READY TO BUY QUESTIONNAIRE

Ready to Buy? We are thrilled to have the opportunity to help you buy your next home. Please fill out this survey so we can be educated on how to best serve you before we meet with you in person or chat via phone/Zoom. Thank you!

Name(required)

Do you have a nickname you prefer to be called instead of your legal name? If so please share that with us so we can address you in the manner you like to be addressed.

Email(required)

Phone(required)

How did you hear about us?

Which agent have you been in contact with?

Judy Ha Other

If you were referred by someone, can you tell us that person's name so we can thank them?

What are the top three things you look for in a real estate agent?

Why do you want to move to a new home?

If you're currently renting, when is your lease up? (exact date please)

If you're currently renting, do you want some overlap between when your lease ends and you move into your new home or do you want to move right from one property into the other?

When would you like to move into your new home?

Do you currently own a home? If so, do you need to sell it first? And, is it on the market?

Do you understand that there is no cost to you to work with a Realtor and that we are paid by the seller of whatever home you choose to purchase?

Yes No

For showings, you will need to drive on your own and meet us at the properties. Are you ok with this?

Yes No

What are the best days and times for you to look at properties?

How much time do you need at each property during showings?

5 minutes or less 10-15 minutes 15-30 minutes 30 minutes +

General Information: Tell us a little bit about yourself

Current home address

Name of employer

Office address

Preferred email

Preferred phone number

What is your Instagram handle? We like to post congrats on your new home, etc.

What is your Facebook name? We like to post congrats on your new home, etc.

Do you prefer communication be done via email, text or phone?

Email Text Call Other

For work do you…

Work from home Take public transportation Drive Other

If you take public transportation to get to work is there a certain bus line, Metro you need to be near?

If you take public transportation how long of a walk are you comfortable with?

Date of birth (may omit year)

Name of significant other (if applicable) – preferred and legal

Significant other's preferred pronoun

Significant other's preferred email

Significant other's preferred phone number

Significant other's occupation

Significant other's employer

Significant other's office address

Significant other's Date of Birth (may omit year)

For work does your significant other…

Work from home Take public transportation Drive Other

If your significant other takes public transportation to get to work is there a certain bus line he/she/they need to be near?

Who should we use as our main contact?

Will there be anyone else (besides a significant other) helping you with your home buying search or offering their opinion on which property you end up buying?

Do you have any kids or any plans to have kids soon? If you currently have kids, how many and their ages?

If you have kids or are planning to have kids, is school district a factor in your decision making process? If so, please let us know if there are particular schools you're interested in living by?

Will anyone else be living with you such as a roommate, spouse, kids? If so, whom and will they be part of the decision making process?

When making decisions or do you rely on your gut/intuition or need a lot of info?

A lot of info Gut/intuition

Do you make decisions quickly or do you prefer to take time to think things through?

Quickly Think it through

Your New Home: Tell us what you’d like in your new home

What is your intention with the property after you purchase it (for example live in it, rent it out, airbnb the property, live/work space, etc)?

If you plan to operate a business out of the space in addition to living in it, what kind of business are you in so we can see if the zoning/HOA allows for a business to be operated out of a residential property?

How long do you anticipate owning the property?

If you are planning to live in the property, do you want to be able to rent it out when you're done living there?

Yes No Maybe

If you answered yes or maybe, is being able to rent the property out a deal breaker for you?

Yes No Maybe

Anything else we should know about your short or long term plans for the property?

# of bedrooms desired

# of FULL bathrooms

# of HALF bathrooms

Are you looking for a condo, single family home, or multi family building?

If looking for a condo, do you prefer a high rise building, medium rise building or low rise building (under 4 floors)?

Do you have a minimum amount of square feet required?

Do you like open concept floor plans or do you like the kitchen, dining and living spaces to be separate rooms?

Do you prefer more modern construction or vintage properties?

Is parking a requirement?

Do you own a car? If so, how many?

If parking is a requirement, is a garage space a deal breaker or are you ok with an exterior uncovered space?

Having a garage space is a deal breaker Garage is preferred, but a covered exterior spot would be ok Garage is preferred, but an uncovered exterior spot would be ok No preference – either garage or exterior is ok as long as there's a designated parking space for the property Other

Is central AC a requirement?

Yes No Maybe

Is outdoor space a requirement?

Yes No Maybe

What kind of outdoor space would you like? How big? What do you want to put there?

Is in-unit laundry a requirement?

Yes No Maybe

What size bed do you need to fit in the primary bedroom?

Do you need a lot of closet space in the primary bedroom?

Is an en suite (attached) primary bathroom in the primary bedroom a deal breaker for you?

Do you need a dedicated office space with a door you can shut so you can work from home?

If you are looking for a property with more than one bedroom, what will you use the other bedrooms for (ie. guest room, kids rooms, office, workout room, etc).

If you are looking for a property with more than one bedroom, do all of the bedrooms need to be on the same floor?

Do you prefer bigger living spaces such as the dining room and living room or do you prefer bigger bedrooms?

Do you cook a lot? Is a nice kitchen important to you?

What color kitchen cabinets and counters do you like? Describe an ideal kitchen?

Do you entertain a lot? Do you need a big dining table (if so how many people does it need to fit)?

Do you prefer carpet or hardwoods in the property?

Do you need a lot of closet/storage space?

Do you have any hobbies that need a lot of space (ie. woodworking, fixing bikes, etc)?

Is having a fireplace important to you? If so, do you prefer gas or wood burning?

Please list any must haves that are deal breakers

Please list any items on your wish list which aren't deal breakers

Please list any items you don't want/like in properties

Do you want a move in ready property or are you ok with a fixer upper?

Property must be move in ready A fixer upper is ok Other

If you're ok with a fixer upper what type of upgrades are you comfortable doing or hiring someone else to do?

Do you have any pets or plans to get pets?

Yes, Dogs Yes, Cats No Other

If you have pets: how many, what breeds, and how much do they weigh?

If buying a condo, do you have a preference for a first floor, penthouse, etc?

Please describe your perfect home (floor plan, decor, yard, style, features, etc) and anything else that is important to you.

What specific neighborhoods or communities do you have in mind? What attracts you to these areas?

The three most important factors when buying a house are: location, size, and condition. Which is the most important to you and why?

Have you done any research on your own? What specifically (open houses, Zillow, etc)?

If so, have any caught your eye? Please list the property address or MLS #.

Have you visited any properties in person?

Is there anything else we should know about what you're looking for in a home?

Let’s Talk About Money: Money is a big deal, especially when it comes to buying a home. After all, for most people, this is the biggest purchase they’ll make. With our trusted mortgage brokers, our goal is to help you find the best home in line with your short and long term financial goals.

Are you pre-approved?

Yes No

If YES – please list the mortgage broker's contact info (name, phone number, email).

If NO – would you like us to send you our recommended lenders?

Yes No

What is your minimum price?

What is your maximum price?

Will you be making an all cash purchase?

Yes No

If no, how much money do you have set aside for the down payment?

Is anyone giving you gift money to go towards your down payments or closing costs?

Yes No

Do you have a financial planner?

Yes No

If not, would you like a referral for a financial planner?

Yes No

Do you have an estate planning attorney?

Yes No

If not, would you like a referral for an estate planning attorney?

Yes No

Misc.

If you've purchased real estate before, were your experiences good or bad? Why?

What would upset you or make the home buying search process frustrating for you?

We strive to provide white glove service to every client. What would that look like to you in regards to your real estate transaction?

Is there anything else we should know about you?

We believe strongly in giving back, therefore, we donate a portion of each commission to either 1. local schools as we believe all kids should have access to a great education 2. local animal rescue groups as we are a team of dog and cat lovers or 3. a charity of your choice. After your transaction closes which group you would like our donation for your home purchase to be made to:

The local school in your new neighborhood Wags and Walks: the local animal rescue group we partner with A charity of your choice

If you choose "Other" for your donation, where would you like it made:

Is there anything you'd like to know about us or anything else you'd like to share with us?

The Fun Stuff: Tell us about YOUR favorite things. If you have a spouse/significant other you can use this page to share favorite things for both of you.

JUDY HA

READY TO BUY QUESTIONNAIRE

Like this:

JUDY HA

Share this:

Like this: