Buyer Intake

The more I know, the less time we waste.

This form is the homework that keeps showings honest. Fill in what you can — the rest we'll work out on the call. There are no wrong answers, and nothing here is binding.

If a question doesn't fit your situation, skip it. If something needs more room than the box, dump it in the notes at the bottom.

Time ~ 8 minutes

Privacy Goes only to me

Required Just name, phone & email

01 The basics who's looking, where to reach you

First name*

Last name*

Phone*

Email*

Co-buyer or partner name(if any)

Children's names & ages(helps when school districts matter)

Current address(city & state is fine)

Currently you...

Own Rent

Preferred contact method

Best time to reach you

02 Financial & timing numbers stay private

How long have you been looking?

When do you want to move?

Type of financing

Pre-approved or working with a lender?

Yes No

Preferred lender(if you have one)

Price range(target)

Down payment available

Sales contingency on a current home?

Yes No Maybe

03 Property criteria the actual house

Square footage

Minimum

Preferred

Lot / land(if it matters)

Bedrooms

Minimum

Preferred

Bathrooms

Minimum

Preferred

Style of home

Age of home

Levels / layout

Basement / garage needs

Locations & neighborhoods*

Schools / districts that matter

Must-haves & deal-breakers

04 Anything else tell me what I'm missing

Notes for Ingmar

Goes straight to Ingmar. Never shared, never sold.

Got it — thank you.

Your intake is on its way. I'll read through it before our first call so we can get straight to the good part. If anything's urgent, I'm at (610) 908-9572.