REAL ESTATE CLIENT PROFILE TEMPLATE

REALTOR	CONTACT	DATE

CONTACT INFORMATION

CLIENT NAME 1	PREFERRED CONTACT METHOD	BEST TIME TO CONTACT
ADDRESS
WORK PHONE	HOME PHONE	CELL PHONE
FAX	EMAIL ADDRESS
CLIENT NAME 2	PREFERRED CONTACT METHOD	BEST TIME TO CONTACT
ADDRESS
WORK PHONE	HOME PHONE	CELL PHONE
FAX	EMAIL ADDRESS

HOUSING DETAILS

REAL ESTATE INTEREST	TIMELINE
SELL	TODAY
BUY	30-90 DAYS
RENT	90-120 DAYS
LEASE	6-12 MONTHS
PURCHASE	OVER A YEAR
PROPERTY TYPE	INTENDED USE
SINGLE FAMILY	PRIMARY RESIDENCE
2-4 UNITS	SECOND HOME
CONDO / TOWNHOME	RENTAL
APARTMENT	INVESTMENT
LAND	REHAB
COMMERCIAL	OTHER

HOUSING DETAILS continued

PRICE RANGE	LOW:	HIGH:

AGE OF HOME	BUILT PRIOR TO:	BUILT AFTER:	NEW CONSTRUCTION PREFERRED

PREFERRED LOCATION / AREA
CITY	ZIP CODE	SCHOOL DISTRICT

PREFERRED STYLE

NUMBER OF STORIES
NUMBER OF BEDROOMS
NUMBER OF BATHS
NUMBER OF CARS
GARAGE
BASEMENT
FIREPLACE
FENCED YARD
OTHER AMENITIES / COMMENTS

PLANNING FOR YOUR HOME

FINANCE
PAYING CASH	REHAB LOAN
MORTGAGE	DOWN PAYMENT ASSISTANCE
REFINANCE	NEED SELLER CONCESSIONS
HOME EQUITY
OTHER:

CURRENT MORTGAGE COMPANY
LOAN OFFICER:
CONTACT INFO:
PRE-QUALIFICATION	DU APPROVED
COMMENTS:

LOAN TYPE
FHA	VA
CONVENTIONAL	USDA
NSP
OTHER:
DOWN PAYMENT ASSISTANCE PROGRAM:
YOUR DESIRED MORTGAGE PAYMENT RANGE:

CHECK IF “YES”
Have you recently ordered a copy of your credit report?
Have you talked with a mortgage planner?
Have you talked with a housing counselor?
Have you completed a loan application?
Have you applied online?
Do you have your down payment?
If yes, is the down payment a gift?
Are you paying the closing cost?
Is the home served by a well or septic tank?
Is there a home warranty?
Any inspections on the property?
Are you self-employed?

DO YOU HAVE A HOME TO SELL OR RENT?
YES	NO
When does your contract expire?
PROPERTY ADDRESS
PURCHASE PRICE
CLOSING DATE
ATTORNEY
PROPERTY TYPE SF, condo, etc.
HOA / CONDO FEES
Does the property require repairs? If yes, what type of repairs?

REFINANCE
CURRENT LENDER
CURRENT PAYOFF
1ST MORTGAGE: $	2ND MORTGAGE: $
Any other liens on the property?	YES	NO
If yes, please explain:
Are the property taxes up to date?	YES	NO
ANNUAL TAXES:
Is the hazard insurance up to date?	YES	NO
If no, please explain:
Is flood insurance required?	YES	NO
Does the home need any repairs, corrections, or updating?	YES	NO
If yes, please explain:
Is the home served by a well or septic tank?

PERSONAL PROFILE

Describe the quality of your relationships with your family members and friends.
Describe your workspace.
Do you have any sleep problems?
Describe your to-do list or number of projects in process.
Are you always on time or always late?
Are you impulsive? When?
What are your top five strengths?

Favorite Color	Favorite Cartoon or TV Character
Favorite Flower	Favorite Type of Music / Artist
Favorite Fragrance	Favorite Spot or Location
Favorite Candy / Sweet / Food	Favorite Charity
Favorite Restaurant or Type of Cuisine	Astrological Sign

PERSONAL PROFILE continued

What hobbies / sports do you enjoy and / or play?
Do you get consistent exercise? What kind(s)? How often? What kind do you most enjoy? How do you make exercise enjoyable?
What do you do for fun?
Do you like to read? If so, what? How often do you read?
Do you like to write or journal?
What’s the most thoughtful and / or appreciated gift you’ve ever received?
How do you treat yourself special?
What sort of stores do you enjoy getting gift certificates to?
What do you enjoy collecting?
What’s your idea of the perfect mini-vacation?
Is there anything else you feel would be helpful to share?

DISCLOSURE: I agree to provide equal professional service without regard to the race, color, religion, sex, handicap, familial status, or national origin of any prospective client or customer. I also agree to provide equal professional service to the residents of any community.

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