A 3-page checklist designed to better qualify new clients and understand what kind of home they are looking for.

1. Buyer Name: ______________________________! Phone Number: _____________________________
Buyer Information
Why are you moving?
Answer:
Name of Spouse/Partner/Significant Other/Children?
Names/Ages:
Have to sell your current home first?
Yes
No, Renting
No, Can Afford Both.
When would you like to move into your next home?
1 - 3 Months
3 - 6 Months
6 -12 Months
12+ Months
Have you been pre-approved?
Yes, Amount $____________________
No
Pre-Approval Pending
What Kind of Home Are They Looking For?
Age of Home?
New Construction
Newer Home (Built Within The Last 5 Years)
Recently Built Home (Built After 1978)
Historic/Older (Built Before 1978, May Contain Lead Paint)
© Copyright 2009 Joshua Ferris, HouseMeetsOwner.com. Feel free to share, reprint and use this list! :)

2. Buyer Name: ______________________________! Phone Number: _____________________________
How Many Bedrooms?
Studio
1 Bedroom
2 Bedrooms
3 Bedrooms
4+ Bedrooms
How Many Bathrooms?
1 Bathroom
1.5 Bathrooms
2 Bathrooms
2.5 Bathrooms
3+ Bathrooms
Square Footage?
Under 1,000 Sq. Ft.
1,000 - 1,500 Sq. Ft.
1,500 - 2,000 Sq. Ft.
2,000 - 2,500 Sq.Ft.
2,500 - 3,000 Sq.Ft.
3,000 Sq. Ft. +
Other: ______________________
Property Size?
Doesnʼt Matter
1/4 - 1/2 Acre
1/2 - 3/4 Acre
1+ Acres
Other: ______________________
Additional In-Home Features/Amenities
Home Office/Den/Playroom
Live/Work Space (Mixed Use)
Walk-Out Basement
Finished Basement
Loft
© Copyright 2009 Joshua Ferris, HouseMeetsOwner.com. Feel free to share, reprint and use this list! :)

3. Buyer Name: ______________________________! Phone Number: _____________________________
Additional Storage Space
In-Home Luxuries
Granite Countertops
Stainless Steel Appliances
Walk-In Closet(s)
On Suite Master Bathroom
Outdoor/Community Features/Amenities Required
Private Outdoor Living Space (Kitchen, Play Area, Fire Pit etc.)
Community Clubhouse/Swimming Pool/Playground/Recreation Areas
Location Preferences (Close to...)
Mass Transit
Train/Rail
Bus
Highway/Car
Homeʼs Maximum Distance (Time/Miles From Work): __________________________
Family/Fun
Schools
Shopping
Parks/Playgrounds
Restaurants
Notes:
© Copyright 2009 Joshua Ferris, HouseMeetsOwner.com. Feel free to share, reprint and use this list! :)