PATH & POST DISCOVERY SESSION Our proven process of success starts by understanding your unique situation. Client Name* First Last Client Email**Use the Primary Email in Boomtown to map the results to the correct User Profile. Client PhoneWhat is prompting your move? (Motivation)Buying & selling is more than just a transaction, it's a life transition. Tell me about your situation.What are your real estate goals? Buy Sell Both Buy & Sell Do you need to sell before you buy? Yes No Not sure How will you be purchasing? Cash Mortgage Loan Are you able to provide a pre-approval letter?Sellers may request this prior to showing and always before making offers. Yes No Are you able to provide proof of funds?Sellers may request this prior to showing and always before making offers. Yes No What is your timeline to make a move? 0-6 Months 6+ Months Not sure Priorities during the move. What matters most to you?Drag to create the order of importance.Timing (closing date)Money (net value)Convenience (less hassle)Certainty (closing confidence)What is your experience with buying or selling homes?What went well and what did not?Property OverviewCurrent Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code What is your ideal price range? What is the minimum # of bedrooms you need?Beds & Baths is a more reliable way to size a home than square footage, because other agents and public data is unreliable for square footage.What is the minimum # of bathrooms you need?Beds & Baths is a more reliable way to size a home than square footage, because other agents and public data is unreliable for square footage.Tell me about the exterior features & finishes.Siding material, roof, garage, fencing, outdoor living, outbuildings, yard/acreage, etc...Tell me about the interior finishes & features.Kitchen, living, dining, master suite, baths, basement, etc...What is your ideal location?Near work, schools, parks, walkable district, etc...Agent Email*Send a copy of this form to yourself. Δ
