Buyers Needs Assessment – SF Bay Area

Middle Name

First Name

Last Name

Phone

Property Address

Company Name

Job Title

Preferred method of contact

Birthday

Name and relation of other decision makers, if any.

Is there another buyer in this transaction? If yes, please add the name of the other buyer.

How many others will be living with you?

Do you have any children or plan to have some?

Do you have any pets or plan to get some?

Does anyone have any special needs to consider?

Are you working with an agent currently?

Who is the agent on the team you have been in contact with?

How would you describe your ideal real estate agent?

Do you own or rent your current home?

Are you currently pre-approved for financing?

What is your price range?

How much do you have for a down payment?

When are you looking to move?

How long have you been looking?

What are your reasons for moving?

What are your real estate goals for this property?

If we find the right property, are you prepared to make a decision immediately?

How did you hear about us?

Please let us know some details of how you found us

What type of property are you interested in?

What property condition are you looking for?

Please elaborate on your preferred property condition

Number of bedrooms

Number of bathrooms

List three features that are must-haves for your home

List any deal breakers--your home cannot have these

List any features/amenities that your neighborhood must have

What neighborhoods and cities are you interested in?

How do you celebrate successes?

Is there anything else you'd like to share?

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Contact Details

Level Up Group

Phone

(415) 713-9705

[email protected]

Address

3512 16th Street San Francisco CA 94114

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Middle Name

Name

Phone

Message

I agree to be contacted by David Juarez via call, email, and text for real estate services. To opt out, you can reply 'stop' at any time or reply 'help' for assistance. You can also click the unsubscribe link in the emails. Message and data rates may apply. Message frequency may vary. Privacy Policy.

Comprehensive Buyers Needs Assessment Form

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