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Carbutti_ Buyer Information Sheet

Carbutti_ Buyer Information Sheet

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Published by John McMillan

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Published by: John McMillan on Jan 27, 2012
Copyright:Attribution Non-commercial

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01/27/2012

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Buyer Information Sheet
Appt. Set (Date/Time): _____________________________Lead Status (Time Frame): A B CLead Assigned to: ____________________________________Date: ____________________________ Needs: Buy Sell Lease Lead Source: _________________________________________________ Referral Fee:
Yes
No If YES, to whom: ___________________ %: ____ Phone: ____________ Referral Address: ____________________________________________Tax ID #: ________________ 
Prospect’s 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
NoIf own, do they have to sell first?
Yes
No How long looking for a home? __________________ If own, is listing information sheet completed?
Yes
NoIf NO, why? __________________________________________________________________________ Time Frame: _________________________________________ 
WORKING WITH ANOTHER AGENT?
Yes
No If YES, is there a signed agrmnt?
Yes
NoWhat are the three things you are looking for in an agent?1. ________________________ 2. ________________________ 3. ___________________________
MORTGAGE:
Will the buyer be paying cash?
Yes
NoIf 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: _________________________________________________________________ Don’t 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

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