Getting To Know You

First Name

Last Name

Email

Phone

Birthday

Favorite Movies

Favorite Food and Drinks

Favorite Books

What are you passionate about?

Home Address

Address

Unit #

City

State

Zipcode

Country

Office Address

Company Name

Address

Office #

City

Office State

Zipcode

Country

Instagram

Partner/Spouse Name

Partner/Spouse Email

Kids

Name

Birthday

Age

Pets

Name

Animal

Meaningful Gift Ideas

I would love to hear more about you. Please share anything you'd like me to know

Preferred Contact?

What do you do?

What do you do for fun?

How would you describe yourself?

Is there anything else I should know?

How did you find me?

Seller Questions

Address of the home you're thinking about selling

How soon would you like to sell?

Tell Me a Little About Your Home

Are you also interested in help buying a home once you've sold?

Buyer Questions

What style of home are you interested in?

What neighborhoods are you interested in?

Beds?

Baths?

Are You Pre-Approved With a Lender?

I work with a couple of fantastic lenders. Would you like me to introduce you?

Pre-Approval Amount?

Price Range?

Ideal Timeframe?

Must Have List?

Deal Killer List?

Is factoring in a commute important?

Do you want help house hunting?

What times are best?

Features & Benefits Matrix

This allows me to get a much better understanding of exactly what you are looking for and why, roughly in order of importance. The features usually a physical characteristic, and the benefits explains why its's important to you.

Features

Example of features - 4 Bedrooms, 3Bathrooms, Large Kitchen, Big Lot, 3 Car Garage, View, Bay Window, 2 Linen Closets.

Benefits

Why do you want each feature? What benefit does each enable? E.g. A bedroom for each of the kids, we want to all be able to hang out in the kitchen together, enough space outdoors to play soccer, space for 2 cars + lots of storage.

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