Buyers Presentation | Lawson Team Spring 2017

THE LAWSON REAL ESTATE TEAM PROPERTY BUYERS’ RESOURCE GUIDE

HOW TO BUY YOUR PERFECT HOME OR PROPERTY

The Lawson Real Estate Team M: 435-901-0904 david@davidjlawson.com

LAWSON TEAM

CHOOSING THE RIGHT BUYER’S AGENT When it comes to purchasing property, choosing an agent to represent you is often the most important part of the process. Picking the right agent can mean the difference between a pleasurable experience and a stressful one, and, in many cases, can mean the difference between closing your transaction and seeing it fall through. Your time and money are on the line, so you need one of the best agents in the area. Here are some things to look out for when picking an agent: First of all, you need an agent who will work diligently to find you exactly what you are looking for and who recognizes value when they see it. An agent like this won’t just search for properties on the Multiple Listing Service but will also seek out For Sale By Owner properties, Foreclosures, Short Sales, and even houses that aren’t listed (but might be if there were an interested buyer).

Moving deadlines can create a lot of stress for buyers, so you need an agent who is willing to work hard to make sure that your real estate transaction takes place within your allotted time frame. And, since most people are fairly busy during the chaotic moving process, you need an agent who is conscious of both your schedule and your timing needs.

In order to get the best value out of your real estate transaction, you need an agent with excellent negotiation skills. Once you’ve found your new home, a strong negotiator will be able to ensure that you get the home while also securing the lowest possible price.

Finally, you need an agent who will review all the closing documents to check for errors, and, when found, make sure that those errors are corrected. Clerical mistakes are common, and they can cost buyers a lot of precious time and money! You need an agent with a proven track record and consistently happy clients. Many people are dissatisfied with their realtor’s performance; make sure you are not one of them!

If you want all of these qualities in an agent, then look no further than the Lawson Real Estate Team. Consider our credentials: we are one of the top-performing teams in the Park City area, and our agents know the market and its inventory as well as anyone.

We have a consistent record of finding our clients exactly what they wanted, in the timeframe they needed, for less money than they were expecting. And, finally, while many Park City buyers are unhappy with their real estate agent, the overwhelming majority of our clients are extremely satisfied with our service.

Our completely unique and proven approach to the buying process is one major reason why we have performed so well and have so many happy customers. We are committed to going above and beyond the standard set of buyer services, so we provide our buyers with:

• • • • • • •

Unparalleled Dedication Access to Off-Market Properties A Professional Team of Experts Unrivaled Expertise Superior Attention to Detail Cutting-Edge Technology A Better Value

As you will see, we offer a world-class buyer experience that you are unlikely to find anywhere else. If you want a team of agents who will treat you with the professional courtesy that you deserve, and will keep in mind not only your housing requirements but your time-frame, your lifestyle concerns, and your dreams, then there is one great choice in Park City: the Lawson Team.

UNPARALLELED DEDICATION As your buyer’s agent, we are committed to helping you find your perfect home, no matter how much work it takes. As a part of this commitment, we start the buying process by conducting an in-depth buyer’s interview with you. This allows us to learn about you and your interests, so that we can do our best to help you find exactly what you’re looking for. For example, we want to know not just about your basic property needs but also about your desired type of neighborhood, your favorite architectural styles, the features and amenities that you’re looking for, the services that you want in your area, and so on. We want to get a holistic picture of your lifestyle and your needs so that we can serve you better.

THIS IS MY THIRD Once we know more about your ideal home, we will begin PURCHASE FROM DAVID, searching for the perfect property. Of course, this means AND IN MY EXPERIENCE, looking through all currently active listings and showing you any that meet your parameters; however, unlike most HE FOLLOWS UP ON agents, we also research For Sale By Owner properties, EVERYTHING. HE FOUND expired listings, and withdrawn or cancelled listings. In fact, because we maintain relationships with all of our past ME A FORECLOSURE AND clients and regularly update them about potential buyers, HAD THE DEAL CLOSED our agents can look for homes that aren’t even on the market (but might be if there was an interested buyer).

IN TWO WEEKS; A GREAT We know that purchasing property is a big decision, so we leave no stone unturned when it comes to helping you find your dream home.

DEAL. HE’S THE HARDESTWORKING REALTOR I KNOW. – ED INGARGIOLA

ACCESS TO OFF-MARKET PROPERTIES Helping our clients find exactly what they want is important to us, and one of the reasons that we have been so successful is that we actively search for properties that are not listed on the market.

Practically speaking, this means that we research all For Sale By Owner, expired, withdrawn, and cancelled listings in your desired area. When a home spends a lot of time sitting on the market, the owners often get frustrated and either attempt to sell it themselves or pull the listing entirely. When we come to them with potential buyers, they are often interested in selling, even if their property has been off the market for months or even years.

We also prospect daily on your behalf. We maintain a comprehensive database of clients and leads, and we will contact homeowners in your desired neighborhoods to ask them if they are interested in selling their home, even if they have never placed their property on the market. Finally, we contact other agents in Park City to discuss potential “pocket listings”: homeowners who are planning to list their property but haven’t yet asked their agent to enter the information into the Multiple Listing Service (MLS). If these agents have a home that you might be interested in, you would get a first look at the property, before the listing is posted on the market.

These are just some of the ways in which we go above and beyond the standard buyer’s services in order to find you a home that matches your lifestyle and your dreams! “ MICHAEL HAS BEEN GREAT TO DEAL WITH. I HAVE WORKED WITH HIM BEFORE, WHILE SELLING A HOME AS WELL AS PURCHASING A LOT. HE IS RESPONSIVE, UNDERSTANDING, AND HONEST. I WOULD NOT HESITATE TO RECOMMEND HIM, AND I PLAN ON WORKING WITH HIM AGAIN! ” – TONJA H.

“ WE HAD BEEN VISITING PARK CITY EVERY WINTER FOR THE LAST 20 YEARS, BUT WHEN WE DECIDED TO BUY OUR OWN PIECE OF PARADISE WE REALIZED JUST HOW LITTLE WE KNEW ABOUT REAL ESTATE IN THE AREA. REALTORS ARE A DIME A DOZEN IN PARK CITY SO WE CONDUCTED A TON OF RESEARCH BEFORE DECIDING ON MICHAEL HATZ. HIS ROBUST ONLINE SEARCH TOOL WAS THE FIRST TO CATCH OUR EYE, BUT IT WAS WHEN WE MADE OUR INITIAL HOUSE HUNTING TRIP TO PARK CITY THAT WE KNEW HATZ WAS OUR MAN. HIS AMAZING PATIENCE WITH OUR NEED FOR INFORMATION WAS UNPARALLELED. HE WAS ALWAYS UP TO THE TASK ALL THE WAY THROUGH THE SEARCH AND ARDUOUS CONTRACT PROCESS.

“ I HIGHLY RECOMMEND DAVID LAWSON AND MICHAEL HATZ TO HELP YOU TO FIND YOUR PERFECT PLACE. THEIR KINDNESS AND HARD WORK IS A PERFECT COMBINATION TO PRESENT YOU WITH DIFFERENT OPTIONS. WE WORKED TOGETHER FOR ALMOST A YEAR; THE HOME WE EVENTUALLY BOUGHT WAS UNDER CONTRACT WITH ANOTHER BUYER, BUT THEY BACKED OUT AT THE LAST MINUTE. MICHAEL CALLED ME IMMEDIATELY AND SET AN APPOINTMENT TO VIEW THE PROPERTY. I WAS OUT OF TOWN, SO THEY DID A FACETIME SESSION TO MAKE SURE THAT I COULD SEE THE HOUSE AND NOT LOSE OUT ON THE OPPORTUNITY. WE WERE ABLE TO ACT IMMEDIATELY AND BEAT OUT OTHERS WHO WERE ALSO INTERESTED.

WE HAVE AND WILL CONTINUE TO REFER ALL THOSE LUCKY ENOUGH TO BE ABLE TO CALL PARK CITY THEIR HOME (OR HOME AWAY FROM HOME) TO MICHAEL HATZ. ” – DAVID & PAIGE BAKER

I AM VERY HAPPY WITH THE PURCHASE OF OUR HOME, AND IT WOULD NOT HAVE BEEN POSSIBLE WITHOUT THE HELP OF DAVID AND MICHAEL. THANKS GUYS! ” – JUAN NORTON

A PROFESSIONAL TEAM OF EXPERTS Most real estate agents work alone, and while they usually work hard, they just don’t have enough time and energy to provide a truly excellent experience for their clients. By contrast, the Lawson Team is comprised of a number of dedicated experts, each with years of experience in their particular field of specialization. Our team helps us ensure that our transactions are completed smoothly and efficiently, and that our clients are extremely satisfied with our services. And, of course, the numbers speak for themselves: our team approach has enabled the Lawson Team to complete an average of 71 transactions per year since 2000, well above the typical agent’s yearly average of 3.3 sales.

The Lawson Team has also developed an incredible support system, and the many benefits of our network are passed on to our clients. Our top-producing team of professionals is associated with Engel & Völkers, the only luxury real estate brand that is performing at a top level on a truly gloabl scale. We have also worked diligently to develop strong partnerships with the top mortgage brokerages and title companies in the area, allowing us to provide our clients with a world-class transaction team.

Helping you find your perfect home is our top priority, and our team approach allows us to expect nothing less than perfection from our services. Why settle for anything else?

“ DAVID HAS REPRESENTED MY INTERESTS IN SEVERAL REAL ESTATE TRANSACTIONS. HIS KNOWLEDGE OF THE LOCAL MARKET CONDITIONS IS UNSURPASSED. HIS STAFF MEMBERS ARE SUBJECTMATTER EXPERTS AND ARE ALWAYS HELPFUL IN MAKING A SMOOTH, TIMELY TRANSACTION. DAVID’S KNOWLEDGE, ATTENTION TO DETAILS, AND NEGOTIATION SKILLS HAVE MADE COMPLEX AND CUMBERSOME TRANSACTIONS SEEM ROUTINE. HE IS ALSO A GREAT PERSON, SINCERE IN HIS DESIRE TO PLEASE. ” – LUCAS POL

OUR REAL ESTATE TEAM We have assembled a world-class team of dedicated experts, all of whom have years of experience in their fields of specialization. And, while up to 20% of real estate transactions in Park City fall through due to various problems with funding, organization, or quality control, the vast majority of our transactions are completed without any serious problems. This can be traced back to our unrivaled expertise in every field related to purchasing property.

DAVID LAWSON

MICHAEL HATZ

David began his career in real estate during his college years in California.

He has worn the hat of developer and investor. He has owned a construction company, an escrow company, and a property management company. He is also a sought after personal Real Estate trainer and consultant.

Michael has a long history as a top producing real estate agent in Park City and other resorts such as Whistler, BC; Palm Desert, CA; and Angel Fire, NM. His extensive list of satisfied clients appreciate his dedication and professionalism in helping make complex transactions easy to understand.

MIKE HLUDZINSKI

THAD PETERSON

Originally from PA, Mike moved to Park City in 2002, where he’s gained experience in buying and selling real estate. Michael has a BS degree in Business and prides himself on providing service with honesty and integrity. His passions include skiing, snowmobiling, mountain biking, and spending quality time with his family.

Thad launched his real estate career as “Rookie of the Year” in Lake Arrowhead, California. Now with over 20 years of experience in the Park City real estate and building industries, Thad guides clients with their real estate investments and provides insight and data to help them make sound decisions..

LINDA HURD

KRISTINA RICHINS

A Realtor® for over 35 years, Linda brings a wealth of knowledge and versatility to our team. She has experience as an independent real estate agent, buyer’s agent, office manager and property manager. She has also owned two real estate related businesses and multiple residences.

Kristina maintains the intricate details of property sales and listings to ensure the best service possible.

Kristina is focused, dependable, approachable and committed to assisting every client through their real estate transaction with ease.

CHRISTIAN SANCHEZ

DREW LAWSON

Christian began his career as a commercial photographer and designer. He began running his own creative agency in Salt Lake City, UT where he (re) branded and marketed for several companies within the real estate industry such as Keystone Construction, Loft Six Four and Sherpa Solution.

One of the newer members of our team, Drew assists us with writing, as a web application expert, and as a consultant in several areas of his expertise including social media, mobile apps, website domains, and literary insight.

CUTTING-EDGE TECHNOLOGY Because we want to provide the best possible services to our clients, we have invested in several cutting-edge technologies, all of which are geared toward helping our buyers find their ideal home. For example, one of our proprietary systems allows us to set up targeted alerts for our buyers, so that they are informed immediately whenever a new property that matches their search parameters comes on the market. Because Park City is such a hot market where properties tend to sell quickly, this service means that our buyers often get the first look at a new listing. This can mean the difference between finding the perfect property for our clients and losing the opportunity to a rival buyer. This tool also allows our buyers to stay informed even if they aren’t ready to purchase immediately—once they are ready to buy, they’ll already have up-to-date information about what properties are currently available.

Thanks to our association with Engel & Völkers, we are equipped to work with buyers from anywhere in the world.

Our website can be easily converted to most languages, and we can display information about property listings in the corresponding currency and units of measurement. This has allowed buyers from all over the world to quickly and clearly look at properties without having to make complex language, currency, or land measurement conversions. We are committed to helping anyone, anywhere find their dream home in Park City and its outlying areas, including Heber, Midway, Kamas, Francis, Marion, Oakley, Charleston, Wallsburg, and others.

SUPERIOR ATTENTION

A BETTER VALUE FOR

TO DETAIL

YOUR MONEY

Real estate transactions can be notoriously complex, and small clerical mistakes in the important transaction documents are all too common. Because these mistakes often cost buyers precious time and money, and because they can even cause transactions to fall through entirely, we are very serious about maintaining a superior level of attention to detail in everything that we do.

We are dedicated to helping our buyers find their dream home, but we also want to make sure that they get an exceptional value out of their time working with us. We offer more comprehensive services than the average agent, but because the seller is typically responsible for paying our commission, you get to enjoy the many benefits of working with us completely free of charge.

We are committed to providing our clients with a smooth, seamless buying experience, so all offers, counteroffers, and closing documents are closely reviewed by multiple Lawson Team specialists in order to check for errors and, when found, to make sure that those errors are corrected. We often find issues with these documents that would have caused major problems with the transaction, so keeping a close eye on them has become an important part of our buyer services.

However, we don’t just strive to provide free services; we are also committed to saving you money on your home. Our buyer’s agents are top negotiators who have a history of securing the best possible prices for our buyers. We regularly close deals for 2.24% less than the average realtor. And, while this doesn’t sound like much, consider that a savings of 2.24% on the average Park City home sale (of $829,500) comes out to $18,580.80. We don’t know of any agents who can save you as much money as we do.

CUSTOMER REVIEWS MORE THAN 98% OF OUR CLIENTS ARE HAPPY WITH OUR SERVICES “ Working with Michael and buying our home in Park City was an outstanding experience. When we initially learned we were moving to the area, we had been referred to a couple of other agents but we were introduced to Michael through a mutual friend. Michael was third in line as we felt we had some loyalties to the other agents, and we were up front with him about that fact. He generously offered to be of help to us in any way we might need even though we didn’t intend to use his expertise. In the months before we started our search, he periodically reached out and sent us updates to the inventory in our price range. It became evident very quickly that the other agent we thought we were going to work with was not as engaged in our search, so we decided to trust our instincts and work with Michael. When we arrived in Park City we had a short period of time to find our home and Michael dedicated that time to us and kept us in our budget. He showed us a wide range of possibilities and knows the area very well. When we found the home that we wanted to make our offer on, he was the key factor in us securing the price we wanted. We admire his negotiation skills and are confident that our dealings with a difficult seller wouldn’t have been as successful if we hadn’t used Michael. We recommend Michael highly! ” – Nicki and Rob R “ Michael did an excellent job selling our house even though we had many challenges. He was

patient, diplomatic and persistent. I would highly recommend him to anyone looking to purchase or sell a home in Park City. Thank you Michael! ” – Dan J. “ David was our buyer’s agent for our recent home purchase in Jeremy Ranch. He is incredibly knowledgeable about the area, the local real estate market, and the real estate buying and selling process. His level of professionalism is unparalleled in my experience. He was always on top of every detail, was very responsive, and has a vast network of contacts in the Park City area. . . . You really can’t ask any more from a real estate agent. David will definitely be our agent of choice for any other real estate transactions we do in the future, and will be our first and best recommendation to all of our friends and family. ” – Travis Wright “ Mike did a great job for us in our purchase of a condo/townhome in the Canyons. We originally were not even looking in the Canyons. However, Mike took the time to get to know us and had a hunch that there was a particular unit that we were going to love. He was right! It was not an easy process to get the deal closed for many reasons that had nothing to do with Mike. Nevertheless, he stayed on top of all issues and helped various road blocks that arose along the way. We ultimately closed and are very happy with our purchase and the service Mike provided. ” – Ed & Jamie B. “ Michael Hatz more than exceeded our expectations. He was an invaluable resource when looking for a home in Park City. We were very specific about the location we wanted to be in and he was able to zero in on that location and find us the perfect spot when there was not much on the market. It was his extensive knowledge of, and connections in, the Park City Real estate market that enabled us to get the home we wanted. We needed to sell our home

in CA at the same time as buying our current home in PC, so negotiations were a bit tricky, but he handled them extremely well. He continued to be a resource and sounding board throughout the purchase, from due diligence to close. He also recommended a great mortgage company in PC called Cornerstone Home Mortgage. Becky was great to work with. We would definitely recommend Michael to our family and friends. ” – Scott C.

“ I have known David for over 10 years. His service, professionalism and dedication are unparalleled in Park City real estate. I purchased four properties through David, including three investment properties and my home in Deer Valley. I felt that David’s skills in finding and negotiating our real estate purchases were critical to our success. I would highly recommend him to represent both buyers and sellers in Park City. ” – Richard R. “ We had the pleasure of working with David on a recent search and purchase of a condo in Park City. We are so happy we chose David to work with. David gave us his undivided attention, shared his wealth of knowledge of Park City, negotiated a contract we are very happy with, and gave us referrals and contact information for insurance, utilities, and the like. Although we do not reside in Park City and did the closing via emails, we felt connected throughout the entire process. In addition to David being available to us with any questions or concerns, his office staff helped with all the closing documents and was also an added bonus! We can not say enough good things about David; we look forward to working with him again in the future! ” – Mark & Laura Clounch “ Michael is a person of high character and professionalism. He patiently worked with us for two and a half years, and stayed on top of our ever changing wants and needs. When we finely decided on a new home development he kept us

in the loop with photos and commentary as it was being built, since we lived 2,500 miles away! He worked tirelessly with the builder and with us to explain the process, and guided us through a smooth closing. He also helped us adjust to the Park City area through his introductions of activities and groups that might interest our family. He made the transition to our new home a pleasure and was there for us long after the closing, always making himself available for our many questions and concerns. Best real estate professional we ever worked with!

– Charlie and Helene H. “ After accepting a new job in Salt Lake City but before moving from Maryland In 2002, my wife and I decided we wanted to build a house in the Park City area because we had always wanted to live in the mountains. We visited Park City and hired David Lawson to help us find and buy a lot to build our dream house. What a great decision it was to work with David. We had little to no knowledge of the Park City area, and David showed us several properties that fit our budget, need to commute to Salt Lake City, and desire for a truly awesome view of the mountains. In addition, he showed us some homes that were similar to the one we wanted to build so we could determine if we really wanted to build or buy an existing home. He helped us find and purchase the perfect property. It was an extremely pleasant experience working with David. David has since helped us several times with real estate valuation questions without any consideration of remuneration. When we decide to sell or buy property in the future, David will be our real estate agent. I give David a five out of five star rating and recommendation. ” – Gary & Heather Ellis

THE TOP EIGHT REASONS FOR BUYING A HOME If you’re like most buyers, you have probably received advice from friends, family, and coworkers, many of whom are encouraging you to buy a home. However, you may still wonder if buying a home is the right thing to do. If so, relax—having reservations is normal.

The more you know about why you should buy a home, the less scary the entire process will become.

Here are eight good reasons why you should buying property in Park City.

RECREATION Around two thirds of all homes in Park City are originally purchased as recreational properties.

However, people often discover that Park City is a great place to live year-round, and in many cases their recreational property quickly becomes their primary residence.

PRIDE OF OWNERSHIP Pride of ownership is the number one reason why people want to own their home. It means you can paint the walls any color you desire, turn up the volume on your audio system, attach permanent fixtures, and decorate your home according to your own tastes. Home ownership gives you and your family a sense of stability and security and represents an investment in your future.

APPRECIATION Although real estate moves in cycles, home values tend to appreciate in the long term. The Office of Federal Housing Enterprise Oversight tracks the movements of single-family home values across the country, and its price index breaks down the changes by region and metropolitan area. Many people view their home investment as a hedge against inflation

MORTGAGE INTEREST DEDUCTIONS Home ownership is a superb tax shelter, and our tax rates favor homeowners. As long as your mortgage balance is smaller than the price of your home, your mortgage interest is fully deductible on your tax return. And since interest is the largest component of your mortgage payment, your interest deduction can be very valuable.

PROPERTY TAX DEDUCTIONS IRS Publication 530 contains tax information for first time buyers. Real estate property taxes paid for a first home and a vacation home are fully deductible for income tax purposes.

CAPITAL GAIN EXCLUSION As long as you have lived in your home for two of the past five years, you can exclude profit from capital gains, up to $250,000 for an individual or $500,000 for a married couple. You do not have to buy a replacement home or move up. There is no age restriction, and the “over55” rule does not apply. You can exclude the above thresholds from taxes every 24 months, which means you could sell every two years and pocket your profits—subject to limitation— free from taxation.

PREFERENTIAL TAX TREATMENT If you receive more profit than the allowable exclusion upon the sale of your home, that profit will be considered a capital asset as long as you owned your home for more than one year. Capital assets receive preferential tax treatment.

MORTGAGE REDUCTION BUILDS EQUITY Each month, part of your monthly payment is applied to the principal balance of your loan, which reduces your obligation. With the way amortization works, the principal portion of your principal and interest payment increases slightly every month. It is lowest on your first payment and highest on your last payment. On average, each $100,000 of a mortgage will reduce in balance the first year by about $500 in principal, bringing that balance at the end of your first 12 months to $99,500.

If you have cold feet and are thinking about backing out of the transaction, talk to your agent about those feelings. They can help walk you through the anxieties. Pros will help you to determine if you really need to cancel and, if so, manage the transaction so you can get your earnest money deposit back.

PITFALLS TO AVOID WHEN BUYING A HOME Once people find and purchase their dream home, they hope they have made the right decision.

After planning, searching, and successfully buying a new home, nobody wants to discover later on that they chose poorly. Here are some buying pitfalls that, if avoided, will help you steer clear of the costly mistakes that often plague the less educated

REFUSING TO CONFIDE IN A TRUSTED ADVISOR This advisor could be your real estate lawyer or your real estate agent. Buyers often withhold information for a variety of reasons, such as: • • • •

They are afraid of how they will be perceived They have an irrational belief that they have all the answers They don’t feel it is important enough They lack confidence in their advisor

Experienced real estate professionals handle a large volume of transactions and personality types, so there’s little they haven’t heard before. Your advisors are representing your best interests and have a fiduciary responsibility to do so.

Remember that they can’t help you if they aren’t aware of your circumstances or what you’re trying to accomplish, so it is important that you be forthcoming. And, because of their experience, they will typically be able to craft solutions that you would not have considered.

ALTERING FINANCES PRIOR TO CLOSING Buyers occasionally make the mistake of purchasing big-ticket items just before escrow closes on their new home, and this often causes their home sale to fall through. For example, buying a new car and financing the purchase will change your credit ratios, and this can mean that you no longer qualify for your home loan.

In order to prevent this, do not buy anything on credit, whether with a financing plan or with a credit card, once you have completed your home loan application. For example, do not buy: • Automobiles • Washers, dryers, or refrigerators • Lawn mowers or garden equipment • Expensive electronics or computers • Furniture for your new home

Any slight alteration in your credit ratios, even from paying off a loan or a line of credit, could cause an underwriter to deny your loan. And, if your loan contingency expires or is removed, you could forfeit your earnest money deposit in addition to losing the home. Be patient and wait to make purchases until after your closing.

BUYING THE WRONG HOUSE The first thing buyers should do when considering a home purchase is make a list of priorities and define home purchase objectives. Figure out what features and benefits are most important to you and which ones you can live without. Before you close escrow, review this list. It’s easy to overlook a major factor that could come back to haunt you later.

Once you have your home purchase objectives on paper, the next thing you should do is to complete a copy of Your Dream Home Profile. We have included one for you in the next section.

YOUR DREAM HOME PROFILE This is where the fun begins! This form allows you to begin to dream a little and then get your dreams down on paper. As soon as you fill this out, we can get started on helping you find your perfect property. Please note: you do not have to complete every line. This is just a guide to assist you as you think about the kinds of things that you want in your perfect property.

First Name:

Spouse’s First Name:

Last Name: Address: City: Cell:

State: Work Phone:

Email: Spouse’s Cell: Spouse’s Email:

Spouse’s Work Phone:

Zip:

HOME & NEIGHBORHOOD PROFILE 1. Briefly describe your dream home:

2. How much home shopping have you done so far?

3. What neighborhoods or areas do you like?

4. What is interesting or important to you about those areas?

5. Do you have any location requirements (ski-in/ski-out, golf course, proximity to school or church)?

6. Have you seen any specific homes you like? Can you describe them for me?

SPECIFIC HOME SEARCH CRITERIA 1. Basic criteria: Bedrooms: Lot size: Number of Fireplaces:

Bathrooms:

Garage Size:

Family Rooms:

Sq. Ft.:

Number of Levels:

2. Tell me about features you would like (Please circle the answer):

Interior: Heat: Air Conditioning?

Heated Garage?

Pantry?

Gourmet Kitchen?

Formal Dining?

Lots of Closet Space?

Lots of Storage Space?

Home Office?

Mud Room?

Ski Lockers?

Shop?

Craft/Hobby Room?

Bonus Room?

Wine Cellar?

Home Theatre?

Hot Tub? Steam Shower?

Elevator?

R. V. Space?

bright/airy | dark/elegant radiant | forced air Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No Yes | No

3. Is there any particular architectural or decorating style that you prefer?

5. Miscellaneous features and special needs:

NOTES