The days of meeting prospective buyers out at a house should be a thing of the past. Taking the time to qualify and prepare a buyer not only is a better use of your time but allows you to demonstrate your professionalism and high level of service. A well planned Buyer Counseling Session will help you gain control, build rapport, identify needs, establish expectations and show the value you bring to the transaction. After developing your Buyer Counseling Session, you’ll turn commitment into commissions.

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22. BUYER PROFILE
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Name: _________________________________ Children: _________________________
Address: _______________________________ Pets: _____________________________
Phone: _________________________________ Birthdays: ________________________
E Mail Address: ________________________ Anniversary: ______________________
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REAL ESTATE HISTORY
1. Have you ever bought or sold a house before? Yes [ ] No [ ]
If yes, Where and how long ago? ________________________
2. Do you have a home to sell before you purchase your next home? Yes [ ] No [ ]
Is it currently on the market? Yes [ ] No [ ]
What is the name of the company representing you on the sale of your home?
Broker: ______________________________
Agent name: _________________________
Phone # _____________________
3. Are you currently in a lease? Yes [ ] No [ ]
How much time is left on the lease? ___________________
Could you get out of the lease early? Yes [ ] No [ ] If yes, how? ____________________________
4.Have you been looking at real estate with any other agents before today? Yes [ ] No [ ]
If yes, how recently? _____________________ Broker ___________________
Agent ___________________________________
5.Are you currently in an exclusive buyer agency agreement? Yes [ ] No [ ]
6.How soon would you like to be in your next home? _____________________________
7.What parts of Columbus would you most like to live in? __________________________________
Why? ___________________________________________________________________________
8.What parts of Columbus are you most familiar with? ______________________________
9. Do you know anyone else who lives in this area? ______________________________________
10. Would you prefer to see EXISTING [ ] or NEW BUILD [ ] or BOTH [ ]?
11. Have you visited any Builder models? Yes [ ] No [ ]
Which builders? __________________________________ Where? _____________________________
Did you sign a registration form? __________________ How long ago? ______________________
MORTGAGE INFORMATION
12. Have you arranged financing yet? Yes [ ] No [ ]
Company: ________________________________ Mortgage Officer ___________________________
Phone # __________________
13. Do you need assistance in locating financing? Yes [ ] No [ ]
14. What price range have you considered? ____________________________
15. What payment range have you considered? _______________________

23. WANTS, NEEDS & DREAMS
16. What size home are you currently living in? ____________________________
17. Would you like your next home to be bigger or smaller? ___________________
Why? _____________________________________________________________
18. Do you have any special requirements that need to be met?
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19. Are schools important? Yes [ ] No [ ] Explain:
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Would you like a free school report? Yes [ ] No [ ]
Which school districts? ______________________________________________
20. How many bedrooms do you currently have? ___________
How many bedrooms do you wish to have in your next home? __________
21. How many bathrooms do you currently have? ___________
How many bathrooms do you wish to have in your next home? __________
22. How many living areas do you currently have? ___________
How many living areas do you wish to have in your next home? __________
23. How many dining areas do you currently have? ___________
How many dining areas do you wish to have in your next home? __________
24. What style of home do you want? Ranch [ ] Bi-Level [ ] Split Level [ ] Two Story [ ] Condo [ ]
What style of home DONT you want? Ranch [ ] Bi-Level [ ] Split Level [ ] Two Story [ ] Condo [ ]
25. Is lot size important? Yes [ ] No [ ]
Fenced yard? Yes [ ] No [ ]
Landscaping and trees? Yes [ ] No [ ]
26. Have you seen any homes before today that you liked? Yes [ ] No [ ]
If so, what kept you from owning it today? ________________________________________________
27. If we find a home today that fits your needs, can we make an offer to purchase it now? Yes [ ] No [ ]
Notes:
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24. THE HOME BUYING FLOW CHART
1. Buyer considers purchasing a home
2. Buyer interviews and selects an agent
3. Discussion of the Buying Process
4. Discuss financial aspects and Buyer needs
5. Apply for mortgage pre-approval – Coldwell Banker Mortgage 1-877-386-8525
6. Schedule and Tour homes
7. Select home and write offer to purchase
8. Contract Negotiation
9. Offer acceptance and Earnest Money Deposited
10. Arrange for home and termite inspections ($250-$500)
11. Accept inspection results or counter for repair remedy. Seller may accept or reject
12. Mortgage appraisal and mortgage approval ($200-$300)
13. Final Walk through
14. 24 Hours to Closing, review final numbers
15. Closing ~ Welcome to Home Ownership!