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Keller Williams San Francisco Real Estate
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Buyer Intake Survey
Buyer Info Sheet
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Buyer Contact Info
Address Line 2
Country (If Outside US)
What is the best way to contact you?
How did you hear about us?
Just Listed Card
Referred by a friend:
We want our motivation to match your motivation, so we know how to best follow up with you. How would you rate your motivation?
URGENT! You need to purchase a home ASAP. If you don't you could potentially be homeless.
READY TO BUY. You might still have a home to sell, a lease to fulfill or in the stages of getting pre-approved.
NO RUSH. You're watching the market you'll buy a home when the right one comes along.
How soon would you like to be in your new property?
How long have you been in the process of looking for a new home?
Under 2 months
Between 2 and 6 months
Between 6 months and 1 year
Over 1 year
Do you currently rent or own a property?
Are you a cash buyer or are you planning to finance your new property?
I'm a Cash Buyer
I'm Financing the Purchase
Do you have a Pre-Approval letter in hand?
Desired Minimum New Home Cost (Dollars)
Desired Maximum New Home Cost (Dollars)
Down Payment Amount (Dollars)
Please rate your priority. Which is most important for you?
Minimum Living Space (Sq. Ft)
# of Parking Spaces
# of bedrooms
# of bathrooms
Desired Property Features
1st Floor Master
Separate Living Quarters
Please share any desires, needs or any main objections you may have that were not listed in the questionnaire so we can focus on the detail as much as you do.
Please describe your ideal home.
In short, please tell us the most important features you are looking for in your Real Estate professional.