Checklists and Tools

Name *

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Best phone number *

Best email *

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How would you prefer to be contacted? (multiple selections available)

Which days and times are best for me to contact you? *

I am a *

BUYING

I'm looking to purchase *

I would be MOST interested in purchasing a...

In what location(s) are you considering purchasing a home? *

Please tell me about the type of home you would like, i.e. size, bedrooms, price, lot size, etc. *

What is your time window to be moved into your new home? *

What's the maximum price of home you would consider? *

How will you be paying for your new home?

Have you spoken to a lender regarding loan qualifications?

What did the lender indicate as to what price of home you would qualify for? *

What area(s) of the home purchasing process are you most concerned about? *

In what location(s) are you considering an investment home? *

Please tell me about the type of investment home you would like, i.e. size, bedrooms, price, lot size, etc. *

What's the maximum price of investment home you would consider? *

How will you be paying for your investment home?

Have you spoken to a lender regarding loan qualifications?

What did the lender indicate as to what price of investment home you would qualify for? *

What is your time window to be complete a purchase of an investment home? *

Will this purchase involve a 1031 Exchange?

Are you all set up with a 1031 Exchange Facilitator?

What area(s) of the investment home purchasing process are you most concerned about? *

What did you have in mind in regards to a multi-family property purchase?

In what location(s) are you considering purchasing multi-family property? *

How will you be paying for your purchase?

Have you spoken to a lender regarding loan qualifications?

What did the lender indicate as to what price of multi-family property you would qualify for? *

What is your time window to be complete a purchase of a mult-family property? *

How many units would you ideally like to purchase? (multiple selections available)

What is the maximum price of a multi-family property you would consider? *

Will this purchase involve a 1031 Exchange? *

Are you all set up with a 1031 Exchange Facilitator? *

What area(s) of the multi-family purchasing process are you most concerned about? *

Describe what you had in mind for this land purchase *

This land would primarily be used for... *

In what location(s) are you considering purchasing land? *

What size of raw land would you ideally like to purchase? *

How will you be paying for your purchase?

Have you spoken to a lender regarding loan qualifications?

What did the lender indicate as to what price of land you would qualify for? *

What are you thinking as to the time frame you would like to complete a purchase of land? *

Describe what you had in mind for this building lot purchase *

In what location(s) are you considering purchasing a building lot? *

What size of building lot would you ideally like to purchase? *

How will you be paying for your purchase?

Have you spoken to a lender regarding loan qualifications?

What did the lender indicate as to what price of land you would qualify for? *

What are you thinking as to the time frame you would like to complete a purchase of a building lot? *

SELLING

What will you be selling? *

Address of the home you are considering selling *

Address Line 1

Address Line 2

City

State

Zip Code

This home is *

If you answered other, please describe the nature of this home

Is the property currently occupied? *

If the property is subject to a lease, when does it expire?

What is your approximation as to the value of your home? *

What is your time window in which you wish to have a sale closed. *

What areas of the home selling process are you most concerned about?

What size is the multi-family property you are considering selling? *

If you answered other, please describe the nature of this property

Address of the multi-family property you are considering selling *

Address Line 1

Address Line 2

City

State

Zip Code

What is your approximation as to the value of your multi-family property? *

Will this sale involve a 1031 Exchange? *

Are you all set up with a 1031 Exchange Facilitator?

What is your time window in which you wish to have a sale closed. *

Tell me a little bit about the building lot you wish to sell

What size is the lot you have to sell?

Address of the building lot you are considering selling *

Address Line 1

Address Line 2

City

State

Zip Code

What is your approximation as to the value of your building lot? *

What is your time window in which you wish to have a sale closed. *

Tell me a little bit about the land you wish to sell

What size is the land you have to sell?

Address of the land you are considering selling *

Address Line 1

Address Line 2

City

State

Zip Code

What is your approximation as to the value of your land? *

What is your time window in which you wish to have a sale closed. *

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