BUYER NEEDS ASSESSMENT
Date: Status in myWeichert (check): Active Lead Client
Source: ___________________________________ Buyer Consultation Date: ____________________________
Search alerts set up: 1. 2.
Connected on social media
Signed agency disclosure
Signed Exclusive buyer agency agreement
Contact Information & Preferences
Signed RESPA form
Supplied with all mandatory forms/booklets
Supplied buyer/seller guide with leave behind materials
Name #1: Mobile #1
Email #1:
Preferred method of communication (phone/text/email/messaging)____________________________________________________
Name #2: Mobile #2:
Email #2: ____________________________________________________________________________________
Preferred method of communication(phone/text/email/messaging)
Current Property Address: City: State: Zip:
Are you buying the home with anyone else? _________________________________
Are you currently renting or do you own your home? Homeowner Renter
Homeowner:
Will it be necessary to sell your home before you buy a new one? YES NO
Have you listed your home? YES NO
Renter:
If not, do you have a timeframe in mind?
When does your lease expire? __________________________ What is your monthly rent currently?_____________
Who will be living in your new home with you?
Special Considerations:
Will your home need to accommodate any special needs?_______________________________________________
Do you have collections, special furniture or other possessions that need to be accommodated in your new home? YES NO
Any lifestyle or hobbies that would require a specific location or home attributes to accommodate?
Pets? YES NO
Motivation:
Why are you moving?
What are the benefits of moving? ___
What date do you envision being in your new home?
What is most important to you in this move?__________________________________________________________
What will happen if you don’t move?
Will anyone else be involved in your home buying decision?
If so, by whom? ___________________ Type of loan: _______________ Date of approval/expiration:
What was the recommended price range? __________ What tax amount was used in these calculations?__________
Desired Features:
Interior Features/Amenities
Exterior Features/Amenities
Proximity to Mass Transit _______