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!

Which agent have you been in contact with?

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?

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

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

General Information: Tell us a little bit about yourself

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

For work do you…

For work does your significant other…

I would say I'm….

My spouse/significant other (if applicable) is

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

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

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

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?

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

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

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

Is central AC a requirement?

Is outdoor space a requirement?

Is in-unit laundry a requirement?

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

Do you have any pets or plans to get pets?

When would you like to start looking at properties?

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?

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

Will you be making an all cash purchase?

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

Do you have a financial planner?

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

Do you have an estate planning attorney?

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


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 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.