Buyer Intake Form

Start your home search with a clearer plan

This page is designed to help me understand exactly what you are looking for, what matters most to you, and how I can guide you strategically from the very beginning.

The more detail you share here, the more focused, efficient, and tailored I can be when identifying the right opportunities for you.

Clearer Search
Helps narrow the right homes faster and with less guesswork.
Better Guidance
Lets me advise you based on your real goals, priorities, and timing.
Smoother Process
Creates a more organized and confident start from day one.
What this helps with

A smarter first step for serious buyers

  • Clarifies your ideal home, location, and price range
  • Identifies deal breakers and true non-negotiables early
  • Builds a stronger search strategy from the start
  • Improves showing efficiency and listing selection
  • Helps me guide timing, financing, and next steps more clearly

Before we start touring homes, let’s get aligned

Most buyers do not need more listings. They need a clearer process, stronger guidance, and a better understanding of what truly fits their goals. This questionnaire helps me build that with you from the start.

Buyer Intake Form

Tell me what you’re looking for

Once submitted, this questionnaire will be sent directly to me so I can review it and tailor your search around your goals.

1. Contact Information

2. Timing

3. Your Search So Far

4. Property Goals

5. Your Why Behind the Move

6. Location Preferences

7. Must-Haves and Nice-to-Haves

8. Trade-Offs & Flexibility

9. Financing and Readiness

10. Financial Comfort & Strategy

11. Lifestyle and Decision-Making

12. Decision Style

By submitting this form, you are giving me the information I need to better understand your goals and guide your search more strategically.