Seller Intake Form

Thank you for taking a few minutes to complete this form before we meet. My goal is to come fully prepared and tailor our conversation specifically to you, your home, and your goals. The more insight I have ahead of time, the more productive and strategic our time together will be.

Basic Information

About You

Do You Currently Live In The Home?

Motivation & Timing

What Is Prompting Your Move?
Is That A Firm Deadline?

🏡Property Information

Recent Updates (Within The Last 10 Years)
Do You Have A Mortgage On The Home?

Your Experience in the Home

Pricing & Strategy

Have You Spoken Or Plan To Speak To Other Agents?
Have You Received Any Home Valuations?
Are You More Concerned With:

Showings & Logistics

Is There An Alarm System?

Financial & Closing Considerations

Do You Need Proceeds From This Sale To Purchase Your Next Home?
Would You Consider Any Of The Following If It Strengthens Your Position?

Getting To Know You (So I Can Serve You Better)

Favorite Beverage(s)
Weekends Usually Look Like

💬 Final Thoughts