Dream Home Guide & All About You!

First name

Last name

Email*

Phone number

Birthday (No Year Please 🤣)

Spouse First Name

Spouse Last Name

Spouse Email Address

Spouse Phone Number

Spouse Birthday (No Year Please 🤣)

Tell us about your family.

Your Wedding Anniversary

(psst .. we may even send you a reminder, so you don't forget 😉)

Month/Day/Year

Home Survey

Home Type

Number of stories

Minimum # of bedrooms

Minimum # of bathrooms

Minimum square footage

Maximum square footage

Minimum year built

Maximum year built

Garage

Lot Size

Specific zip code or neighborhood you would like to live in?

When would you like to move into your new home?

Maximum Price

Do you have a mortgage preapproval letter?

If you're not approved yet or are open to shopping, we can help you find a lender with the best rates and terms.

Once pre-approved for a mortgage, how soon would you like to start looking at homes?

Beyond what we've discussed, do you have any other must-haves or preferences for your next home?

Please tell us a little bit on why you are moving.

What was your biggest complement or complaint in regard to your last home purchase?

Neighborhood Survey

Preferred Type of Neighborhood

Lower Crime Area

Good Schools

Nearby Public Transit

Home Owners Association

Gated Community

55+ Community

Financial Mortgage Planning

How will you purchase?

How much money do you have for a down payment?

Your Target Monthly Mortgage Payment?

How long do you plan to own the home?

Are you a veteran with VA benefits?

Service related disability?

The Move

How do you plan to make the move?

When would you prefer to move in?

Will you need a storage unit near your new home?

Do you have any special concerns or needs pertaining to your move?