Buyer Information Form

Section 1

Contact info

So I know how to reach you and at what time you actually want to talk.

First name *

Last name *

Phone number *

Email *

Preferred contact method

Text Call Email

Best time to reach you

Home address *

Where you currently live — this is how I confirm a serious buyer and send you accurate local market info.

City *

State *

ZIP code *

Section 2

Search area

Where are you focused? Pick all that apply.

Towns / areas you’re looking in

If “Other”, where?

Are you specifically looking for lake access / lake community / waterfront?

Yes No Maybe

Are you open to surrounding towns if the right property comes up?

Yes No Depends

Section 3

Budget & financing

Doesn’t have to be exact — a range is fine.

Price range

Monthly payment you’re comfortable with (if known)

Where are you in the financing process?

Already pre-approved Paying cash Talking to a lender Need lender recommendation Just starting

If pre-approved, what amount?

Lender name / company (if applicable)

Loan type (if known)

Do you want help understanding what you can afford?

Yes No

Section 4

Timeline & motivation

Helps me know how aggressive to be and what to prioritize.

When are you looking to make a move?

ASAP 1–3 months 3–6 months 6–12 months Just starting / exploring

What is pushing the move?

Are you currently:

Renting Living with family Own a home and need to sell Own a home but do not need to sell Other

If you own a home, where is it located?

Section 5

Property type

What are we actually looking for?

Type of property (pick all that apply)

Minimum bedrooms

Minimum bathrooms

Garage needed?

Yes No Preferred but not required

Yard needed?

Yes No Preferred

Are you open to renovations?

Move-in ready only Light cosmetic work Open to fixer-upper Depends on price

Section 6

Must-haves & dealbreakers

Free-form. Tell me what really matters — and what would kill a deal for you.

Top 3 must-haves

Nice-to-haves

Absolute dealbreakers

School, commute, work, or lifestyle considerations

Section 7

Representation & process

Quick check on agency — helps me avoid stepping on anyone’s toes.

Are you already working with another real estate agent?

Yes No Not sure

Have you signed a buyer representation agreement with another agent?

Yes No Not sure

Have you already seen any properties you like?

Yes No

If yes, paste links or addresses

Anything else I should know?

Section 8

One last thing

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Thanks — I received your information.