Templates

Buyer Consultation Form

Buyer Consultation Form

Capture client home buying preferences and requirements with this buyer consultation form template.

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Buyer Consultation Form Overview

Buyer Consultation Form Template

Gather information to understand client needs and guide the home buying process.

Home Preferences Assessment

Discuss desired property type, location, size, and budget.

Financial Readiness Evaluation

Assess client mortgage pre-approval status, down payment capabilities, and affordability.

Home Buying Strategy

Provide guidance on property search, offer negotiation, and closing processes.

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