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

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* 1. I confirm and acknowledge that I am not currently in a written contract with any other brokerage or Realtor.

Yes

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* 2. Where did you get my contact information?

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* 3. If I was referred to you, who can I thank for the referral?

Contact Information

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* 4. Contact Information | Buyer #1

Name

Address

City/Town

Postal Code

Email Address

Phone Number

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* 5. Contact Information | Buyer #2

Name

Address

City/Town

Postal Code

Email Address

Phone Number

Employment Details

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* 6. Buyer #1 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)

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* 7. Buyer #2 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)

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* 8. PEP (Politically Exposed Person) / HIO Declaration
As required by FINTRAC, please indicate whether any of the following apply to you. Check ALL that apply:

Politically Exposed Foreign Person (PEFP)
A foreign individual who holds or has held a senior political or military position, or a family member/close associate of one.

Politically Exposed Domestic Person (PEDP)
An individual in Canada who holds or has held a senior political position, or a family member/close associate of one.

Head of an International Organization (HIO)
Someone who is / has been the head of an international organization (including international sports organizations), or a family member/close associate of one.

None of the above
(You are not a PEP, nor a family member/close associate, nor an HIO.)

Communication Preferences

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* 9. How do you prefer to be contacted? (Phone, Text, Email)

Phone

Text

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* 10. What is your general availability for showings?

Buyer Status & Financial Preparation

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* 11. Is this your first home, a move-up, investment, or downsize?

First home

Move-up

Downsize

Investment

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* 12. Are you a first-time homebuyer?

Yes

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* 13. If yes, have you opened a First Home Savings Account (FHSA)?

Yes

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* 14. Have you bought or sold real estate before?

Yes

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* 15. If yes, please share your experience and anything you'd like to see done differently.

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* 16. Have you been pre-approved for a mortgage?

Yes

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* 17. If yes, how much have you been approved for?

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* 18. What is your estimated maximum purchase price?

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* 19. Will this be a cash purchase?

Yes

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* 20. How much do you plan to put down as a down payment? (%) or ($)

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* 21. Where is your down payment coming from? (Sale of existing home, current assets, other)

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* 22. Has your mortgage advisor locked in an interest rate for you?

Yes

I don't know

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* 23. If yes, what is the rate?

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* 24. Do you need a mortgage professional recommendation?

Yes

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* 25. Who is your mortgage specialist? (Name, Email, Phone Number)

Legal & Documentation

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* 26. Do you have a real estate lawyer?

Yes

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* 27. If yes, please provide their name and contact info.

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* 28. Do you need a lawyer recommendation?

Yes

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* 29. 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.

I’ve provided a copy of my ID

I will provide it shortly

I need help

Insurance & Planning

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* 30. Do you currently have life insurance?

Yes – through work

Yes – personal

Through work & personal

Unsure

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* 31. Do you plan to renovate the property you purchase?

Yes

Maybe

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* 32. Do you have a home to sell before buying?

Yes

Closing Preferences

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* 33. What is your ideal closing date?

Location & Lifestyle

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* 34. What community, neighbourhood, or street do you love?

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* 35. Are there specific schools or areas you’d like to be near?

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* 36. What’s most important to you in a location? (Commute time, proximity to parks, schools, etc.)

Your Ideal Home

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* 37. What type and style of home are you looking for?

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* 38. Move-in ready or willing to do work?

Move-in ready

Willing to do work

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* 39. How many bedrooms and bathrooms do you need?

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* 40. Garage and parking preferences?

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* 41. What are your top priorities and bonus features? (e.g., main floor laundry, ensuite, fireplace, home office, etc.)

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* 42. Are there any features you absolutely must have?

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* 43. Are there any features you definitely do not want?

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* 44. Is having space for a home office or business important to you?

Yes

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* 45. Do you prefer urban, suburban, or rural living?

Urban

Suburban

Rural

Flexible

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* 46. 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.

The Buying Experience Starts Now 👇

Question Title

* 1. I confirm and acknowledge that I am not currently in a written contract with any other brokerage or Realtor.

Question Title

* 2. Where did you get my contact information?

Question Title

* 3. If I was referred to you, who can I thank for the referral?

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* 4. Contact Information | Buyer #1

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* 5. Contact Information | Buyer #2

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* 6. Buyer #1 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)

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* 7. Buyer #2 – Current employer, occupation/position/title. (If retired, include retirement year, company, and role)

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* 8. PEP (Politically Exposed Person) / HIO DeclarationAs required by FINTRAC, please indicate whether any of the following apply to you. Check ALL that apply:

Question Title

* 9. How do you prefer to be contacted? (Phone, Text, Email)

Question Title

* 10. What is your general availability for showings?

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* 11. Is this your first home, a move-up, investment, or downsize?

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* 12. Are you a first-time homebuyer?

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* 13. If yes, have you opened a First Home Savings Account (FHSA)?

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* 14. Have you bought or sold real estate before?

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* 15. If yes, please share your experience and anything you'd like to see done differently.

Question Title

* 16. Have you been pre-approved for a mortgage?

Question Title

* 17. If yes, how much have you been approved for?

Question Title

* 18. What is your estimated maximum purchase price?

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* 19. Will this be a cash purchase?

Question Title

* 20. How much do you plan to put down as a down payment? (%) or ($)

Question Title

* 21. Where is your down payment coming from? (Sale of existing home, current assets, other)

Question Title

* 22. Has your mortgage advisor locked in an interest rate for you?

Question Title

* 23. If yes, what is the rate?

Question Title

* 24. Do you need a mortgage professional recommendation?

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* 25. Who is your mortgage specialist? (Name, Email, Phone Number)

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* 26. Do you have a real estate lawyer?

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* 27. If yes, please provide their name and contact info.

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* 28. Do you need a lawyer recommendation?

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* 29. 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.

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* 30. Do you currently have life insurance?

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* 31. Do you plan to renovate the property you purchase?

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* 32. Do you have a home to sell before buying?

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* 33. What is your ideal closing date?

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* 34. What community, neighbourhood, or street do you love?

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* 35. Are there specific schools or areas you’d like to be near?

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* 36. What’s most important to you in a location? (Commute time, proximity to parks, schools, etc.)

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* 37. What type and style of home are you looking for?

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* 38. Move-in ready or willing to do work?

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* 39. How many bedrooms and bathrooms do you need?

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* 8. PEP (Politically Exposed Person) / HIO Declaration
As required by FINTRAC, please indicate whether any of the following apply to you. Check ALL that apply:

* 29. 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.

* 46. 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.