Please help me identify your needs in a new
home by filling our a confidential personal profile:
Contact
Profile
Your
name:
Spouse's Name:
Children: (names/ages)
Address:
City:
State:
ZIP:
Home phone number:
Work phone number:
E-mail address:
Do you own or rent your home?
own
rent
How many years have you lived in this home:
Motivation
Your reason for moving:
Your desired move date:
Is this date flexible?
yes
no
Why:
Where are you moving from:
Do you need referral services?
yes
no
Do you need to sell your present home before closing on your next
home?
yes
no
Is your present home:
Listed
Closed
Need to List
How long have you been looking for a home?
Have you seen any homes you like?
yes
no
Why didn't you buy?
Are you looking at homes with any other sales associate(s)?
Have you signed an agency agreement?
yes
no
Have you ever bought a home before?
How does your family feel about moving?
Buyers
Information
How does your family make important buying decisions such as this?
Is there anyone else who needs to be consulted prior to your home
purchase?
Why?
Amount available for downpayment:
Monthly
Income
Borrower
Co-Borrower
Total
gross income*
Other
income**
Total
monthly income
Is
all income verifiable?
Monthly
Expenses
Borrower
& Co-Borrower
Housing
Other
installment payments
Revolving
account payments
Other
Total
monthly expenses
*Overtime, bonuses and other incentive pay often are not included by
lenders for qualification.
**Alimony, child support or separate maintenance need not be revealed if
it is not to be considered for repaying the loan.
Would you like to be contacted by a mortgage advisor?
Regardless of what you may qualify for, how large a payment are
you comfortable with?
to
Have you ever been involved in any bankruptcy, mortgage
foreclosure, or other credit problems during the last seven years?
yes
no
If yes, please explain:
To your knowledge, are you elegible for government or special
financing programs?
What is your estimated price range?
to
What loan type, term, and rate do you prefer?
What do you like about your present home?
What would you change about your present home?
Do you have any hobbies, interests, or lifestyle factors that
would affect your housing needs?
Do you anticipate any changes that may affect your housing needs?
Please list the basic features you prefer:
Bedrooms: Baths:
Style: Lot Size:
Other:
Wish List: What do you want in your new home?
Wish List: What do you need in your new home?
Wish List: What are your priorities in your new home?
Sellers
Information
Your
reason for selling:
Your targeted move-out date:
Basic features of your home:
Bedrooms: Baths:
Style: Lot Size:
Please describe your home in general terms:
Is your home in town?
yes
no
Your street address: (if different from contact profile above)