client questionnaire
Post on 22-Mar-2016
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Buyer’s Questionnaire
The schrader group
joy
life
home
family
comfort
love
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300 E. Sonterra Bldg 1 Suite 1180 San Antonio, TX 78258
In an effort to provide you with the best marketing services, we ask that you take a few minutes to complete our Client Question-naire which will be very helpful for us.
We appreciate the time you will take to complete this information for us. We want to be your Real Estate Team for life.
The Schrader Group
Mission Statement
Our Vision
To provide our Real Estate Clients with the most professional rep-resentation. Professional Representation is the combination of the cutting edge technology, competence, communication, experi-ence, wisdom and personal integrity.
To build a successful Real Estate practice based solely on the con-fident and enthusiastic referrals of our friends and clients.
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All About you
Your information:
Spouse or significant other
Name : _____________________________________
Home: _____________________________________
Home Fax: __________________________________
Home Email: _________________________________
Work #: ____________________________________
Cell #: _____________________________________
Work Fax: ___________________________________
Work Email: _________________________________
Name : _____________________________________
Home: _____________________________________
Home Fax: __________________________________
Home Email: _________________________________
Work #: ____________________________________
Cell #: _____________________________________
Work Fax: ___________________________________
Work Email: _________________________________
Children: Name(s) Birthday(s)1: ____________________________________________________________________________________
2: ____________________________________________________________________________________
3: ____________________________________________________________________________________
4: ____________________________________________________________________________________
5: ____________________________________________________________________________________
Pets:
1: ____________________________________________________________________________________
2: ____________________________________________________________________________________
3: ____________________________________________________________________________________
Hobbies/Interest(s):
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
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$50,000 or under
$50,000 - $75,000
$75,000 - $100,000
$100,000 - $150,000
$150,000 - $200,000
$250,000 - $300,000
1. Price home we’re looking for…
$300,000 - $350,000
350,000 - $400,000
$400,000 - $450,000
$450,000 - $500,000
$500,000 - $600,000
600,000+
1 Story
2 Story
Townhome
Contemporary
Colonial
Victorian
2. The style home we prefer is…
New Home
6-10 years
16-20 years
Over 25 years
1-5 years
11-15 years
21-25 years
No preference
3. Age of house we’re looking for…
4. Type of exterior we prefer is…
Brick
Vinyl
Aluminum
Stone
Wood
Other
Shingle Roof
Metal Roof
All About your ideal home
(Other)___________________________________________________________________________________
2. Other important features..... (please include )
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7. Some features we’d like in our location:
Schools Church Synagogue Shopping
Park Other:__________________________________________
8. Type of financing we prefer:
Conventional VA Adjustable Rate FHA Owner Finance Assumable Mortgage
9. Features that we love about our current residence: ________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
10. The home we are looking should have:________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
6. The location we prefer is: City Suburban RuralCertain Area:______________________________________________________________________________
#Baths:
Wet Bar (Y/N):
Eat-In Kitchen (Y/N):
Garage (Y/N):
Hot Tub (Y/N):
Study (Y/N)
Formal Dining (Y/N):
#Bedrooms:
Pool (Y/N):
Fireplace (Y/N/How many?):
Family Room (Y/N)
Other
5. Some major features we’re looking for…
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ADDRESS:
Price
Location
Curb Appeal
Neighborhood
Lot Size
Driveway
Yard/Landscaping
Bedrooms
Bathrooms
Kitchen
Appliances
Storage
Garage
Deck/Patio
Pool/Hot Tub
Heat/AC
Taxes
School
Condition
Personal Property
Energy Efficiency
Room Sizes
Layout
Quality
“Personality”
Property Comparison Record
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moving checklistDON’T FORGET TO:
Empty freezers and plan use of foods
Defrost freezer/refrigerator
Have appliances serviced for moving
Make arrangements for TV & cable services
Clean area rugs and have them packed
Plan special care needs of children, pets and plants
SEND CHANGE OF ADDRESS TO:
Post office (give forwarding address)
Charge accounts, credit card companies
Subscriptions (most require several weeks notice!)
Friends and relatives
Banks, may need to transfer funds
Insurance coverage (life, health, fire, and auto)
Car title registration
Driver’s license
Motor club memberships
Utility companies (gas, light, water...)
Home delivery services
School records
Medical, dental, prescriptions
Churches, clubs, civic organizations
Pet care (vaccinations, tags, etc.)
MOVING DAY, DON’T FORGET:
Carry currency, jewelry, and documents
Plan for transporting pets
Carry traveler’s checks for quick available funds
Let someone know your route
Double check old closets, drawers, and shelves
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300 E. Sonterra Bldg 1 Suite 1180 San Antonio, TX 78258
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