Ready to Buy? We are thrilled to have the opportunity to help you buy your next home. Please fill out this survey so we can be educated on how to best serve you before we meet with you in person or chat via phone/Zoom. Thank you! Your Basic Info (heading) 1. Your Name 2. Do you have a nickname you prefer to be called instead of your legal name? If so please share that with us so we can address you in the manner you like to be addressed. 3. Preferred pronoun 4. Which agent have you been in contact with? (Click on the name that applies) a. Michele de Reus - McCord b. Pam Martin c. Other d. Other 5. If you were referred by someone, can you tell us that person's name so we can thank them? 6. What are the top three things you look for in a real estate team? 7. Why do you want to move to a new home? 8. If you're currently renting, when is your lease up? (exact date please) 9. If you're currently renting, do you want some overlap between when your lease ends and you move into into your new home or do you want to move right from one property into the other? 10. When would you like to move into your new home? 11. Have you previously owned a home or other real estate? a. Yes b. No 12. Do you currently own a home? If so, do you need to sell it first? And, is it on the market? 13. For showings, do you prefer to drive on your own or have us pick you up? a. Drive on my own b. Pick us up 14. What are the best days and times for you to look at properties? 15. How much time do you need at each property during showings? a. 5 minutes or less b. 10 - 15 minutes c. 15 - 30 minutes d. More than 30 minutes General Information (2 nd heading) Tell us a little bit about yourself 1. Current home address 2. Name of Employer 3. Occupation 4. Office address 5. Preferred email 6. Preferred phone number 7. Can you receive texts on your preferred phone number 8. What is your Instagram handle? We like to post congratulations on your new home, etc. 9. What is your Facebook name? We like to post congratulations on your new home, etc. 10. Do you prefer communication be done via email, text or phone call? (Click all that apply) a. Email b. Text c. Phone 11. For work do you .... a. Work from home b. Work in an office c. Work out - of - town 12. Date of birth (may omit year) 13. Name of significant other (if applicable) – preferred name and legal name 14. Significant other ’ s preferred pronoun 15. Significant other ’ s preferred email 16. Significant other ’ s preferred phone number 17. Significant other ’ s occupation 18. Significant other ’ s employer 19. Significant other ’ s Date of Birth (may omit year) 20. For work does your significant other ... a. Work from home b. Drive to work c. Need to be close to their work? d. Other: ________________ _________________________ 21. Who should we use as our main contact? 22. Will there be anyone else (besides a significant other) helping you with your home buying search or offering their opinion on which property you end up buying? 23. Do you have any kids or any pla ns to have kids soon? If you currently have kids, how many and their ages? 24. If you have kids or are planning to have kids, is the school district a factor in your decision - making process? If so, please let us know the schools you're interested in living by? 25. Will anyone else be living with you such as a roommate, spouse, kids? If so, whom and will they be part of the decision - making process? 26. I would say I'm.... a. Straight to the point b. Cautious c. Methodical/Analytical d. Social/Outgoing e. An Introvert f. Other: _____________________________ 27. My spouse/significant other (if applicable) is: a. Straight to the point b. Cautious c. Methodical/Analytical d. Social/Outgoing e. An Introvert f. Other: _____________________________ 28. When making decisions or do you rely on your gut/intuition or need a lot of info? a. A lot of info b. Gut/Intution c. A combination of both d. Other: ________________________ 29. Do you make decisions quickly or do you prefer to take time to think things through? a. Quickly b. Think it through Your New Home Tell us what you ’ d like in y our new home 1. What is your intention with the property after you purchase it (for example live in it, rent it out, airbnb the property, live/work space, etc)? 2. If you plan to operate a business out of the space in addition to living in it, what kind of busi ness are you in so we can see if the zoning/HOA allows for a business to be operated out of a residential property? 3. How long do you anticipate owning the property? 4. If you are planning to live in the property, do you want to be able to rent it out when you' re done living there? a. Yes b. No c. Maybe 5. If you answered yes or maybe, is being able to rent the property out a deal breaker for you? a. Yes b. No c. Maybe d. Other: 6. Anything else we should know about your short or long term plans for the property? 7. Number of Bedrooms desired 8. Number of Full Bathrooms desired 9. Number of Half Bathrooms desired 10. Are you looking for a condo, single family home, or multi - family building? 11. If looking for a condo, do you prefer a high rise building, medium rise building or low rise building (unde r 4 floors)? a. High rise b. Medium rise c. Low rise (under 4 floors) d. Open to all types of buildings e. Other: ________________________________________ 12. If looking for a condo, is an elevator in the building a deal breaker? a. Yes b. No c. I don ’ t know d. Other: 13. Do you have a minimum amount of square feet required? 14. Do you prefer more modern construction or vintage properties? 15. Is Parking a Requirement? a. Yes b. No 16. Do you own a car? If so, how many? 17. If parking is a requirement, is a garage space a deal breaker or are you ok with an ex terior uncovered space? (Click all that apply): a. Have a garage is a deal breaker b. Garage is preferred, but a covered exterior spot would be okay c. Garage is preferred, but an uncovered exterior spot would be okay d. Double car garage is preferred e. Triple car garage is preferred f. More than triple garage is preferred? g. No preference – either garage or exterior parking is okay, as long as there is a designated parking space for the property h. Other: _________________________________________ 18. Do you need to be able to plug in your car to charge it (ie. an electric or hybrid car)? 19. Do you have a RV? Do you need RV Parking? Please give us any details that would be helpful: 20. Is outdoor space a requirement? a. Yes b. No c. Maybe 21. What kind of outdoor space would you like? H ow big? What do you want to put there? 22. What size bed do you need to fit in the primary bedroom? 23. Do you need a lot of closet space in the primary bedroom? 24. Is an ensuite (attached) primary bathroom in the primary bedroom a deal breaker for you? 25. Do you need a dedicated office space with a door you can shut so you can work from home? 26. If you are looking for a property with more than one bedroom, what will you use the other bedrooms for (ie. guest room, kids rooms, office, workout room, etc). 27. If you are looking f or a property with more than one bedroom, do all of the bedrooms need to be on the same floor? 28. Do you prefer bigger living spaces such as the dining room and living room or do you prefer bigger bedrooms? 29. Do you cook a lot? Is a nice kitchen important to yo u? 30. What color kitchen cabinets and counters do you like? Describe an ideal kitchen? 31. Do you entertain a lot? Do you need a big dining table (if so how many people does it need to fit)? 32. Do you prefer carpet or hardwoods in the property? 33. Do you need a lot of closet/storage space? 34. Do you have any hobbies that need a lot of space (ie. woodworking, fixing bikes, etc)? 35. Is having a fireplace important to you? If so, do you prefer gas or wood burning? 36. Please list any must haves that are deal breakers 37. Please list any items on your wish list which aren't deal breakers 38. Please list any items you don't want/like in properties 39. Do you want a move in ready property or are you ok with a fixer upper? a. A property must be move - in ready b. A fixer upper is okay c. Other: ______________________________________ 40. If you're ok with a fixer upper what type of upgrades are you comfortable doing or hiring someone else to do (check all that apply) a. Changing flooring (i.e. carpet to hardwood) b. Adding a backsplash c. Painting d. Remodeling a kitchen e. Remodeling a bathroom f. Other: ________________________________________ 41. Do you have any pets or plans to get pets? a. Yes, dogs b. Yes, cats c. Yes, dogs and cats d. No e. Maybe f. Horses g. Other: ________________________________________ 42. If you have pets: how many, wha t breeds, and how much do they weigh? 43. If buying a condo, do you have a preference for a first floor, penthouse, etc? 44. Do you, a family member or friend who visits regularly have a height requirement/need especially high ceilings? Some properties, especially vintage properties, can have lower ceilings, especially in basements (some basements can be 6.5 feet or under). If you need a property with high ceilings please let us know so we can keep an eye out for that! 45. Please describe your perfect home (floor plan , decor, yard, style, features, etc) and anything else that is important to you. 46. If you don ’ t mind a two story home, do you prefer to have the primary bedroom on the first floor: a. Yes b. No c. Maybe 47. What specific neighborhoods or communities do you have in mind? What attracts you to these areas? 48. Are you ok being on a busy street or is that a dealbreaker? a. Okay with a busy street b. I definitely do not want to be on a busy street c. I ’ m okay either way d. Other: 49. The three most important factors when buying a house are: location, size, and condition. Which is the most important to you and why? 50. Have you done any research on your own? What specifically (open houses, Zillow, etc)? 51. If so, have any caught your eye? Please list the property address or MLS #. 52. Have you visited an y properties in person? 53. When would you like to start looking at properties? a. As soon as possible b. 1 month c. 3 months d. 6 months e. 1 year f. Other: 54. Is there anything else we should know about what you're looking for in a home? Let ’ s Talk About Money Money is a big de al, especially when it comes to buying a home. After all, for most people, this is the biggest purchase they will make in their lifetime. With our trusted mortgage brokers, our goal is to help you find the best home in line with your short and long term financial goals. In addition, there are some unique mortgage products that may help you with your unique situation – maximizing your investment. Please take a moment to answer the questions below: 1. Are you pre - approved? a. Yes b. No c. What is that? 2. If YES - please list the mortgage broker's contact info (name, phone number, email). 3. If NO - would you like us to send you our recommended lenders? a. Yes b. No c. Other: 4. What is your minimum price? 5. What is your maximum price? 6. Will you be making an all cash purchase? a. Yes b. N o c. Maybe 7. If no, how much money do you have set aside for the down payment? 8. Is anyone giving you gift money to go towards your down payments or closing costs? a. Yes b. No 9. Do you have a financial planner? a. Yes b. No 10. If not, would you like a referral for a financial pl anner? a. Yes b. No 11. Do you have an estate planning attorney? i. Yes ii. No 12. If not, would you like a referral for an estate planning attorney? a. Yes b. No 13. Will you be using a 1031 Exchange to purchase this property? a. Yes b. No 14. If yes, please share the contact information of the 1031 Exchange Company you are using. 15. If Yes, but you need a name of a 1031 Exchange Company. 16. Is there anything else we should know about you? 17. We believe strongly in giving back, therefore, we donate a portion of each commission to either 1. Family Advocacy Program as we believe it takes a village to support children and their families; 2. Idaho Humane Society, as we are a team of dog and cat lovers; 3. Idaho Children ’ s Home, as we believe supporting our children with mental health counseling when they need it most; or 4. a charity of your choice. After your transaction closes which group you would like our donation for your home purchase to be made to: a. Family Advocacy Program b. Idaho Humane Society c. Idaho Children ’ s Home/Warm Springs Counseling Center d. A charity of your choice: 18. If you choose "Other" for your donation, where would you like it made: 19. Is there anything you'd like to know about the deReus Real Estate Team or anything else you'd like to share with us? The Fun Stuff Tell us about YOUR favorite things. If you have a spouse/significant other, you can use this page to share favorite things for both of you. 1. Alma Mater 2. Favorite Brands 3. Favorite Drinks 4. What do you typically order to drink at your favorite coffee shop? 5. Favorite Furniture Store 6. Favorite Hobbies 7. Favorite Restaurant 8. Favorite Snacks 9. Favorite Sport Teams 10. Favorite Kind of Music 11. Favorite Pub 12. Favorite Outdoor Event 13. What Snow Activities Do You Enjoy? 14. Anything else you want us to know about you?