Occupation and Company
Occupation and Company
Birthday
When is your birthday?
Other Decision-Makers
Are there any other indirect decision makers involved in your home sale?
Co-Seller Information
Co-seller Name, Phone, Email & Birthday (if applicable)
Property Address to Sell*
Address of property needing to sell
Occupancy & Lease*
Owner-occupied, Tenant, or Vacant? (If tenant, lease end date?)
Roof Age & Type
How old is the roof, and what type is it?
City, state & area of Realtor you want to partner
What city, state & area are you looking for a REALTOR referral?
Property Layout
Beds, Full/Half Baths, Garage spaces, Stories, & Basement?
HVAC & Water Heater Age
Age of HVAC unit and age of Water Heater?
Property Type
Single Family, Townhouse, or Multi-Family?
Plumbing & Electrical Updates
Have you updated any plumbing or electrical in the house?
Renovations, Warranties & Claims
Detail any updates done, home warranties (transferable?), & past insurance claims.
Key Features & Exclusions
Key features (pool, fence, fireplace) & items NOT staying w/ home?
Permits for Updates
Were permits pulled for past renovations? (Yes/No/Partial)
Listing Description wants to Add
Is there anything that you want to make sure we include in the listing description?
Access & 1st Floor Bed
1st floor bedroom/office? Mailbox key & community access available?
Reason for Selling Home
What is your primary reason or motivation for selling this property?
How Did You Find Us?*
How did you hear about Joi Cobbs Realty?
Next Move & Cash Needs
First-time seller? Need sale proceeds to buy next? Where are you moving?
Target Date to have Home Sold
When do you want the property to hit the market?
Availability in Showing Home to Sell*
What is your home showing availability like?
Desired Sale Price
How much are you hoping to get from your property?
Remaining Mortgage Balance
What is the remaining mortgage balance? (Needed for net sheet)
Mortgage Payment Status
Are you current on your mortgage payments? (Yes/No)
HOA & Association Information
HOA Name, payment frequency/amount, community amenities, rental/parking rules & any special assessments?
Desired Agent Qualities
Essential qualities or skills you consider essential in your REALTOR?
Sign & Closing Options
Open to "For Sale" sign? Preferred showing rules? Attending closing?
Any concerns so far?
Is there anything else that you would like us to know before our meeting?
What do you prefer Call, Text or Email*
What's your preferred method of communication?