Seller Consultation

Step 1 of 9

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 9

Tell us about the property.

Charles will pull public records and comps before your call.

Property address

Are you currently living in this property?

Yes No, it's an investment / rental No, it's vacant

Step 3 of 9

What's prompting the move?

What's causing you to be interested in selling now?

Once your property sells, where do you plan on moving to?

What do you plan on doing with the proceeds from the sale?

Step 4 of 9

What's your timeline?

Are you ready to list and sell now, or is this more of a planning conversation?

Ready to list now Within 1–3 months Within 6–12 months Just exploring

Step 5 of 9

Tell us about the home itself.

We'll pull public records, but your perspective always tells us more.

Bedrooms

Bathrooms

Square footage

Have you made any upgrades or renovations? Anything we should highlight?

Step 6 of 9

How would you rate the condition?

10 = best house on the block. 1 = needs major work. Trust your gut.

What would make it a 10?

Step 7 of 9

A few financial questions.

All financial info is kept strictly confidential.

Approximate total mortgage balance on the property

Do you have a price in mind that you think the property is worth — or a number you absolutely won't go below?

Any interest in seller financing?

Yes, open to it Maybe — want to learn more No, want cash out

Step 8 of 9

How are you thinking about selling?

Are you considering selling without an agent (FSBO), or planning to list with one?

Listing with an agent Considering FSBO Not sure yet

Have you already met with other agents — or planning to?

No, you're the first Met a few already Plan to meet others

Any other questions or concerns about selling your home?

Step 9 of 9 · Final Step

Book your consultation call.

Pick a date and time that works for you. Charles will confirm and bring a valuation report to the meeting.

Preferred date

Preferred time

Let's get your home ready to sell.