FIrst Time Home-Buyers

Buying your first home should feel exciting—not overwhelming. This form helps me understand your goals, timeline, and what matters most to you, so I can guide you every step of the way. Once submitted, I’ll personally reach out to schedule your one-on-one homebuyer strategy session.

Contact Info

Name

First Name

Last Name

Phone

(###)

###

####

Preferred Method of Communication

Best Times to Reach You

Goals & Lifestyle

What’s motivating you to buy your first home right now?

What are your top 3 must-haves in a home?

Any deal breakers?

Do you see this as your forever home or a starter home?

Location & Living

Which areas or neighborhoods are you interested in?

Any key factors like school zones, commute, etc.?

Do you have pets or special lifestyle needs?

Timeline & Preparation

Ideal move-in date?

YYYY

Are you currently renting? Lease end date?

Have you been pre-approved by a lender?

If Yes: What’s your price range?

If No: Would you like a referral?

Budget & Financing

Comfortable home price range?

Estimated down payment saved?

Are you using any first-time buyer assistance?

Comfortable monthly mortgage payment range?

Confidence & Experience

On a scale of 1-10, how confident do you feel about the home buying process?

Any parts of the process you feel nervous about?

Have you toured homes yet?

Decision-Making

Are you buying alone or with someone else?

Anyone else helping make the decision?

Yes

Employment & Income

Are you currently employed?

Yes

Employer Name

Job Title

How long have you been with your current employer?

Text

Is your income hourly, salary, or self-employed?

Estimated monthly income (before taxes)

Do you have any other sources of income you’d like to include?

Have you had consistent employment for the past two years?

Yes

Credit

Have you checked your credit score recently?

What’s your estimated credit score range?

Have you had any recent credit issues like bankruptcies or foreclosures?