The Upham Group Buyer Survey
BASIC INFORMATION:
*Who Referred you to our Team?
     
  If you were personally referred to our Team, please mention whom
     
  What makes you want to buy a home right now?
     
  What are the top three things you are looking for in the real estate team that you hire?
     
 
GENERAL INFORMATION:
*First and Last Name:
     
*Current Address:
     
*Preferred Email:
     
*Preferred Phone Number:
     
If we asked your best friend to describe you, which of the following statements would they choose?
     
Spouse/Partner's First and Last Name (if applicable):
     
Preferred Email:
      
Preferred Phone Number:
     
If we asked you to describe your spouse/partner, which of the following statements would you choose?
     
Who should we use as our main contact?
     
What are the best days and times for you to look at properties
     
 
YOUR NEW HOME
Please describe the items you NEED in a home: (if it does not have the following you will not buy the home. For instance, at least 3 bedrooms, basement)
     
Please describe the items you WANT in a home: (these are preferred options but you may still buy the home. For instance, 2 car garage, sitting room, 1 acre lot) 
      
What specific neighborhoods, communities or areas do you have in mind? What attracts you to these areas?
      
Have you done any research on your own? What specifically? (Open houses, online browsing, etc.)
      
Have any specific homes caught your eye? If so, please list the properties (address or MLS #)
      
How can we make this process as smooth as possible for you? 
      
What is your time frame for moving? 
     
What will you do if you do not find a home within that time frame? 
      
Have you previously owned a home or other real estate?
      
Do you currently own a home? If so, do you need to sell first and is it on the market? 
      
Do you understand how the agent who helps you find and purchase your home is paid? 
      
 
IT'S TIME TO MEET OUR TEAM!
Our next step will be to set up a meeting with The Upham Group to discuss the best strategy to meet your goals. When would you like to meet?
     
Is there anything else you would like for us to know?
      
entry field:
Notes:
entry field:
entry field:
  City:  State:       Zip: 
Your email address*:
  Note: Please be assured that your e-mail address will never be sold, shared or used for any other purpose without your permission.




   





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