#____________________________

 

Employer____________________________

Employer________________________

 

Annual Income________________________

Annual Income____________________

 

Are you buying yourself or with someone else? __________________________________

Price Range_______________Monthly Pymt $___________________

# Bedrooms ____ # Baths _____ Basement _________ Garage ________ Fireplace _________

Any particular location? _________________________ Style?________________________

Desired Cities________________________________________________________________

Schools___________ _________

Tell me a little bit about your dream home?… _________________________________________

____________________________________________________________________________

____________________________________________________________________________

Will you be buying by yourself or with someone else?_________________________________

(add co-buyer’s information above)

 

 

 

 

 

 

 

 

 

 

Do you have a budget for monthly payments?

 

 

Yes

 

No

How much?______________

Will you be paying cash or will you be financing

 

 

 

 

 

 

 

Cash

 

Financing

 

the home?

 

 

 

Have you been pre-approved by a lender?

 

 

Yes

 

NO

 

 

 

 

 

 

 

 

Who did you speak with?____________________

 

 

 

 

 

 

When were you pre-qualified?________________

If you are not working with a lender currently, our lender partner will pull your credit report and will contact you to advise you on your purchasing power within the next business day. How

would you rate your credit?

Excellent

Good

Fair

 

Poor

 

 

Have you fled your taxes for the past two (2) years?

Yes

No

 

 

 

 

 

 

 

 

 

 

Can you provide us your bank statements for the past three (3) months?

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

Can you provide us your pay stubs from the past 30 days?

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Are you working with a REALTOR®?

Yes No

If so, How long?__________________

Have you signed an agreement?

Do you currently Own or Rent

 

Yes

No

 

 

 

 

Date: _________________

 

 

 

 

If own, is your home currently on the market?

 

Yes

 

No

If rent, when does your lease expire? _______________________________________________

How long have you been looking?__________________________________________________

Have you found anything you liked? ________________________________________________

What stopped you from buying it? __________________________________________________

How soon would you like to move? _________________________________________________

Just so I have a better idea of how to help and follow up with you, on a scale of 1 to 10 1 meaning you’re in no particular hurry an 10 meaning you want to buy a home this week – how

would you rate yourself?

1

 

2

 

3

 

4

 

5

 

6

 

7

 

8

 

9

 

10

What would it take to move you to a 10?_____________________________________________

When ready to move? 0-2 Months 3-6 months 6+ Months

What times are best for you to look at homes? ________________________________

How would you like us to communicate?

 

Phone

 

Email

 

 

 

 

 

First-time Homebuyer

Yes

No Investor

Yes

No

NOTES:_______________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

Referred by:

Flyer

Craigslist

Harmon

Sign

Homes & Land Home Buyer Seminar

 

 

Trulia

 

Zillow

 

 

Real Estate

Book

 

Internet

 

Referral

 

 

 

Other_______________________________

Invited to be a Friend on Facebook

Yes

No

How to Edit Real Estate Questionnaire For Buyers Online for Free

Our top level computer programmers worked hard to design the PDF editor we're excited to deliver to you. Our app makes it possible to quickly create real estate questionnaire for customers and will save you valuable time. You just have to comply with this guideline.

Step 1: The initial step would be to choose the orange "Get Form Now" button.

Step 2: At the moment you are on the file editing page. You can change and add text to the file, highlight words and phrases, cross or check certain words, insert images, insert a signature on it, get rid of unwanted areas, or take them out entirely.

You'll have to enter the following details to fill out the template:

real estate questionnaire for buyer fields to fill in

Put the required details in the EMail, EMail, Facebook Facebook, Date of Birth Date of Birth, SS SS, Employer Employer, Annual Income Annual Income, Are you buying yourself or with, and Will you be buying by yourself or part.

step 2 to completing real estate questionnaire for buyer

The program will request data to instantly submit the section Will you be buying by yourself or, and Are you working with a REALTOR Yes.

Completing real estate questionnaire for buyer stage 3

As part of field If own is your home currently on, Date, Just so I have a better idea of, What would it take to move you to, When ready to move Months, What times are best for you to, and How would you like us to, indicate the rights and obligations.

stage 4 to completing real estate questionnaire for buyer

Complete the document by analyzing these fields: Firsttime Homebuyer Yes No NOTES, Investor Yes No, Referred by Flyer Homes Land, Home Buyer Seminar, and Invited to be a Friend on Facebook.

real estate questionnaire for buyer Firsttime Homebuyer  Yes  No NOTES, Investor Yes No, Referred by  Flyer  Homes  Land, Home Buyer Seminar, and Invited to be a Friend on Facebook fields to fill

Step 3: When you are done, choose the "Done" button to upload the PDF form.

Step 4: Get a duplicate of every single form. It could save you time and allow you to refrain from concerns later on. By the way, your data is not used or checked by us.

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