Client Information Form

Name:

Required

Enter Name

Current Address:

Required

Enter Current Address

City:

Required

Enter City

State:

Required

Enter State

Zip:

Required

Enter Zip

Email Address:

Required

Enter Email Address

Best Contact Phone Number:

Required

Enter Best Contact Phone Number

Is this a mobile Phone?:

Required

Yes

No

Preferred Method of Communication:

Required

Phone

Text

Email

Are Your Ready to Commit to the Home-Buying Process?

Required

Yes

No

If No, what is the number of months before starting?

Required

3 - 6 months

6 - 12 months

12 months +

If Yes, You will need to sign two forms:

Required

Information About Brokerage Services (Check if Signed)

Residential Buyer/Tenant Representation Agreement (Check if Signed)

Are you a First Time Home buyer?

Required

Yes

No

Are you looking for an Investment or Primary Residence?

Required

Investment

Primary Residence

Are you a Veteran?

Required

Yes

No

If you are a Veteran, will you be using your VA Certificate of Eligibility?

Required

Yes

No

Are you a Law Enforcement Officer, Firefighter, EMT or Teacher

Required

Yes

No

Do you need "Down payment Assistance?"

Required

Yes

No

Home preference:

Required

One story

Two story

Townhouse

Condo

Garage Size:

Required

Two-Car

Three-Car

Are you interested in a "Generational" Home (two private homes in one):

Required

Yes

No

Are you interested in an Existing Home or New Build:

Required

Existing Home

New Build

Are you interested in a "Fixer Upper?"

Required

Yes

No

What is your desired number of Bedrooms:

Required

Enter number of Bedrooms

What is you desired number of Bathrooms:

Required

Enter number of Bathrooms

Desired square footage:

Required

Up to 2000 feet

Up to 3500 feet

Up to 5000 feet

Preferred Zip Code or Area of Houston (eg. North, Southwest, Third Ward, etc):

Required

Enter Zip Code or Area

Are you flexible on that preference?

Required

Yes

No

Preferred School District

Required

Enter School District

Have you contacted a Lender:

Required

Yes

No

Lender Name and Phone Number:

Required

Enter Name and Phone Number

Have you been "Pre - Approved" not "Pre - Qualified?"

Required

Yes

No

Do you know your Credit Score?

Required

Yes

No

If yes, what is your score?

Required

Enter Score

Do you have a Savings?

Required

Yes

No

Do you have a 401K?

Required

Yes

No

Please share anything else we should know to help you in the process:

Required

Enter what we should know