Buyer Intake Form — Tavon Willis

01

Basic Information

Let's start with the essentials

First name *

Last name *

Phone number

Email address

Date of birth

Helpful for VA / FHA loan eligibility checks.

Preferred contact method

Phone call Text Email Any works

02

Current Situation

Where are you at right now?

03

Financial Snapshot

Helps me match you with the right homes — all info is kept confidential

04

Location & Commute

Let's narrow down where you want to be

Areas or cities you're interested in

Any areas you want to avoid?

Where do you work?

Max commute time

Work situation

Fully remote Hybrid In office / on-site

05

Property Criteria

Tell me what the home needs to have

Bedrooms (min)

Bathrooms (min)

Garage

Min. square footage

Max price

Property type

06

Lifestyle & What Matters Most

Help me understand what home really means to you

07

Flexibility

How open are you to different types of homes?

08

Deal Breakers

What would make you immediately say no?

Hard no's — things you will not compromise on

High HOA fees No yard at all Poor school district No garage Major foundation / structural issues On a very busy street Flood zone Too far from work / family

Anything else you absolutely won't budge on?

09

Working Together

I want to show up the way you need me to

How often would you like updates and new listings?

Daily — I'm actively searching A few times a week Weekly roundup Only when something great comes up

What does a great experience with an agent look like to you?

Have you worked with an agent before? Anything we should know?

10

One Last Thing

Just want to know where you're at mentally

If we found the right home tomorrow — are you ready to move forward?

100% — let's go Yes, but need to finalize financing first Almost — a few things to sort out first Still exploring — not in a rush

Anything else you want me to know before we start?

Let's Find You
The Right Home

You're All Set!