Thank you for choosing me to assist you with your real estate situation. I want to make your transaction as quick and easy as possible. In order to do this, I need your help. Please provide me with as much of the following information as you can fill out so I can be properly prepared to present you with the best possible offer and/or solution. *Required

1. Name of Property Owner(s)*:

2. Contact Info:

Telephone Number:*
Alternate Phone:
Email Address:
Best time to Call:

3. Property Street Address:

Number* Dir Street Name* Suffix
City:*
State:
Zip Code:*

4. What type of property is this?

  

5. Property characteristics
      

Square Footage:
Lot Size:
Property Age:
Bedrooms
Bathrooms
Stories
Garage
Please check all that apply:
Fireplace
Pool
Jacuzzi
Koi Pond
Central Air
Unpermitted Additions
Zoning Violations

6A. Is there an HOA?
   Yes.
   No.
  If there is an HOA, how much are the dues? 

6B. Is there a Mello-Roos bond?
   Yes.
   No.
  If yes, how much are the payments? 

7. Please list any repairs needed.
   If I inspected the property, what would be the worst thing I would find?
   

8. Please complete the financial details:

  First Loan Amount
  Balance:
  Interest Rate:
  Is the interest Fixed or Adjustable?   (please select one) Fixed Adjustable
  If fixed, but not for 30 years, when does it convert to adjustable? 
  Monthly Payment:
  Are the payments current?   (please select one) Yes No
  If no, number of months behind:  or amount past due: 
  Do payments include taxes & insurance? Yes   No

  Second Loan Amount
  Balance:
  Interest Rate:
  Monthly Payment:
  Are the payments current?   (please select one) Yes No
  If no, number of months behind:  or amount past due: 

9. Why do you want to sell?
  

10. Is the property:
   Owner Occupied.
   Tenant Occupied.
   Vacant.

11. Is the property:
   Presently Listed.
   Not Listed.
   Was listed, but expired.
  If the property is listed, when does the listing expire? 

12. When did you purchase the property?

  

13. How soon do you need to sell?

  

14A. What do you think the property is worth?*  
14B. How did you arrive at this price?*
  

15. How much do you want if I close on the date of your choice?*  

16. If there is any other information you would like to share with me please do so now.
  

How did you hear about us?
  

Thank you for taking the time to complete this form. We will review the information and contact you shortly.