TELL US ABOUT YOUR GOALS

Please help us understand your needs by completing the form below so we can assist you with purchasing or selling your home!

Wanting to purchase a Home?

First Name*

First Name*

Last Name*

Last Name*

Phone*

Phone

Occupation and Company

Occupation and Company

Birthday

When is your birthday?

Mailing Address

Address

How Did You Find Us?*

How did you hear about Joi Cobbs Realty?

City, state & area of Interest*

What city, state & area are you looking to purchase?

First-Time Buyer?*

Is this your first home purchase? (Yes / No)

Current Living Situation

Renting, Owning (need to sell), Living w/ family, or Investment?

Lease End Date

If renting, when does your lease expire?

Timeline in Buying Home

When would be your ideal timeframe to receive the keys to your new home?

Other Decision-Makers*

Anyone else helping with your buying decision?

Co-Buyer Info

Purchaser 2 Name, Phone, Email & Birthday (if applicable)

Share you Real Estate Experience

What has been your experience so far with real estate?

Concern in Buying a Home

Are there any concerns about the home buying process that you would like me to address?

Home Needs*

What are your home needs?

Availability in Looking at Properties*

Generally, when are you available to see properties?

Home Wants

What are your home wants?

Home Deal Breakers

What are your home deal breakers?

Purchase Method*

Financing or Cash?

Comfortable Monthly Payment

What monthly mortgage payment amount are you comfortable with?

Savings & Down Payment

How much saved for this process & how much would you like to put down?

Mortgage Lender Status

Do you have a lender? If yes, how much were you approved for?

Credit & Employment

Estimated credit score & have you been fully employed for past 2 years?

Collection Accounts

Are you aware of any collection accounts on your credit profile? (Yes/No)

Veteran Status

Are you a Veteran? (Yes/No)

Property Type

Single Family, Multi-Family, or Townhome?

Property Condition

Move-in ready, cosmetic work only, or fixer-upper ok?

Beds, Baths & Layout

Desired Beds, Baths, Stories, and Garage requirements

Target Schools & Areas

Preferred neighborhoods, cities, or school districts?

Desired Agent Qualities

Essential qualities/skills you want in your REALTOR?

Additional Notes

Any other details Joi should know about your search?

What do you prefer Call, Text or Email*

What's your preferred method of communication?

By checking this box, I agree to receive transactional and informational SMS communications, including appointment reminders, property updates, and account notifications from Joi Cobbs. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.

Needing to Sell your Home?

First Name*

First Name*

Last Name*

Last Name*

Phone*

Phone

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?

By checking this box, I agree to receive transactional and informational SMS communications, including appointment reminders, property updates, and account notifications from Joi Cobbs. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.