Client Introduction Questionnaire

Middle Name

Full Name

Birthday

Spouse/Partner Name

Spouse/Partner Email

Spouse/Partner Birthday

Wedding Anniversary

Children at home? Ages?

Pet(s) at home? Type?

- - - YOUR FAVORITE THINGS - - -

Type of Food

Restaurant

Dessert

Candy/Treat

Coffee or Tea?

Wine, Beer, or Cocktail

Sport(s) Team(s)

Flower/plant

Charity

Hobby

Relaxation Method

Movie

Next vacation? When?

Love Language

- - - CARING & GUIDANCE - - -

Do you have a...

Financial Planner? If yes, who?

Insurance Professional? If yes, who?

CPA? If yes, who?

Trust & Estate Attorney? If yes, who?

- - - ELEVATING YOUR BUYING EXPERIENCE - - -

Best Communication Method

Are you able to talk at work?

What is the most important thing you are looking for in your real estate agent?

What is the most important thing you are looking for from your mortgage lender?

What is your biggest fear about the process?

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Contact Details