Buyer Qualifying Questionnaire

Buyer Intake Questionnaire | Duane Levandowski · Lokation Realty

Duane Levandowski · Lokation Realty

Buyer Intake Questionnaire · Broward & Palm Beach Counties

📞 954-655-6799
Lic. #3178024

Contact

Finances

Home Goals

Timeline

Lifestyle

Summary

Step 1 of 6 · Contact Information

Let's start with your basics

All information is kept strictly confidential and used only to help find your perfect home.

First Name *

Last Name *

Phone Number *

Email Address *

Best Time to Reach You

Preferred Contact Method

Buying Party Details

Are you buying alone or with a partner?

Solo buyer Couple / Partner Family Investment partners

Co-Buyer Name optional

How did you hear about Duane?

Referral / friend Facebook Zillow / Realtor.com Google Sign / driving by Other

Are you currently working with another real estate agent?

No, I'm free to work with you Yes, currently working with someone Had one, but that ended

🗒️ Agent Notes — Step 1

Fields marked * are required

Step 2 of 6 · Financial Qualification

Understanding your buying power

This helps me show you homes you can actually close on — and negotiate confidently for you.

🔒 Your financial information is confidential and shared only with your lender. I use it solely to match you with appropriate properties and protect your time.

Pre-Approval Status

Financing Status *

✅ Pre-approved ⏳ In process 🔍 Need a lender 💵 All cash Haven't started

Pre-Approval Amount if applicable

Lender / Bank Name optional

Loan Type select all that apply

Conventional FHA VA USDA Jumbo Cash / No Loan Not sure yet

Budget Range

Maximum Purchase Budget *

$450,000

$150K$500K$1M$2M$3M+

Available Down Payment

Monthly Payment Comfort Zone

Do you have a home to sell first?

No Yes, must sell first Yes, but can carry both

Willing to pay HOA fees?

Yes, open to it Low HOA only No HOA preferred

Credit Score Estimate helps me suggest lenders

Excellent (740+) Good (680–739) Fair (620–679) Needs work (below 620) Don't know

🗒️ Agent Notes — Finances

Step 3 of 6 · Property Goals

What is your dream home?

Broward and Palm Beach Counties offer incredible variety — let's narrow it down to what matters most to you.

Primary Purpose of Purchase *

🏠 Primary residence 🌴 Vacation / second home 📈 Investment / rental 🌅 Retirement home 🔨 Flip / rehab project

Property Type select all that interest you

Single-family home Townhouse Condo Villa 55+ community Waterfront / canal New construction Multi-family (duplex+)

Size & Features

Minimum Bedrooms *

Minimum Bathrooms

Minimum Square Feet

Must-Have Features select all that apply

🏊 Pool 🚗 Garage 🌊 Waterfront / water view 🐾 Fenced yard 🪟 Impact windows 🍳 Updated kitchen 💼 Home office / den 👨‍👩‍👧 In-law suite No HOA 🔒 Gated community ☀️ Solar panels ⚡ EV charging ⛵ Boat dock / lift 📐 Corner / large lot

Location Preferences

Target County / Area *

Broward County Palm Beach County Either / both

Preferred Cities / Neighborhoods type or leave blank if open

Areas or Zip Codes to Avoid optional

Max Distance from Work / School

School District Priority?

Yes, top priority Somewhat Not a factor

Home Condition Preference

Move-in ready only Minor updates OK Open to fixer-upper Full rehab / investor grade

🗒️ Agent Notes — Home Goals

Step 4 of 6 · Timeline & Motivation

When do you want to move?

Understanding your urgency helps me prioritize your search and negotiate stronger for you.

Purchase Timeline *

🔥 ASAP — I'm ready now 1–3 months 3–6 months 6–12 months Just exploring (12+ months)

Target Move-In / Closing Date if known

Current Living Situation

Primary Motivation for Buying Now *

💍 Life change ✈️ Job relocation 🏠 Need more space 📦 Downsizing 📈 Investment / wealth building 🌅 Retirement 💰 Escape rent / build equity 🔍 Just exploring

Buyer Experience

First-Time Homebuyer?

Yes, first time No, bought before

Have you toured homes yet?

Not yet Yes, a few Many — know what I want

Have you made any offers that didn't work out?

No offers yet 1–2 — didn't work out 3+ — still searching

Biggest Concern About Buying select your top worry

Overpaying Finding the right home Getting financed Losing to competition Hidden issues Timing coordination Market uncertainty

🗒️ Agent Notes — Timeline

Step 5 of 6 · Lifestyle & Additional Info

The details that make it the right home

South Florida living is unique — these questions help me match you with a community, not just a house.

Household Size

Children in Household?

No children Yes — school age Yes — under 5 Adult children

Pets?

No pets 🐕 Dog(s) 🐈 Cat(s) 🐕‍🦺 Large dog (50+ lbs) Other pets

Lifestyle Priorities select your top lifestyle factors

🏖️ Close to beach 🌳 Quiet / suburban 🍽️ Walkable to dining ⛵ Boating / water access ⛳ Golf community 🎾 Active 55+ community 🔒 Safety / low crime 🚗 Easy highway access 💎 Luxury / prestige 🌎 Diverse community

South Florida Specifics

Flood Zone Concern?

Must avoid flood zone OK if priced right Not concerned

Hurricane / Wind Insurance Concern?

Major concern Somewhat Not concerned

Homestead Exemption Intent?

Yes — primary / homestead No — investment / second home Not sure

Anything else I should know? special needs, accessibility, unique requirements

🗒️ Agent Notes — Lifestyle

Step 6 of 6 · Buyer Profile Summary

Your complete buyer profile

Review and print this summary to keep on file. Use for listing alerts, MLS searches, and lender referrals.

✅

Intake Complete!

Here's a full summary of your buyer profile — print this or save it as a PDF for your records.

Buyer Readiness Score

—

📋 Duane's Next Steps

Set up automatic MLS listing alerts matching this buyer's criteria
Send lender referrals if buyer is not yet pre-approved
Schedule first showing tour based on availability and urgency
Add buyer to CRM with profile tags and follow-up date
Send Buyer's Agency Agreement for signature

HTMLEOF echo "Done. Size: $(wc -c < /mnt/user-data/outputs/buyer_intake_questionnaire.html) bytes"

📋 Duane's Next Steps

About Duane Properties

Get In Touch With Us

Connect With Us