Home Buyer’s Worksheet

Full Name:*
First Last
Home Address:
Street Address City State / Province / Region ZIP / Postal Code
Cell Phone ((###)###-###):*
Home Phone ((###)###-###):
Work Phone Buyer #1 ((###)###-###):
Fax Number ((###)###-###):
Email Address:*
BUYER #2 (if applicable)
Full Name:
First Last
Cell Phone ((###)###-###):
Work Phone Buyer #2 ((###)###-###):
Home Address:
Street Address City State / Province / Region ZIP / Postal Code
Email Address:
CONTACT PREFERENCES
Do you have a person you would prefer us to use as the main contact?
When are the best times for us to contact you?
May I contact you at work?
- Yes
- No
Do you have an In-Transit Telephone Number?
Is this phone number a:
- Relative
- Personal
- Cell
TIMELINE
1. Are you planning a special house-hunting trip?
- Yes
- No
If "Yes", What is your Planned Arrival Date:
2. Would you be flying or driving here to house-hunt?
3. Will any family members or pets be accompanying you on your trip? If so, please list:
4. What would you like to accomplish on your house hunting trip? (I.e. write a contract if we find the right home, just "look", etc.)
5. Do you know where you'll be staying during your trip?
6) If no house hunting trip is planned, when do you anticipate arriving? (Date)
7. When would you like to begin house-hunting? (Date)
8. What are your Pack-Out Dates?
9. Your Moving Dates?
BACKGROUND
Are you a first time home buyer?
- Yes
- No
Do you currently rent or lease?
- Yes
- No
If renting, when does your lease expire?
If you own, do you have to sell your current home before you purchase a new home?
- Yes
- No
If yes, is your home currently listed for sale?
- Yes
- No
Have you worked with a Real Estate Agent before?
- Yes
- No
If yes, how was that experience?
Have you begun looking for a home on your own?
- Yes
- No
If so, what steps have you taken? (I.e. Internet, driving around, newspaper, etc.)?
Are you married?
- Yes
- No
If so, how many years?
Anniversary Date:
How many children do you have?
May we have their names?
Complete Name and Birthday
Do you have any hobbies you would like to share?
Do you have any pets?
- Yes
- No
Types of pets:
Pets Names:
FINDING YOUR DREAM HOME
To help you achieve your goals in relation to buying a home, we need to ask you some questions that will help us understand how we can best serve you. What is the primary reason you are interested in finding a new home?
What is your ideal time frame for purchasing a home?
What is your plan if you don't find a home within that time frame? (I.e. stay in current location, hotel, with family, etc.)
Ideally, what date would you like to MOVE INTO your new home?
What is the basic price range you would like to stay within?
From:
To:
Our mission is to stay within your "comfort zone". Lenders will often pre-approve buyers for far more than they would feel comfortable spending. What range would best work with your budget? What monthly payment would you like to have?
What are the basic requirements you have for your home:
Square footage:
# Stories:
# Bedrooms:
Is one of the bedrooms for visiting guests?
- Yes
- No
# Bathrooms:
Is a FINISHED Basement a necessity?:
- Yes
- No
Is a Garage a necessity?
- Yes
- No
If yes, do you need a 2 car, 3 car, RV space, etc.?
Is the age of the home a factor? (I.e. only new construction, historic, under 10 years old, etc.) If so, please clarify:
Please rate the importance of each feature that you would like in your home.

Choose the number that best fits your desires: (1 - Not Important - 5 - Very Important)
Fireplace:
Entertainment Area:
Family Room:
Carpet Color:
Basement:
Open Feeling:
Family Neighborhood:
Dining Room:
Location:
Close to Work:
Close to Schools:
Den:
Modern Kitchen:
Pool / Spa:
Garage:
Large Yard:
Bonus Room:
Privacy:
Fenced Yard:
Wooded Lot:
Close to Shopping:
Are there any other special features that you would like or need in your home? Please list "NC" for "no compromise" & "B" for "bonus" (meaning it would be great, but is not a necessity).
DESCRIBE YOUR IDEAL HOME
Please describe your ideal home (floor plan, decor, yard, etc.).
Tell us about your lifestyle. What do you see yourself doing in your new home? (Entertaining, relaxing, raising a family, etc.)
Do you have any special school requirements? (School district, public vs. private, etc.)
What do you feel will be the key factors in your purchasing decision? (Price, terms, location, etc)
Are there certain cities in which you would prefer to live in?
If so, what attracted you to these areas?
Are there certain criteria you're looking for in a neighborhood?
- Yes
- No
How long do you plan to live in your new home?
HELP US HELP YOU
Our goal is to help make buying your home a positive experience. These questions are designed to make sure we assist in fully preparing you prior to your arrival.
Is there anything you'd like to share you think would help us better understand your needs/wants?
Do you understand how the real estate MLS service works?
- Yes
- No
Do you understand a Buyer Agent's representation to you is FREE because the Seller pays all parties involved in the transaction?
- Yes
- No
Will all parties involved in the home buying process be present?
- Yes
- No
If not, do you have a power of attorney for your spouse?
- Yes
- No
After your agent has shown you a number of homes that are close, but not quite the one you're looking for, you happen upon an open house being held by another agent (representing the seller). After walking through it, you realize this home is "the one", how would you proceed?
- Ask the Seller's Agent at the open house to write up an offer for you.
- Call and ask us to provide Exclusive Buyer Representation and write an offer on the home?
Upon meeting your expectations, are you willing to commit to working only with our team to help you find a home?
- Yes
- No
Comments:
FINANCIAL INFORMATION
In order to help you obtain the best interest rates & terms, I need to gather some financial information. This will allow me to explore all options and to expedite your loan once we have located the right home for you.
Providing this information is at your discretion and will be held in total confidence.
Do you currently have a lender?
- Yes
- No
If yes, may I ask whom?
Are you pre-approved for a loan?
- Yes
- No
If yes, how much?:
Would you like us to recommend a mortgage representative that could pre-qualify you and go over exactly what you need to get the best rates and terms to pre-qualify?
- Yes
- No
If yes, when would be a good time for a loan representative to call you?
Do you understand how financing a home works?
- Yes
- No
Do you understand how closing costs work?
- Yes
- No
Loan Origination fees?
- Yes
- No
Title Insurance?
- Yes
- No
Earnest Money (also referred to as a "Good Faith Deposit")?
- Yes
- No
What forms of financing are you considering to use when purchasing a home?
Fixed Rate
- Yes
- No
Variable Rate
- Yes
- No
F.H.A.
- Yes
- No
V.A.
- Yes
- No
Conventional
- Yes
- No
Cash
- Yes
- No
May we ask how you heard about us?
- Referral
- Google Search
- Amazon Book - "Destination SOLD"
- Sarpy County People's Choice Winner
- America's Best Award
- Offutt AFB Newcomer's Guide
- Offutt AFB Phone Book
Internet
- Military by Owner
- Zillow
- Trulia
- Realtor.com
Social Media
- Facebook
- Pinterest
- Linked-In
- Twitter
- Google+
- Offutt Newcomers Guide
- Offutt AFB Phonebook
(Please specify.)
If you were referred by someone, could you please share his/her name so we can express our thanks?
If you found us via google, please provide the keywords you used if you can remember:
Are you currently working with an agent on the Husker Home Finder Team? If so, please provide his/her name:
Do you have any other comments or suggestions?
Please complete the CAPTCHA Word Verification below.

*Your name and email address are required, so please be sure your email address is entered accurately. Home Buyer’s Worksheet By submitting this form with your telephone number you are consenting for Angela May and authorized representatives to contact you even if your name is on the Federal “Do-not-call List.”

.
.
.
.
Your name and email address are required, so please be sure your email address is entered accurately. Home Buyer’s Worksheet By submitting this form with your telephone number you are consenting for Angela May and authorized representatives to contact you even if your name is on the Federal “Do-not-call List.”

BUYER #2 (if applicable)

CONTACT PREFERENCES

TIMELINE

BACKGROUND

FINDING YOUR DREAM HOME

DESCRIBE YOUR IDEAL HOME

HELP US HELP YOU

FINANCIAL INFORMATION