GETTING TO KNOW YOU AND YOUR HOME
Date of Meeting
Client Name(s)
Property Address
Sales Associate
Please share with me why you’re moving.
Seller Assessment
What is your ideal time frame for making this move?
What’s most important to you in this move? Do you have any concerns about your move?
What were the most compelling reasons you purchased this home? What is the best feature of the home?
What improvements have been made while you’ve owned the property?
Where are you moving? Are you working with an agent to look for a new home yet?
What do you expect from the agent and real estate company you choose to represent you?
In the move you’re making, will you be needing any help with a mortgage, insurance, etc.?
Do you have an price in mind for your home?
Please Note: The information on this page is necessary for the Listing Presentation. Please fill in the fields below and verify the information through local construction, Health Department records, or applicable Tax Records. These may be available on the Multiple Listing Service. At your first appointment with the seller, ask only those unanswered questions.
Street:
Town: State: ZIP:
Customer Name: (for use in Listing Presentation)
Owner Name 1:
Phone: Email:
Owner Name 2:
Phone: Email:
Property Type: q Single-Family q Townhouse q Multi-Family q Co-op q Apartment q Land q Condo
Other:
Zoning Use (If other than residential):
Property Style: q Cape q Split q Bi-level q Colonial q Ranch Other:
Rooms / Information:
Total # of Rooms: Total # of Bedrooms: Full Baths: Half Baths:
(Note: If septic system, verify approved # of bedrooms against municipal construction records from town official or Health Department)
Room Size: ____ft. x ____ft. Remodeled? (Check for permits): Year:
Level (check one): B q 1st q 2nd q 3rd q 4th q
Floor covering: Tile q HW q Other:
Sink: Single q Double q Features:
Center Island: Y q N q
Countertop Type:
Cabinet Description:
Lighting:
Appliances:
Pantry: Y q N q
Stove - Type Y q N q Negotiable q Incl. in Sale q
Oven - Type Y q N q Negotiable q Incl. in Sale q
Dishwasher - Type Y q N q Negotiable q Incl. in Sale q
Garbage Disposal - Type Y q N q Negotiable q Incl. in Sale q
Refrigerator - Type Y q N q Negotiable q Incl. in Sale q
Microwave - Type Y q N q Negotiable q Incl. in Sale q
Trash Compactor - Type Y q N q Negotiable q Incl. in Sale q
Instant Hot Water - Type Y q N q Negotiable q Incl. in Sale q
Kitchen Exhaust Fan - Type Y q N q Negotiable q Incl. in Sale q
Tabletop Range - Type Y q N q Negotiable q Incl. in Sale q
Other / Special Features:
Room #1: ______________________________
Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #2: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q
Type:
Room #3: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? ___ Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #4: _______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? ___ Permits? ___ Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #5: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #6: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #7: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q
Lighting Type:
Room #8: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #9: ______________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #10: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q
Lighting Type:
Room #11: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Room #12: _____________________________ Room Size: ____ ft. x ____ ft. Closet q
Remodeled? Permits? Year: ______ Level (check one): Bq 1stq 2ndq 3rdq 4thq
Floor covering: Tile q HW q Carpet q Other q Lighting Type:
Exterior (Main Building)
Other Points of Interest
Siding: Vinyl q Aluminum q Wood q Stucco q Brick q Insulated q
Asbestos q Synthetic Stucco / EIFS q Stone q Other q
Describe:
Age (Request documents for proof of age): _____
Roof: Shingles q Tile q Other q Age (Request documents for proof of age):
# of Windows: 1st Fl. 2nd Fl. Basement Attic
# of Doors: Type:
Gutters / Leaders Y q N q Retaining Walls Y q N q
Porch Y q N q Front q Back q Side q
Deck Y q N q Front q Back q Side q Material:
Patio Y q N q Material:
Driveway Y q N q Common Y q N q Easement Y q N q
Material:
Other Special Exterior Features:
Garage
Attached q Detached q # of Cars Accommodated:
Automatic Garage Door Openers Y q N q Qty.:
Storage Area Y q N q Insulated Y q N q Heated Y q N q
Special Features:
Amenities - Interior
Security System Y q N q Service Provider:
Intercom Y q N q
Smoke / Fire Detectors Y q N q # in Home: _________
Carbon Monoxide Detectors Y q N q # of Detectors: _________
Central Vacuum Y q N q Cable Ready Y q N q
Central Air Y q N q Zones: _________ Whole House Fan: _________
# of Air Conditioners: _____ Total Wall: _____ Window: _____ Incl. in Sale Y q N q
Hot Tub q Jacuzzi / Whirlpool q Steam Shower q Sauna q
Other Special Interior Amenities:
Attic
Finished Y q N q
Access:
Attic Fan Y q N q
Flooring:
Type of Insulation:
Other Points of Interest
Whole House Fan Y q N q
Blown Insulation Y q N q
Rolled Insulation Y q N q
Other:
Basement
Finished Y q N q Full q Partial q Walk-Out q
Crawl Space Y q N q
Sump Pump q French Drains q
(Verify Presence of Pump)
Suitable for Storage Y q N q
gap between floor and wall
NOTE: A gap between the floor and the wall may also indicate the presence of a floating slab.
Sump Hole
French Drains
Other Points of Interest
Please Note: This section should be completed once you have obtained the listing to help you complete the MLS information.
Amenities - Exterior
Lawn Sprinkler System Y q N q
Pool Y q N q In-ground q Above-ground q Documentation of Age: If in-ground: Tile q Cement q Fiberglass q Other:
Size: ____ft. x ____ft. Heater q Filter q
Hot Tub q Jacuzzi / Whirlpool q
Heated Driveway q Heated Patio q
Other Special Exterior Amenities:
Sewage and Water
Sewage: Public q Septic q Age of Septic: ___ Last date pumped:
Water: Public q Well q (Ask for last water quality reports)
Well Flow Amount Rating: __________
Y q N q
q
q
Y q N q
Other Points of Interest
Utilities
Furnace: Gas q (If Gas, Propane q Natural q) Oil q Electric q
Age: _________ Mfr.: Delivery HW q Steam q FA q
Presence of Gas Tank: Underground q Active q Certificate of Closure Y q N q
Above-ground q Active q Certificate of Closure Y q N q
Presence of Oil Tank: Outside q Inside q (Location):
Underground q Active q Certificate of Closure Y q N q
Above-ground q Active q Certificate of Closure Y q N q
Other / Details:
q
Electric Circuit Breakers: Fuses:
100 amp q 200+ amp q Other:
220 Service q Location:
To view the amp amount, check on the inside panel of the circuit breaker.
Circuit Breakers (200 amp electric panel)
Other Points of Interest
Radon
Radon Mitigation Y q N q Year:
Last Radon Test Results (ask for documentation):
Service Provider:
Waterproofed Y q N q Type: Year:
Dampness / Water History Y q N q Details:
Other
Termite Y q N q
If yes: Treated Y q N q Date:
Radon Mitigation System
(Look for inside meter on basement wall and typical fan placement and exhaust on an exterior wall.)
Other Wood-Boring Insects Y q N q
If yes: Treated Y q N q Date:
Mold Y q N q
If yes: Treated Y q N q Date:
Asbestos Present Y q N q
Certification: _
Certification: _
Certification: _
If removed, date: ________________ Service Provider: _________________________________________
Assessments (Ask for most recent tax bill; review to see if any tax assessments are pending):
Land: $
Building: $
Lot Size (Ask for survey):
Taxes:
Block # (From Tax Records):
Year Built:
Year Renovated (Verify construction permits):
Length of Ownership:
Notes:
Total: $
Improvement: $
Lot # (From Tax Records):
Please Note: You and your brokerage are legally responsible for all representations. Please verify the accuracy of all information below. These descriptions should not be written while you are with the homeowners. These descriptions will be used in the listing presentation and in marketing materials for the property. Please write them soon after your appointment so that you capture all details. Remember, professional photos are essential for the listing presentation as well as for showcasing the home online and in the marketing materials that will be created after the property is listed.
What are the top 4 features of this home? (For use on Property Business Cards):
• • • •
Property Description (for use online, in social media, on the MLS and property website):
Please Note: Detach and give this page to your customer. Advise that it would be helpful to have this information at your next meeting.
Please gather the following documents to facilitate the sale of your home.
q Current tax bill and any recent or pending assessments
q Property survey
q Construction record: permits, contracts, receipts, etc.
q Proof of age of roof and/or siding
q Deed
q Monthly/quarterly utility bills
If Applicable:
q Well flow amount rating; water quality report
q Septic rating record/septic plan; service records
q Radon mitigation test results
q Asbestos remediation
q Wood-destroying insect reports/treatment contracts
q Mold reports/treatment records
q Tank under/above ground inspections; decommission