Buyer Profile Questionnaire

Confidential & Secure

Please complete this profile as accurately as possible. This information allows me to protect your interests, negotiate effectively on your behalf, and ensure a seamless path to closing.
NOTE: Each question is required.

Section 1 of 5: Motivation & Timeline

What is the specific event or reason driving this move?

On a scale of 1-10 (10 being 'Must Move Now'), how would you rate your urgency?

If we haven't found a home in 90 days, what is your 'Plan B'?

Are you currently in a lease? If so, when does it expire and what is the penalty for breaking it?

Section 2 of 5: FEARS, OBJECTIONS & PAST EXPERIENCES

What is your biggest fear or concern regarding the current real estate market?

What is your biggest 'pain point' from previous real estate transactions?

What would cause you to decide NOT to buy a home once we’ve started looking?

What are your top three expectations of me as your agent?

Section 3 of 5: PROPERTY CRITERIA (SC SPECIFIC)

Target Neighborhoods/Counties:

Minimum Bedrooms/Bathrooms:

Will this be a Primary Residence (4% Tax Ratio) or a Secondary/Rental Property (6% Tax Ratio)?

How do you feel about high-HOA communities vs. no-HOA properties?

Section 4 of 5: THE FINANCIALS (DRILL-DOWN)

Maximum Purchase Price (Do not exceed):

Desired Monthly Payment (Principal, Interest, Taxes, Insurance):

Total Cash-on-Hand for Down Payment and Closing Costs (Usually 3-4% of price):

Is the sale of another property required to fund this purchase?

Who is your Lender?

Are you comfortable sharing your Pre-Approval letter with me now so I can verify your purchasing power before we tour homes?

Section 5 of 5: LIFESTYLE & EXTRAS

Describe your 'Must-Haves' vs. 'Nice-to-Haves':

Are there specific school districts or commute times that are deal-breakers?

Are you looking for 'Move-in Ready' or are you willing to do 'Cosmetic Renovations'?

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