Seller Intake Questionnaire

Help me get your home ready to list and get you the best possible outcome.

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 payoff details separately and securely.

1. About You

Full legal name (as it should appear on listing docs)

Cell phone

Co-owner full legal name (if any)

Co-owner cell

Second email

Property address (the home you're selling)

Mailing address, if different from above

Best way to reach you

Call Text Email

Best days and times to reach you

How did you hear about me?

2. The Property

Bedrooms

Bathrooms

Square feet

Year built

Lot size (an estimate is fine)

Garage spaces

Stories

HOA dues (if any)

Current occupancy

Owner-occupied Tenant-occupied Vacant

If tenant-occupied, lease end date

If HOA, is it a mandatory HOA?

3. Condition & Upgrades

Overall condition

Excellent Good Fair Needs work

Roof age / last replaced

HVAC age / last replaced

Water heater age

Foundation: any known issues?

Recent upgrades (kitchen, baths, flooring, windows, paint, etc.) and approx. year

Known issues or repairs needed (be candid, this helps us price and disclose correctly)

Anything you love about this home that we should highlight in marketing

4. Why You're Selling

What's prompting the move?

When would you like to be closed by?

What happens if that date slips?

Buying another home too?

No Yes, already found one Yes, still looking Need to sell first

Any hard deadlines (job start, school year, closing on your next home, etc.)

5. The Money

Do you have a mortgage on this property?

No, owned free & clear Yes, one loan Yes, more than one

Lender name

Approx. loan balance

Are you current on payments?

Yes No Behind, working on it

Any second mortgage, HELOC, or liens?

Approx. balance, if any

Desired list price (your ballpark)

Minimum acceptable net proceeds

Repairs before listing

I'll make repairs first Prefer to sell as-is Open to either, let's discuss

Open to creative or seller-financing options (owner finance, lease-option, etc.)?

Yes No Maybe, tell me more

6. Showings & Access

Lockbox on the door okay?

Yes No Let's discuss

Pets on the property? Type and any notes

Notice needed before a showing

Best times for showings, and anyone else who needs to approve them (tenant, family, etc.)

Yard sign okay?

Yes No

Any privacy or security concerns (cameras, unlisted address in ads, etc.)

7. Marketing & Goals

What matters most to you?

Highest price Fastest sale Most convenient Balance of all three

Open to hosting an open house?

Yes No Maybe

Anything else about the neighborhood or community worth featuring

8. Our Agreement

I'll be putting real time into pricing this right and marketing it well. Two small favors:

1. If a buyer or another agent contacts you directly, send them my way so everything stays documented and protects you.

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

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

Seller signature (type your name)

Date

Co-seller signature (type your name)