Time for a
Buyer Consultation

Step 1

Fill out the Buyer Questionnaire

Step 2

Coordinate a Time & Place to Meet

Step 3

Have the Consultation

Let's Pick a Time!

Click her if having trouble

Contact Information

First Name

Last Name

Email

Phone

Address

Birthday

Will anyone else be purchasing this home with you?

Yes

No

Maybe

What is their Full Name?

Email

Phone

Let's dive a little deeper.

How would your friends describe you?

Direct and to the point

Social butterfly

Warm, sincere & friendly

Cautious & perfectly accurate

What do you enjoy doing for fun?

Rate the following:

Check all that apply:

I have a dog/dogs

I have a cat/cats

I have other pets

I plan to get a pet when I get the house

Let's talk about your situation.

Which best describes you:

Which best describes your situation:

I've never owned property before.

I need to sell my home(s) to buy this next one.

I own property and plan to hold it.

Will this be an investment property?

Yes, I'm just starting to expand my RE portfolio.

Yes, I'm an experianced investor.

It's a house hack: I plan to live in it and rent parts of it out.

No, but I'm interested in becoming an investor.

No, this will be my primary residance.

Time to talk numbers.

Have you been pre-qualified or pre-approved for a mortgage with a lender?

No, I'm buying cash

No, not yet

Yes

Which of the following is describes you? (Select 1-3)

Unemployed

Employee

Self-Employed

Other

How long have you worked in your industry?

Less than 2 years. Beforehand, I was in school for this.

Less than 2 years. I'm totally new to the industry.

2+ years

What is your annual income?

What are your monthly payments towards debts? (loans and credit cards.. not bills or rent)

What amount where you pre-qualified or pre-approved for?

What is your lender's contact information?

What is your budget?

If we found the perfect home for you tomorrow, would anything prevent you from making an offer?

Yes

No

If yes, please elaborate on what would prevent you from making an offer.

What are we looking for in a home?

Based on your answers above, what area(s) are you interested in? (City, zip code, distance from a specific location...)?

Levels

1

2

3

Multi/Split Level

Primary Bedroom Location:

Upstairs

Downstairs

Doesn't Matter

Need a bedroom downstairs, but doesn't need to be a master.

Minimum Square Footage (note: a standard 2 car garage is about 400 sqft):

Is there anything else to know about what you are looking for in a property?

Almost done!

What is the best way to contact you?

Phone Call

Text

Email

When are you available to meet for a buyer consultation? This may be in-person if you are in Austin or over Zoom if you are out of state.

What are your expectations of Jackie and her partners?

Is there anything else we should know to best serve you?

How does someone win with you?

How does someone lose with you?

Jackie will be sending you an email giving you access to the MLS (it is the most accurate database of listings). How often woould you like to get market updates from this database? (This frequency can be changed later)

Once a Month (on the 1st)

Once a week

Once a day

ASAP-as soon as anything happens

Time for a Buyer Consultation

Step 1

Step 2

Step 3

Let's Pick a Time!

Contact Information

Let's dive a little deeper.

Rate the following:

Let's talk about your situation.

Time to talk numbers.

What are we looking for in a home?

Almost done!

Time for a
Buyer Consultation