Before We Get Started, We’d Love to Learn a Bit More About You

Please take a moment to complete this short survey before booking your call or accessing the guide. It helps us better understand your goals and make sure we’re pointing you in the right direction.

Full Name *

Email *

Phone *

What is the best way to reach you?

Phone call

Text

Email

Which describes you best?

Buy a home

Refinance my home

Sell a home

Buy and Sell a home

When are you looking to move forward?

0–30 days

31–90 days

3–12 months

Just researching

In what state are you buying or refinancing?

Which city or general area are you focused on?

What price range are you considering?

Under $250,000

$250,000–$400,000

$400,000–$650,000

$650,000–$1,000,000

$1,000,000+

How would you describe your current credit score?

740+

700–739

660–699

620–659

Below 580

580-619

Not sure

How much do you have for down payment and closing costs?

Less than $5,000

$5,000–$15,000

$15,000–$30,000

Over $30,000

I'm not sure yet

Do you already have a pre-approval?

Yes, I'm pre-approved

No, I still need pre-approval

Do you already have a real estate agent?

Yes, I'm working with an agent

No, I still need an agent

Are you already under contract on a property?

Yes, I'm under contract now

Not yet / just looking

Property Address

Expected Closing Date

Are there any tight deadlines we should know about?

Do you want us to coordinate title?

Yes, I'd like help with title

I already have a title company

Not applicable / not under contract

Anything else you'd like us to know?

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