Buyer Information Sheet

Appt. Set (Date/Time): _____________________________

Lead Status (Time Frame): A B C
Lead Assigned to: ____________________________________ Date: ____________________________
Needs: Buy Sell Lease
Lead Source: _________________________________________________
Referral Fee: Yes No If YES, to whom: ___________________ %: ____ Phone: ____________
Referral Address: ____________________________________________
Tax ID #: ________________
Prospects Name: ___________________________________________ Spouse: _______________________
Tell me about your family: _________________________________________________________________
Current Address: __________________________ City: ______________ State: ______ Zip: ___________
What is your mailing address? _______________________________________________________________
Home Phone: ____________________ Work: ____________________
Cell: _____________________
E-mail: _________________________________________________________________________________
LOCATION:
Desired Area(s): __________________________________________________________________________
School Preference: ________________________________________________________________________
PRICE: $_____________ to $_____________
MOTIVATION: Motivation Level: (low) 1 2 3 4 5 (high)
Do you currently Own, or Rent? Lease Expires: ________________ Rent Amount: $______________
If own, is house on the market? Yes No
If YES, are they buying with that agent? Yes No
If own, do they have to sell first? Yes No How long looking for a home? __________________
If own, is listing information sheet completed? Yes No
If NO, why? __________________________________________________________________________
Time Frame: _________________________________________
WORKING WITH ANOTHER AGENT? Yes No If YES, is there a signed agrmnt? Yes No
What are the three things you are looking for in an agent?
1. ________________________ 2. ________________________ 3. ____________________________
MORTGAGE: Will the buyer be paying cash? Yes No
If NO, do they require a lender referral? Yes No
If YES, referred to: _________________________
HOME CRITERIA: # Bedrms: _____ # Baths: _____ # Living: _____ # Dining: _____ # Garage: ____
Stories: _____ Sq. Ft: ______ Lot Size: ______ Age of Home: ______ Style: _______________________
Special Needs/Must-haves: _________________________________________________________________
Dont Want: _________________________________________________________________
Type of Home: ___________________________________________________________________________
CLOSE FOR THE APPOINTMENT:

Best time: Weekday Weekend Day Night

43 Hall Avenue. Wallingford, CT 06492 Phone: 203-269-4910 www.carbutti.com

GREAT! Let me take a moment to make sure I have all the information I need.
NOTES: ________________________________________________________________________________
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Buyer Information Lead Sheet