SELLER INTAKE & EQUITY PROFILE

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: THE VITAL STATS

Full Property Address:

Bedrooms: ____ Bathrooms: ____ Square Footage (Approx):____

Lot Size / Acreage:

Year Built: ______ How long have you owned the home? ______

Section 2 of 5: MOTIVATION & DESTINATION

What is the specific reason for this move?

Where are you headed? (City/State/Neighborhood)

Do you have a home already picked out, or do we need to start that search?

Do you need the money from THIS sale to buy the NEXT one?

If we sold your home in 14 days, would that be a problem or a blessing?

What happens if the home does NOT sell by your target date? (Plan B)

Section 3 of 5: THE FINANCIAL DRILL-DOWN

Estimated Mortgage Balance (1st)?

Estimated 2nd Mortgage or HELOC Balance?

Are you current on all payments, including HOA and Property Taxes?

SC Tax Ratio: □ 4% (Primary Residence) □ 6% (Non-Primary/Investment)

What is the minimum amount you need to walk away with at closing?

Do you have a preferred SC Closing Attorney? (If not, I will provide a vetted list).

Section 4 of 5: CONDITION & 'BUYER BEWARE' PREP

Roof Age: ________ HVAC Age: ________ Water Heater: ________

Are there any known defects (leaks, termites, electrical, plumbing)?

List the top 3 renovations or upgrades you've made:

Are there any liens, solar panel leases, or solar loans on the property?

Section 5 of 5: OBJECTIONS & EXPECTATIONS

What is your biggest fear or concern regarding the sale of your home?

On a scale of 1-10, how would you rate the current condition of your home?

What are the top 3 things you expect from me as your Listing Agent?

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