Buyers Profile

Personal Info:



Marital Status:


City & Zip Code

Cell Phone

Cell phone

Business Phone(s):

Alt. Number:


Email Updates?


Referred By:

Preferred Method of Communication:

Hobbies & General Interests:

Accomplishments met or goals desired:

Any Kids?

Any Pets?

Financing Info:

Have you contacted a mortgage broker?

Which one?

Are you pre-approved or pre-qualified?

Additional Information:

1031 Exchange: Yes No

Accommodator: Yes No

Traditional or Reverse?

What is your price range preference?

How much can you afford to put down?


Any other pertinent financial information?

If yes, please explain:

Buyers Interest:(N/I = Not Important)

Area Preference(s):

Close to shops?

Close to BART

Close to Freeway?

Close to work/school?

Property Preference

Number of bedrooms?

Number of bathrooms?


Backyard/Outdoor Space:

Garage/Off-Street Parking:

Family Room:


Formal Dining Room:

One Story

Multi Level

New Home

Older Home

Architectural Style:

Square Footage Preference:

Other Amenities preferred or needed:

Residential Income:

What is your investment Criteria?:

What level of Risk are you considering?: Low Medium High

How much do you plan to leverage?:

Do you need positive cash flow?: Yes No

What type of owner do you plan to be? Active Passive Owner Manager Other

Additional Information:

In this section, please include any other information about yourself. (i.e. Schools you've attended, Degrees or Certificates earned, Organizations you belong to, Information on future plans w/property you wish you purchase…etc) Thank You!