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New Client – Individual Tax Questionnaire
Prospective Buyer Questionnaire
Section 1: Identity & Role
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Thank you for your interest. To maintain the security and professional standards of our properties, we review all registrations within 24 hours. We will contact you to confirm the showing once your role and funding status are verified.
Buyer Legal Name
(required)
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Role In Transaction
(required)
Select one option
Buyer
Licensed Agent
Architect
Partner
Other
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Company / Entity Name (If purchasing under an LLC or Business Entity)
(required)
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Are you currently represented by a licensed Real Estate Broker or Agent for this purchase?
(required)
Yes
No
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Please provide the name and contact information for your licensed representative. All showings must be scheduled and attended by the agent of record.
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Email
(required)
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Phone
(required)
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Address of Property You Are Inquiring About
(required)
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Section 2: Financial Pre-Qualification
Are you currently pre-approved by a lender?
(required)
Yes
No
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Do you have proof of funds?
(required)
Yes
No
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Maximum Purchase Budget
(required)
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Target Closing Timeline
(required)
Select one option
21 days
30 Days
60 Days
Flexible
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Section 3: Property Requirements
Primary Use
(required)
Select one option
Owner-User
Investment/Rental
Development
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Special Circumstances
(required)
Select one option
Do you have a property to sell first?
Are you 1031 exchanging?
Not Applicable
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Other Notes
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Section 4: Schedule a Showing
Date (YYYY-MM-DD)
(required)
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Time
(required)
Morning
Afternoon
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Name and Role of People Attending Showing (IMPORTANT: only the people listed here will be allowed entry to the property)
(required)
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Warning.
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