buyer’s packet
YOUR TOP TEN LIST
start here:
GETTING YOUR DUCKS IN ROW
Name: _____________________________________________________________
Phone: ______________________ Email: _______________________________
What is the best time and way to reach you? ______________________
What is prompting your move? ____________________________________
When do you need to be in your new home? _________________________
Are you preapproved for a mortgage? o Yes o No
What is your price range? __________________________________________
If we found a home today that meets all of your needs and has many of your wants, would you make an offer? o Yes o No
LIFESTYLE
Who will be living in the home that we are looking for?
BUYER’S CHECKLIST
o Select a Real Estate Agent
o Obtain Financial Pre-Approval
o Analyze Your Needs
o Select Properties
o View Properties
o Write an Offer to Purchase
o Negotiate Terms
o Accept the Contract
o Conduct Title Search
o Conduct Inspections
o Remove Contingencies
o Resolve Any Issues
o Obtain Mortgage Financing
• Credit
• Underwriting
• Appraisal
Will you have regular guests to consider? (e.g., parents, stepkids, etc;)
• Survey
• Insurance
• Check
Are there special needs to take into account? Pets?
o Conduct Title Search
o Remove Any Encumbrances
When you look out of your window, what would be your ideal view?
o Obtain Title Insurance
o Obtain Funds for Closing
o Close on the Property
What do you do for fun that you would like to be closer to? (i.e., “I’d like to be near the beach and I’d like to to be able to walk to a coffee shop, or ferry…” or “it’s important to be near a city center...”)
Is there anything else that I should know before we get started?
o Take Possession of Your New Home!
o celebrate
THE ACTUAL HOME // THINGS TO THINK ABOUT
This is just to get you thinking about what you really need in a home, and what you really want, as well. Let’s start with the basics:
Need : ____Beds/_____Baths
Want: ____Beds/_____Baths
Is the date that the home was built important to you? o
Yes o No
Are you looking for a dream home, or something to put some of your own heart and elbow grease into?
What type of home? (e.g., single-family, condo, town house, etc.)
What size house are you looking for (square footage)? _______
How many stories? Do you want split-level? Rambler?
What architectural styles do you prefer?
Do you have an exterior siding preference?
KITCHEN/DINING
• Do you have any “dream appliances” that you like to have? (e.g., stainless steel appliances, Wolf Double Oven, etc)
Do you want a breakfast nook? Formal dining room?
Do you want an open floor plan?_______________________
Does that includes the kitchen/dining area?
What are your ideal finishes? (e.g.; “I would love a farmhouse sink!” or “I adore tile backsplashes!”)
THE GREAT OUTDOORS
What size lot would you like? How big of a yard?
What kind of terrain? Do you need/want a garden area?
Are you looking for an outdoor entertaining space? __________________________________________________________
What about an outdoor kitchen?
Will you need an established shed or greenhouse?
Do you want a firepit? Or a fenced yard?
NOW FOR THE FUN STUFF
Do you want a swimming pool or hot tub?
What about a deck or patio? Do you have a preference?
What size garage do you need? What size do you want?
What’s your style? Modern? Classic? Contemporary? Cozy?
Is convenience to public transportation a high priority?
What kind of local community are you looking for?
Where do you want to live? Do you have a neighborhood in mind? _________________________________________________
What’s the farthest that you are willing to travel on a daily commute? _______________________________________________
Are local schools an important part of your decision?
almost there
Each Office Is Independently Owned And Operated. PROUDLY WITH: JENN HERRMANN | Real Estate Broker call or text: 206.295.2516 e: JennHerrmann@Windermere.com JennHerrmannRealEstate.com