Buyer Intake Questionnaire

Help me set up your search and your paperwork the right way.

Fill out what applies, skip anything you're not sure about, and hit submit when you're done.

Please don't include account numbers or Social Security numbers. We'll handle proof of funds separately and securely.

1. About You

Full legal name (as it should appear on the contract)

Cell phone

Co-buyer full legal name (if any)

Co-buyer cell

Email

Second email

Current address

Best way to reach you

Call Text Email

Best days and times to reach you

How did you hear about me? Anyone I should thank?

Anyone else helping make this decision? Name and relationship

2. Your Move

When would you like to be moved in?

What happens if that date slips?

What's bringing you to the San Antonio area, or to a new home?

Moving from (city and state)

Employer or business in the area (optional)

Your current home

Own Rent Other

If you own

Keeping it Selling it Renting it out Not sure yet

Selling your current home? I can connect you with a trusted teammate in that area so all sides are lined up.

If renting, when does your lease end?

Who will live in the new home? (for bedroom/layout needs)

Pets? Type and how many

Any accessibility or special layout needs?

3. The Home

Price range: from

to

Bedrooms

Bathrooms

Stories

1 story 2 story Either

Square feet

Garage spaces

Lot size

Built in or after (year)

Max drive time to work or school

Style or type

HOA

No HOA HOA is OK Depends on the dues

Your top 3 to 5 MUST HAVES

Nice to haves

Deal breakers (anything that is an automatic no)

4. Areas + Schools

Areas or neighborhoods you like so far

Areas you want to avoid

Places you need to be close to (work, family, church, etc.)

Specific schools or districts you want to be near

5. The Money

How are you paying?

Cash Loan Some of both Not sure yet

Cash buyers: listing agents will ask for proof of funds with any offer. Having it ready lets us move fast.

If cash: where are the funds coming from? (general, no account numbers)

Date proof of funds will be ready

If loan: lender name and phone

Pre-approved? (Yes / No / Working on it)

Down payment you plan to put toward the home

Comfortable monthly payment range

Would you like an introduction to a trusted local lender?

Yes No Maybe, for a second opinion

Anything we should plan for?

How will you take title?

6. Your Search So Far

How long have you been looking?

Seen anything you liked? Where?

Are you working with or signed with another agent?

No Yes, talking with one Yes, signed an agreement

On a scale of 1 to 10, how ready are you to buy?

What would make it a 10?

Anything else you want me to know? Your story, your worries, your wish list.

7. Our Agreement

I'll be putting real time into setting up your search. Two small favors:

1. If you see a home you like, even one listed with another agent or for sale by owner, call me first. I'll get you the details or set up a showing, and you won't have to deal with other salespeople.

2. If anything changes with your plans or our appointments, just give me a quick call or text.

Your information stays private and is only used to help you find and buy your home.

Buyer signature (type your name)

Date

Co-buyer signature (type your name)