This is a questionnaire to help you and me discover what kind of home you would like to purchase. To assist you, I need to know everything I can so that I can research and choose homes for you to look at. So, please give me as much information as you can!
1. Do you want a single family home, townhouse or other type of dwelling?
2. How many bedrooms and baths do you want?
3. Do you want one or two living rooms? Does it matter?
4. Do you want a separate dining room? Eat-in kitchen? Both?
5. What style of home do you want? What age? What size (square footage)?
6. What location? In Leon County? What part of Leon County? Outside Leon
County?
7. Can you envision doing updating such as new carpet, vinyl, paint?
Some homes are a great purchase/value but may need some updating.
8. Do you want a garage? Do you need a shed or workshop? What size of yard? Acreage?
9. What are some amenities that you would like? Fireplace? Deck? Patio?
Fencing? Pool? Office? Storage Shed?
10. What are your hobbies? Please describe all the members of your family
and their activities.
11. Are schools important? Public? Private? Is the location to the schools
important? Please give the names and ages of the children and their schools,
if known.
12. Where is the location of your work? (If two working adults-please
give both places.)
13. How far do you want to be from work/school time wise?
14. Will anyone else being looking at the homes that would be included
in the decision making process? Who?
15. Do you need to sell before buying?
16. How much cash do you have to purchase?
17. If you are renting, when does you lease expire or can you terminate
it?
18. What is the most comfortable monthly payment for you? What is the
range of low to high?
19. What is perceived to be your price range?
20. Will you use an Adjustable Rate Mortgage or a Fixed Rate Mortgage?
Would you like to know the advantages and disadvantages of both; to learn more
about them?
21. Have you been pre-qualified by a lender? Who? If not, we need to get you pre- qualified with a lender and get your loan package started. I can make several recommendations of lenders on my team.
22. Have you looked at any homes that you liked? Have you made any offers on a home? If not and you saw a home that you liked, why didn't you make an offer?
23. Are you working with a REALTOR®
at this time? If so, who? (JOAN RALEY!)
24. What are your timelines to purchase? When do you need to close and
move into a house? One month? Two months? Four to six months?
25. What are convenient times for you to look at homes? If you are out
of town when will you be visiting Tallahassee to look for a home? We need to
coordinate a time for both of us; please let me know as soon as possible to
coordinate our calendars!
26. Have you owned a home before? How many have you bought or sold? What
prices approximately?
27. Please look over the criteria for the search and categorize the top
three important items in the home, i.e. three bedrooms, northeast location,
two-car garage.
Please add any other information below!!
NAME:
ADDRESS:
HOME TELEPHONE NUMBER:
WORK TELEPHONE NUMBER #1:
WORK TELEPHONE NUMBER #2:
CELL NUMBER #1:
CELL NUMBER #2:
FAX NUMBER #1 (can we fax freely?):
FAX NUMBER #2 (can we fax freely?):
E-MAIL ADDRESS #1:
E-MAIL ADDRESS #2:
BEST TIME TO CONTACT YOU AND WHERE:
EARLIEST TIME TO TALK? LATEST TIME TO TALK?
IS THERE A TIME DIFFERENCE?
INTERNET ? WHICH WEB SITE?
REFERRAL? WHO?
REPEAT CLIENT ?
SIGN? "TALLAHASSEE DEMOCRAT"? "HOMES & LAND"?
OTHER:
To download as a word® document and then print, click here.
HAVE YOU BEEN PRE-APPROVED?
When you start to look for your new home, one of the first and important steps is to get Pre-approved with the lender. This is instrumental for these reasons:
Pre-approval process assures everyone in the transaction that you are ready to buy and can buy. A Pre-approval Letter is generated by the lender for us to use.
It is highly recommended that you start your loan process when beginning your home search so that you can have credit approval for the search period and negotiating the contract to purchase. To have credit approval is superior to Pre-qualification (no credit report pulled). It will give you the extra negotiating power when presenting your offer to the seller.
From my experience, I would recommend the following lenders for the Pre-approval and Loan process:
| 1. | Capital City Group | Megan Ehler | 1.850.671.0539 |
| [email protected] | 1.800.245.7194 | ||
| 2. | Suntrust | Connie Stevenson | 1.850.907.5022 |
| [email protected] | 1.800.212.6840 | ||
| 3. | Suntrust | Leigh Graham | 1.850.907.5118 |
| [email protected] | |||
| 4. | Premier Bank | Elizabeth Ralstin | 1.850.877.0077 |
| [email protected] | 1.850.545.8763 | ||
| 5. | B B & T | Sue Odham | 1.850.297.6026 |
| [email protected] | 1.850.545.9015 |
These folks have been in the mortgage loan and real estate industry for years. They are very experienced, give excellent service and are competitive. This is all for your benefit!! We will be happy to work through this process with you to assure that you get the best loan and service!
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© 1998 - 2008
Joan Raley updated
28-Aug-2009
Indigo Wizard