A short questionnaire to help us use our time well.

Why I ask you to complete this:

Before we meet, I ask buyers to complete a short preparation questionnaire. 

This helps me understand your goals, timing, and priorities so our conversation is focused, productive, and relevant t you. 

Most clients complete this in about 5 minutes. 

What this is:

  • A way for me to prepare thoughtfully for our conversation

  • A starting point. Not a final plan

  • Information you’re comfortable sharing at this stage

What this is not:

  • A commitment to buy

  • A substitute for our conversation

  • A detailed or technical application

When you’re ready, please complete the questionnaire below.

I’ll review it before we meet and well talk through anything that needs clarification together. 

Best Way to Contact You
Which best describes you?
Are you currently:
When would you ideally like to move?
Have you spoken with a lender yet?
Property type you are leaning toward
If you had to choose, which matters more right now?
How did you hear about me?
Have you worked with a Realtor recently?
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