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?
Yes
No
Mortgage Co.
Do you own a home?
Yes
No
If so, location
Is it on the market?
Yes
No
Value of home
Currently working with another agent?
Yes
No
If so, who?
Signed anything with another agent?
Yes
No
Additional Comments
If You Are Selling A Home
Location
Type of Home
Currently working with another agent?
Yes
No
If so, who?
Signed anything with another agent?
Yes
No
Additional Comments
* Required Fields
*
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