JessicaCorrea

Seller Questionnaire

Please complete this intake form. This will prepare us to be as effective as possible when we meet.

Fields marked with an * are required

Seller #1

first name *

last name *

phone number *

email *

Birthday

Month

Day

Optional. But if you like presents, leave your birthday here.

Occupation and Company

One of the benefits of working with us is our network — We like to know what our clients do so we can make connections with other clients who may be help you reach your goals!

Seller #2

first name

last name

phone number

Birthday

Month

Day

Optional. But if you like presents, leave your birthday here.

Occupation and Company

One of the benefits of working with us is our network — We like to know what our clients do so we can make connections with other clients who may be help you reach your goals!

Other decision makers?

If there is anyone whose opinion value during this process, include them here.

Occupancy of Property

If there is anyone whose opinion value during this process, include them here.

Bedrooms *

Full Baths *

Half Baths

Garage Stalls *

Age of Oldest A/C *

Water Heater Age *

Roof Age *

Age of Pool Pump

Waterfront? *

Type of Property *

# Of Stories in Property *

Have you updated any of the plumbing or electrical?

Do you have any warranties on your home?

Please include if they are transferable to the buyer.

Have you ever had an insurance claim?

This won’t affect your ability to resell the property. This is to prevent any surprised from the inspection.

Please upload any invoices or documents you have from the claim:

You don't need to upload these now but you should start getting them together as it may come up during the inspection or on the seller's disclosure. Having invoices or documentation will ensure the buyer doesn't try to use it against us.

Have you done any updating on the property since you purchased it?

Try to be as specific as possible and feel free to include any details like brands of appliances, styles of floors, etc. This will help us find more relevant properties that have also sold in your area.

Did you get permits for the work you did?

This will help in solidify our transaction so there are no surprises.

Yes, everything

Yes, we pulled permits for the necessary renovations

Yes, we pulled permits for some of the renovations

No, we didn’t pull permits

Do you have any open or expired permits on the house?

We will need to get these closed prior to closing. We can help with this and I would rather get these together before closing if possible.

Yes

If you have photos of the property, please upload them here:

This will help us better visualize the property and give a more accurate valuation when we meet. Please make sure to include pictures of full rooms (rather than detail shots). Don't worry about the photos being perfect - this is for our eyes only and will not be used for any purpose other than for us to get an idea of what the property is like.

Is there anything you do NOT want to stay with the property?

Washer/dryer, light fixtures, appliances and window treatments generally stay. If there’s anything that you want to take with you, let us know here.

Are you planning to do any work on the property before we list it?

Is there anything specific that you want us include in the listing description?

Do you have a home owners association?

Yes

Are you aware of any liens on the property?

Does the buyer need a mailbox key?

Yes - we have a copy for him

Yes - but we do not have a copy for him at closing

Is there a mailbox number for the home?

Does the buyer need keys to access community amenities?

Yes, we will provide at closing

Yes, we have access keys, but new buyers will need to get additional access from the association

Yes, but we do not have copies that we can give them.

When does the tenants lease expire?

If the tenant is month to month, select today’s date

How did you find us? *

Let us know so we can thank the appropriate source.

Do you plan to purchase another home? *

When would you like your close date to be? *

After you sell, where will you go?

Do you have any concerns about anything that you would like us to address?

Can we show your home anytime, or do you have some times that we need to work around?

We like to know this up front so we can plan showings around your schedule.

Association Type

Homeowners Association

Condo Association

Co-Op

Other

We don’t have a homeowners association

How frequently are the assocation dues due?

What is included in your association fee?

Please mention any amenities or features of the community. We will use this information to input the listing into the MLS. Buyers will be able to search with these features

What is the name of your homeowners association?

If there is more than one association, include the names of all of them.

Contact Name and Phone Number at Association

This will help us collect the information we need when marketing the property

Rental Restrictions

Please select all that apply:

No rental restrictions

No rentals are allowed

No corporate rentals

Limit on # of times leased per year

Must own for one year before leasing

Must own for two years before leasing

Credit requirement for tenant

Parking Restrictions

Please select all that apply:

Private Parking (Driveway, Garage etc)

Designated spots for owners in lot

Open parking (for example, no numbered spots in lot)

No commercial vehicles

Designated guest vehicles

Guests must register

Decal / Sticker needed for registered vehicles

Pet Restrictions

Please select all that apply:

No pet restrictions

No pets allowed except service animals

Dogs okay

Cats okay

Dog restrictions (Breed / size)

Limit on number of pets

Security Measures in Place?

Please select all that apply:

Keycard / Code Access

Manned gated community

Security drives around

Security at Front desk (For condos)

Explain any Restrictions Here:

This is one of the most common questions asked by buyers so we want to give them great information:

Is this a 55+ community?

Yes

Are there any assessments on the property?

We will need to disclose this to the buyer at the time of the contract. If we do not disclose it, the contract states that we are responsible for paying the assessment in full at closing:

Yes

If there is an assessment, please explain the terms:

Please upload any documents from the association that you have:

If you are in a condo association, we are required to provide the condo docs (rules & regulations, budget and bylaws to the buyer within 3 days of going under contract. If you don't have them, they will need to be ordered from the association).

What expectations do you have for your real estate agent?

Can we put a For Sale sign in your front yard?

Yes

My association won’t allow it.

Are you okay having an open house launch event?

In order to build buzz, and get offers faster, we hold all showings until the launch event. We will do mailings to the neighborhood, which takes a little time, but this will often drive more offers faster due to the perceived competition between buyers.

Yes, I’m open to it

Yes, I’m open to it if we can limit who is invited (ie agents with clients, neighbors and our targeted database)

No, I’d prefer not to have a launch event

How would you like to show your home?

Limit to a few hours each week based on a set schedule

Put it on a lockbox so only licensed agents can show during designated times

We need to coordinate with the tenant

I’m flexible!

Would you like to be present at the closing?

Yes

Not sure yet

When do you want the property to hit the market?

Have you considered selling your home by owner?

Is there anything else that you would like us to know?

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