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The Buying Experience Starts Now 👇

Welcome!

I’m so excited to be a part of this next chapter with you. This Buyer Intake Form may take you more than 5 minutes to complete, but I promise — it’s time well spent.

Your answers will help me fully understand your goals, preferences, and vision, so I can tailor a world-class buying experience just for you. The more detail you provide, the smoother (and more fun!) this journey will be.

Take your time, and let’s get started manifesting your dream home into reality!

— Michelle 💛

Disclaimer: This document is not intended to solicit buyers or sellers currently under contract with a brokerage
Getting Started
1.I confirm and acknowledge that I am not currently in a written contract with any other brokerage or Realtor.
2.Where did you get my contact information?
3.If I was referred to you, who can I thank for the referral?
Contact Information
4.Contact Information | Buyer #1(Required.)
5.Contact Information | Buyer #2
💛 Blessed by the Address Giving Choice: As part of my Blessed by the Address initiative, a portion of every transaction is donated back into our community.
6.I would love for YOU to choose where your impact goes:(Required.)
Employment Details
7.Buyer #1 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)
8.Buyer #2 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)
9.PEP (Politically Exposed Person) / HIO Declaration
As required by FINTRAC, please indicate whether any of the following apply to you. Check ALL that apply:(Required.)
Communication Preferences
10.How do you prefer to be contacted? (Phone, Text, Email)
11.What is your general availability for showings?
Buyer Status & Financial Preparation
12.Is this your first home, a move-up, investment, or downsize?
13.Are you a first-time homebuyer?
14.If yes, have you opened a First Home Savings Account (FHSA)?
15.Have you bought or sold real estate before?
16.If yes, please share your experience and anything you'd like to see done differently.
17.Have you been pre-approved for a mortgage?
18.If yes, how much have you been approved for?
19.What is your estimated maximum purchase price?
20.Will this be a cash purchase?
21.How much do you plan to put down as a down payment? (%) or ($)
22.Where is your down payment coming from? (Sale of existing home, current assets, other)
23.Has your mortgage advisor locked in an interest rate for you?
24.If yes, what is the rate?
25.Do you need a mortgage professional recommendation?
26.Who is your mortgage specialist? (Name, Email, Phone Number)
Legal & Documentation
27.Do you have a real estate lawyer?
28.If yes, please provide their name and contact info.
29.Do you need a lawyer recommendation?
30.Identification (Driver’s Licence – Required for FINTRAC):
As part of Canada's legal requirements under FINTRAC (Financial Transactions and Reports Analysis Centre), I am required to verify your identity during the real estate transaction process.
Insurance & Planning
31.Do you currently have life insurance?
32.Do you plan to renovate the property you purchase?
33.Do you have a home to sell before buying?
Closing Preferences
34.What is your ideal closing date?
Location & Lifestyle
35.What community, neighbourhood, or street do you love?
36.Are there specific schools or areas you’d like to be near?
37.What’s most important to you in a location? (Commute time, proximity to parks, schools, etc.)
Your Ideal Home
38.What type and style of home are you looking for?
39.Move-in ready or willing to do work?
40.How many bedrooms and bathrooms do you need?
41.Garage and parking preferences?
42.What are your top priorities and bonus features? (e.g., main floor laundry, ensuite, fireplace, home office, etc.)
43.Are there any features you absolutely must have?
44.Are there any features you definitely do not want?
45.Is having space for a home office or business important to you?
46.Do you prefer urban, suburban, or rural living?
47.Is there anything else you'd like to share or ask me before we get started on your world-class buying experience?

✍️ Feel free to leave any final thoughts, questions, or special circumstances here — I read every word.