Section 01

Hopes & Dreams

let's start with the why. answer with your partner if applicable. you might disagree on some things — that's what this is for.

why are you buying a home? check all that apply.

I've always wanted to own a home for the tax benefits sick of my rent going up getting married / want to raise a family school district matters building a nest egg for retirement we need more space rental income / investment recently separated, need a fresh start

any other reasons?

in your own words, what's the most important thing to you about owning a home?

the yard? entertaining? a guest room? a garage? be specific.

how would you describe the right neighborhood for you right now?

quiet and tucked away? walkable and buzzy? young families everywhere?

do you have a move-in deadline?

lease ending, school start date, job relocation?

how do you see this home long-term?

forever home stepping stone investment / rental

Section 02

Who You Are

the people in your corner matter. let's name them so we're all on the same page.

your team

who's filling each role in this process?

Co-Buyer

buying or co-signing with you?

Advisor

who else is guiding your decision?

Co-Shopper

whose opinion carries weight?

Emotional Support

who do you text at 11pm when you're spiraling?

buyer 1 name

buyer 2 name (if applicable)

email

phone

what do you do for a living?

buyer 2 occupation

work setup

in-person remote hybrid

where do you currently live?

current housing situation

renting own living with others

kids? pets? give me the full picture.

what do you do when you're not working, sleeping, or searching Zillow at midnight?

best time to chat?

mornings afternoons evenings

best times to see homes?

select all that work

weekday mornings weekday afternoons weekday evenings weekend mornings weekend afternoons weekend evenings

how do you prefer updates?

texts calls detailed emails mix of all

top qualities you're looking for in an agent? pick three.

Section 03

The Property

what does the home actually look like? let's get into it.

describe the ideal home you want to buy.

paint me a picture. two-car garage? a backyard built for summer entertaining? chef's kitchen?

which neighborhoods are you interested in?

non-negotiables?

bedrooms

bathrooms

approximate square footage

which features matter to you?

be honest. "need" is a need. "want" is a nice-to-have. "not important" means you literally don't care.

Feature	Want	Need	Not important

most important room or specialty room?

rec room, home office, formal dining, gym?

how much work are you willing to take on?

paint + carpet is fine renovation / rehab, I'm handy nothing. I want turnkey.

open to an HOA or condo?

yes no tell me more before I decide

how important is a quiet home environment to you?

street noise, neighbors, nearby businesses

Section 04

Finances

no judgment here. the more honest you are, the better I can help you.

what do you currently spend on housing per month?

how much more or less do you want to spend once you buy?

how much of your monthly income are you planning to put toward your home?

all of it. seriously. most of it, as long as I can still take vacations some — home isn't my whole life as little as possible

how's your credit? (roughly)

exceptional (800+) very good (740-799) good (670-739) below average (580-669) poor (579 and below)

have you been pre-approved for a mortgage?

yes not yet I need help understanding pre-approval

how much do you have set aside to buy?

where is that money coming from? check all that apply.

Section 05

Your Outlook

help me know where you're excited and where you might need some extra support. (only the truly unhinged are excited about the mortgage part. just saying.)

how are you feeling about each part of the process?

stage	nervous	neutral	excited
research + figuring out what I want
working with an agent
shopping for homes online
getting a loan / financing
going to showings
making an offer
moving in

wave a magic wand. when would you love to get keys?

Section 06

Before You Go

there are no dumb questions. this is your space to say anything that didn't fit anywhere above. lay it on me.

what's on your mind?