This form gives me a quick snapshot of your situation so I can be prepared with your options when I contact you.A few clicks of your mouse & I will be letting you know within 1 to 24 hr mon-fri if I can get you into a home or what you need to do for a future purchase.
Thank you in advance for the opportunity to help you.I look forward to meeting you & getting you into a home soon!
Steve Eveleth"work for it"
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Contact Information |
| First & last name | |
| Number you want to be contacted at | |
| Alternative number | |
| Email Address | |
| Best time of day to contact you? |
anytime motivated!
9am to 12pm
12pm to 1pm
1pm to 5pm
after 5pm
|
Financial Information |
| How long have you been on your current job or same line of work? | 6 mos
1yr
2yrs
3yrs
4yrs
5yrs
10yrs+
|
| annual income (total household before taxes) |
25k to 35k
35k to 45k
45k to 60k
60k to 80k
80k to 100k
100k to 150k
150k+
|
| Are you a first time buyer? |
yes
no
|
| Credit score |
400 to 450
450 to 500
500 to 550
550 to 600
600 to 650
650 to 700
750 to 800
not sure but should be good
no credit
need credit repair
we are currently working on it
|
| Anyone else going to be on loan to help you maximize your preapproval amount? |
no just me
maybe
family member
co-worker
friend
girlfriend
boyfriend
fiance
|
| Do you currently rent or own? | rent
own
|
| Do you have any cds, seps, retirement, 401k, pension, savings, investment propertys | Yes
No
|
| Do you currently have on your credit |
short sale
foreclosure
collections
judgements
repossessions
a few late payments
none of the above
|
| What is the most you can afford for a monthly payment? |
$1000 to $1500
$1500 to $2000
$2000 to $2500
$2500 to $3000
$3000 to $3500
$3500 to $4000
$4000+
|
| Do you have any money to put down? |
1%
3%
5%
10%
20%
have a few thousand in the bank
do not have any cash
family members helping
buying home cash no loan
have cash but want to use the banks$
prefer to discuss personally later
|
| Working with more than one agent is a conflict of interests. If you choose to utilize my services would you have any issue using me as your agent? |
no
yes
already have an agent
|
| Are you currently working with any other realtors at this time? | yes
no
|
| Are you currently working with other lenders at this time? | yes
no
I am preapproved now
just shopping lenders
|
Your Housing Needs |
| What area would you like to live in? |
East Bay Area
South Bay Area
Central Valley
Anywhere I/We can afford!
I/We are open to our options
|
| What kind of home would you like? |
Single family
Condo
Townhome
Whatever I/We can get into
|
| Anything else you would like me to know about your situation, specific needs, area or type of home you will want to shop for? | |
| Can you house shop during the week? |
yes
no
maybe
weekends only
|
| Current home address, city, state & zip | |
| |
|
| If I can get you preapproved, ready to go out house shopping, how serious are you about getting into a home? |
Very motivated
ready to go shopping as soon as im preapproved
just want to know what my options are
not sure
want to purchase at a later time
within 6 months
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