Buyer Consultation | Prime America Real Estate

01

Client Information

Basic consultation details

Buyer Name Co-Buyer Name Date Realtor Phone Email

02

Your Home-Buying Goals

What are you looking to accomplish?

1. What is your primary reason for buying a home?

2. Is this your first home purchase?

YesNo

3. What is most important to you in your new home?

03

Financing & Budget

Understand the financial picture

4. How do you plan to purchase?

MortgageCashCombination

5. Have you spoken with a lender?

YesNo

6. Do you have a pre-approval?

YesNoIn Process

7. Minimum purchase price

$

7. Maximum purchase price

$

8. Approximate down payment available

$

10. Comfortable monthly housing payment

$

9. Interested in down-payment assistance or first-time-homebuyer programs?

YesNoNot Sure

04

Property Requirements

Define the property that fits best

11. Preferred property type

12. Minimum bedrooms13. Minimum bathrooms

14. Preferred features

15. Are you open to renovation?

Move-in Ready OnlyMinor RenovationMajor RenovationDepends on Price

05

Location

Narrow the search geographically

16. Preferred neighborhoods / areas 17. Areas you do not want to consider

18. How important is public transportation?

Very ImportantImportantNot Important

19. Maximum preferred commute

minutes

20. Other location requirements

06

Timing

Establish your purchase timeline

21. When would you ideally like to purchase?

22. Is there anything that must happen before you purchase?

23. Are you currently renting?

YesNo

Current lease expiration

07

Preferred Showing Times

Tell us when property tours work best for you

Preferred days for showings

Preferred time of day

MorningAfternoonEveningFlexible

Earliest available timeLatest available time

Showing availability / scheduling notes

08

Decision-Making

Clarify who is involved and what matters most

24. Who will be involved in the final purchasing decision?

25. Are there other family members who should participate in showings or discussions?

YesNo

26. Your 3 absolute must-haves

27. Your 3 deal-breakers

09

Home Search & Realtor Services

Set expectations for your search

28. Have you worked with a real estate agent before?

YesNo

29. Are you currently working with another real estate agent?

YesNo

30. How would you prefer to receive property opportunities?

31. What would you like your realtor to help you with?

10

Buyer Readiness

Identify concerns and confidence level

32. What is the biggest concern you have about buying a home? 33. What questions do you have about the buying process? 34. What would make you feel confident moving forward with a property?

35. On a scale of 1–10, how ready are you to purchase?

Just exploringReady now

11

Realtor Notes / Action Plan

For agent use

AGENT SECTION

Buyer’s Primary Goal Target Price

$

Target Areas Financing Status Next Step Properties to Show Lender Referral Attorney Referral Follow-Up Date Additional Notes

Let’s build your home-buying plan.

Client Information

Your Home-Buying Goals

Financing & Budget

Property Requirements

Location

Timing

Preferred Showing Times

Decision-Making

26. Your 3 absolute must-haves

27. Your 3 deal-breakers

Home Search & Realtor Services

Buyer Readiness

Realtor Notes / Action Plan

Buyer Consultation Checklist

Consultation Complete