Home Sale Consultation Questionnaire

1. The info you provide will ensure that when we meet I will have a clear understanding of your goals.

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20% of survey complete.

Tell us about your current situation so we can best serve your needs.

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* 1. What would you like to accomplish as a result of our consultation meeting? (Check all that apply)

How to prepare my property to sell

How to develop a pricing strategy to meet my goals

Determine the best strategy and advice for the sale of my home.

Review local real estate market trends and conditions

Review your Marketing Proposal

Review my questions and concerns about the process of selling my home

How to sell my home for the highest possible sales price

How to sell my home "By Owner"

I would like an estimate of fair market value for my home

I would like to explore the benefits of staging my home

Other (please specify)

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* 2. How soon do you need to sell?

0 to 3 months

3 to 6 months

6 months to one year

One year or later

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* 3. What are the most important reasons why you are selling your home? (Check all that apply)

The home is not the right size (too small or too large)

I bought another home and I need to sell my current residence

The home no longer meets my needs (too many steps, high maintenance, etc.)

Life event (Divorce, job transfer, I won the lottery, etc.)

Financial challenges (Affordability, loss of income, etc.)

Financial distress (imminent foreclosure, bankruptcy)

Probate Sale and/or Trust sale

Investment property trade (1031 tax deferred exchange, etc.)

The real estate market is hot and I will sell only if I get my minimum price

Other (please specify)

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* 4. If the property is your home, where are planning to relocate?

We have not yet decided on a location

Not applicable

We are moving to:

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* 5. Do you plan to buy another home when you sell your current home? If not applicable - skip to Question #10

Yes

Not applicable

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* 6. Tell us more about how we can assist you in planning your next home purchase

I need a referral to a top Real Estate professional that specializes in my new location

I have some unique timing requirements that are critical to my relocation

Other (please specify)

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* 7. Do you need to sell your home before you can buy your next home?

Yes

I am not sure

Not applicable

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* 8. I would like to find out how I can buy my next home before I sell my current home.

Yes

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* 9. If you are buying another home - how do you intend to finance your home purchase?

I have contacted a Lender to discuss my home loan financing options

I have provided all required documentation to a Lender for review

I have obtained a fully underwritten Loan Pre-Approval from a Lender

I need a referral to a Lender that best matches my needs

I plan to purchase with All Cash and a Home Loan is not required

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* 10. What is the approximate balance of your existing Home loan?

$ First Loan balance

$ Second Loan (include home equity line of credit) balance

$ Third Loan balance

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* 11. For rental property - Do you need a 1031 Tax-deferred Exchange?

Yes

I am not sure