Buyer Intake Survey - InvestNAPA

Buyer Contact Info

First Name

Last Name

Email

Cell Phone

Home Phone

Street Address

Address Line 2

City

State

Zip Code

Country (If Outside US)

What is the best way to contact you?

Cell Phone

Text Message

Home Phone

Email

Referred by a friend:

Motivation

We want our motivation to match your motivation, so we know how to best follow up with you. How would you rate your motivation?

URGENT! You need to purchase a home ASAP. If you don't you could potentially be homeless.

READY TO BUY. You might still have a home to sell, a lease to fulfill or in the stages of getting pre-approved.

NO RUSH. You're watching the market you'll buy a home when the right one comes along.

How soon would you like to be in your new property?

Today!‎

30 Days‎

60 Days‎

90+ Days‎

How long have you been in the process of looking for a new home?

Do you currently rent or own a property?

Lease

Own

Home Payment

Are you a cash buyer or are you planning to finance your new property?

I'm a Cash Buyer

I'm Financing the Purchase

Do you have a Pre-Approval letter in hand?

Yes

No

Housing Costs

Desired Minimum New Home Cost (Dollars)

Desired Maximum New Home Cost (Dollars)

Down Payment Amount (Dollars)

Home Criteria

Property Type

Please rate your priority. Which is most important for you?

Size

Location

Condition

Minimum Living Space (Sq. Ft)

# of Parking Spaces

# of bedrooms

# of bathrooms

Desired Property Features

Preferred City?

Preferred Neighborhood?

Additional Requests

Please share any desires, needs or any main objections you may have that were not listed in the questionnaire so we can focus on the detail as much as you do.

Please describe your ideal home.

In short, please tell us the most important features you are looking for in your Real Estate professional.