PREFERRED CLIENT QUESTIONNAIRE


Agent's Name:
 

General Information (all information provided will be kept confidential)
     
*First Name
*Last Name DOB
First Name(2)
Last Name(2) DOB
 
*Address
*City
*State *Zipcode
 
 
*Home Phone
Work Phone
Cell Phone 1
Cell Phone 2
Fax
Work Fax
Email 1
Email 2
Children's Names
Birthdays & Ages
Employer(s)
   
Referred By
 
If You Are Purchasing A Home
Desired Location(s)
Type of Home
Desired Price Range
Desired Down Pymt
Pre-qualified?

Mortgage Co.
Do you own a home?

If so, location
Is it on the market?

Value of home
Currently working with another agent?

If so, who?
Signed anything with another agent?
   
Additional Comments
 
If You Are Selling A Home
Location
Type of Home
Currently working with another agent?

If so, who?
Signed anything with another agent?
   
Additional Comments

 

* Required Fields