Buyer Consultation

Step 1 of 10

First — let's get to know you.

We'll only use this to reach out about your consultation.

Full name

Phone number

Step 2 of 10

Why now?

What's important to you about finding a home at this time? Why are we talking today instead of six months ago — or six months from now?

Step 3 of 10

Describe your dream home.

Big picture first, then a few specifics.

In your own words

Bedrooms

Full bathrooms

Total bathrooms

Property type

Single Family Unit / Flat / Condo Either works

Parking

Need Want Don't need

New construction?

Yes No Either

Step 4 of 10

Location & timing.

Where you're looking — and when you'd like to land.

Neighborhoods or areas you're interested in

What's important about those areas?

Ideal move-in date If you're flexible, just give a rough month.

Step 5 of 10

Where are you in your search?

How much shopping have you done so far — online, open houses, anything else?

Have you seen anything you like? If so, describe it.

Step 6 of 10

Choosing the right realtor.

Are you currently working with any other realtors, or do you plan to meet with others?

No, just exploring Meeting a few Yes, already with one

What are you looking for in a realtor? What's most important to you?

Step 7 of 10

Let's talk numbers.

All financial info is kept strictly confidential.

Cash budget for purchase

Maximum comfortable monthly payment

Price range you've been looking at so far

Step 8 of 10

How do you make the call?

Is there anyone else who would need to see the home before you make a decision?

How many homes will you likely need to see before you make a decision?

If you saw the perfect home today, would you be ready to make an offer?

Yes Probably Not yet

Step 9 of 10

Anything else we should know?

Best way to reach you

Phone call Text message Email

Any other questions or concerns about purchasing a home?

Step 10 of 10 · Final Step

Book your consultation call.

Pick a date and time that works for you. Charles will confirm by your preferred contact method.

Preferred date

Preferred time

Let's find the right home for you.