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Goals & Preferences

Let's ensure you're comfortable and confident, allowing for an enjoyable home-buying experience.

When is your preferred closing timeline?

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Where do you currently live?

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Where are you looking to buy?

note all locations being considered

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How will this property be used?

Primary Home
Secondary Home
Rental Property
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Is this your first property purchase?

Yes
No
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Do you currently own the home you live in?

Yes
No
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Plan for current home?

Sell
Rent
Still Deciding
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What's the all-in monthly payment 

for your current home?

including taxes, insurance and HOA dues (if applicable)

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Do you own investment property?

Yes
No
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What types of properties are 

you considering purchasing?

select all that apply

Single Family Home
Low-rise Condo
High-rise Condo
Townhome
2-4 Unit Multi-Family Home
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How much money do you have 

saved to use for this purchase?

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What's the max monthly payment you’re comfortable paying, including everything except utilities?

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What's the best guess for your max 

purchase price of the new property?

[{"by":"5000","end":"100000","start":"80000"},{"by":"20000","end":"1000000","start":"100000"},{"by":"100000","end":"2000000","start":"1000000"}]
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"240000"
  • $80K
  • $2M+
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Estimate your credit score.

If two borrowers note the lower of the two scores.

780+
760-779
740-759
720-739
700-719
660-699
600-659
< 600
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What are your current monthly debt payments?

(car loans, student loans, credit cards, personal loans)

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Bankruptcy, short sale, or foreclosure in the last 3 years?

Yes
No
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 Anything specific you want to learn 

about and/or have concerns about?

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What is your full name?

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What is your email address?

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What is your phone number?

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