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Buyer Intake Form

When you visit a doctor's office that first time, it usually takes a while to fill out all those forms with your medical history, medications, surgeries, and medical conditions. But, by doing so, your doctor has much of the information he needs to best take care of you.

Well, the following form is certainly not as long as your doctor's. But by you being as thorough as possible, only this one time, we will be much better equipped to deliver our best VIP treatment that you deserve.

BUYER DETAILS

Buyer 1

First Name *

Last Name *

Phone *

Email *

Birthday

I always like to know what our clients do so that I can make connections with other clients who can help them reach their goals!

Occupation

Company

Buyer 2

First Name 2

Last Name 2

Phone 2

email 2

If you like presents, leave your birthdate here:

Occupation 2

Company 2

Are there any other indirect decision makers involved in your purchase? *

Mailing Address

Address

City

State

Postal code

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People"S Republic
Korea, Republic of
Kuwait
Kyrgyzstan
Land Islands
Lao People"S Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, The Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
No elements found. Consider changing the search query.
List is empty.

Lifestyle

How did you find us? *

Is this your first home purchase?

Yes
No
No elements found. Consider changing the search query.
List is empty.

Current living situation?

Renting with a lease
Owning and need to sell first
Living with family
This is a secondary/investment property
No elements found. Consider changing the search query.
List is empty.

What made you decide that this was the time to buy?

1 - 3 Months
3 - 6 Months
6 - 12 Months
No elements found. Consider changing the search query.
List is empty.

Ideally, when would you like to be getting the keys to your new home? *

Do you have any concerns about the home buying process that you’d like us to address?

What has your home shopping experience been so far?

Generally, when are you available to see properties?

Finances

What is your price point? *

How do you plan to purchase? *

Cash
Conventional
FHA
VA
Other
Unknown
No elements found. Consider changing the search query.
List is empty.

Downpayment

Lender you are planning to use *

Has your lender given you a mortgage estimate that shows your cash to close?

Yes
No
No elements found. Consider changing the search query.
List is empty.

Have you been re-approved for a mortgage? *

Yes
No
No elements found. Consider changing the search query.
List is empty.

Do you have a home to sell? *

Yes

Please upload your prequalification letter.

Uploading this will make our time together way more efficient so we can see the details of your loan.

Desired Property Details

How many bedrooms do you need? *

How many bathrooms do you need? *

How important is having a garage? *

Must have
Nice to have
No preference
No elements found. Consider changing the search query.
List is empty.

Any preference on the number of floors? *

I hate stairs and only want one story.
I am good with 2+ stories.
I don't have a preference.
No elements found. Consider changing the search query.
List is empty.

What type of property do you want? *

Single Family
Townhouse
Condo
Multifamily
No elements found. Consider changing the search query.
List is empty.

How comfortable are you doing work on the property?

I can do anything
I'll do cosmetic work (paint/replace carpet)
Im looking for something turnkey
No elements found. Consider changing the search query.
List is empty.

Any of these features important to you?

At least one bedroom has to be on the first floor
Private pool
Community pool
Fenced in backyard
Screened in area
Gated community
No elements found. Consider changing the search query.
List is empty.

Are there any specific neighborhoods, cities or schools that you’re focused on?

How do you feel about associations?

Absolutely not!
If it's reasonable, I'm not opposed.
I have no preference.
No elements found. Consider changing the search query.
List is empty.

Are you open to 55+ communities?

Yes
No
No elements found. Consider changing the search query.
List is empty.

Priorities

What are your absolute Must-Haves? (things that you don't want to waste your time seeing if missing) *

What are your Nice-To-Haves? (things that would be pleasant surprises but aren’t mandatory) *

What are your absolute dealbreakers? *

Is there anything else that you’d like us to know about your new property?

We recorded a Buyer Negotiation Workshop that will help you understand the negotiation process. This will help us make the process easier for you, show you how you’re protected and give you best practices since this is the largest asset you will likely ever own. Will you agree to watch it prior to our meeting?

Yes

If you are comfortable and confident during the consultation that we are the best agents to help you buy your new property, are you willing to sign an Exclusive Buyer Agency Agreement? *

Yes

After selecting "Submit" if if doesn't work, scroll up to see which required fields were not filled out and complete them; then select "Submit" again.

Please fill out this form to get Your Free Home Buyer Report

First Name *

Last Name

Phone *

Email *

Let's have 15-minute call

I'd love to meet you and understand your goals...

maybe I can help!

Schedule a Call with Kevin Darby Now

Kevin J Darby, Realtor

eXp Realty in Triangle Region of North Carolina

919-642-4112 / [email protected]