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Fillable Form Client/Buyer Information Sheet

A customer becomes a client when a relationship is documented in an agreement. A signed agreement allows licensed real estate agents to act on behalf of a client or principal in a real estate transaction. This is known as representation. Representation is governed by the laws of agency.

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What is a Client Information Sheet?

Client Information Sheet is a document containing the required information of a customer in an agreement. It is used to keep track of a client’s demand upon purchasing a property or product.

How to fill out a Client Information Sheet for Real Estate buyers?

Page 1

Company Name

Enter the company name.

NAME

First Name

Enter your first name.

Last Name

Enter your last name.

Email Address

Enter your email address.

Phone Number

Enter your phone number.

Telephone Number

Enter your telephone number.

Work Number

Enter your work number.

ADDRESS

Street Address

Enter your street address.

City

Enter your city.

Region

Enter your region.

Postal/ZIP Code

Enter your postal or ZIP code.

FAMILY INFORMATION

Enter your family information. They will serve as your reference or supplementary contact.

Relationship

Enter your relationship with the person.

First Name

Enter his or her first name.

Last Name

Enter his or her last name.

Age

Enter his or her age.

Status

Enter his or her status.

Occupation

Enter his or her occupation.

Living with/without

If he/she is living with someone, enter the headcount.

Page 2

BUYERS

Locations Interested In:

Enter your preference regarding the following:

Cities, Towns, Counties, Areas

Enter your preferred cities, towns, counties, or areas.

# of Bedrooms

Enter your preferred number of bedrooms.

# of Bathrooms

Enter your preferred number of bathrooms.

Square Feet/Lot Size

Enter your preferred lot size.

Price Range $

Enter your preferred price range of a house.

Maximum Down Payment (If Applicable)

Enter your preferred down payment, if applicable.

Current Home:

Do you currently own or rent?

Mark Own, if you currently own a house. Mark Rent, if you are a renter.

Present Address:

Enter your present address.

Street Address

Enter your street address.

City

Enter your city.

Region

Enter your region.

Postal/ZIP Code

Enter your postal or ZIP code.

# of Bedrooms

Enter the number of bedrooms your house has.

# of Bathrooms

Enter the number of bathrooms your house has.

# of Stories

Enter the number of stories your house has.

Current Situation:

1. Why are you wanting to make a move?

Enter the reason for your move out.

2. When would you like to be in your new home?

Enter your desired date of moving into your new home.

3. Do you need to sell your present home to make this move?

Enter Yes, if you need to sell your present home to make this move. Enter No, if not.

4. Is your present home on the market?

Enter Yes, if your present home is on the market. Enter No, if not.

5. How much cash are you expecting to use for downpayment and closing costs?

Enter your expected amount for downpayment and closing costs.

6. What monthly payment would you be comfortable making?

Enter the monthly payment you are comfortable making.

7. Is there anything else that will help us find your new home?

If yes, enter any recommendations that will help you find your new home. If none, enter None.

Page 3

Other Information on your Next Home:

1. What schools, workplaces, social activities, and community amenities would you like to be near?

Enter the schools, workplaces, social activities, and community amenities you desire to live near.

2. Name three (or more) things you MUST have in your next home?

Enter three or more things you must have in your next home.

3. What style/layout it should have?

Enter the required style or layout of your next home.

4. Should your future house have a basement?

Enter Yes, if you want your future house to have a basement. Enter No, if not.

5. What features you prefer to have in your next home?

Enter the features you prefer to have in your next home.

6. What types of repairs/renovations you are ready to do after you will move in? How much you are ready to invest in repairs and remodeling?

Mark $0, the property should be ready to move in if you do not want to invest in renovating the house.

Mark Just cosmetic repairs, DYI, if you wish to do cosmetic repairs and Do It Yourself (DIY) house remodeling.

Mark Small repairs, replacement of appliances, under $1,000, if you wish to do small repairs and replace appliances costing below $1,000.

Mark Repairs, remodeling replacement of appliances $1,000-10,000, if you wish to repair the house and remodel its appliances costing $1,000 to $10,000.

Mark Major repairs and remodeling, over $10,000, if you wish to have major repairs and remodeling for over $10,000.

Mark, The property can be a FIXER UPPER project if you wish to reconstruct the property.

7. Do you have other preference or additional instruction for your next home?

If yes, enter other preferences or additional instructions for your next home. If none, enter None.

TERMS

The information on this application is true and correct to the best of my knowledge.

Mark the box if you agree with the statement.

Signature

Enter your signature.

Date

Enter the date.

What is the purpose of a Client or Buyer Information Sheet?

Being organized could save you effort, money, and time. The Client Information Sheet helps a company in organizing its customer's demands. It helps them essentially manage their client's profiles and needs.

Furthermore, the Client Information Sheet has a multifaceted purpose depending on its type or what business it is used.

What are the types of Client Information Sheet?

The Client Information Sheet is modified depending on the business.

Some samples are:

1. Tax Client Information Sheet — a form used for tax-related business;

2. Photography Client Information Sheet — a form used to document photography-related business or service;

3. Real Estate Client Information Sheet — a form used by buyers, sellers, and investors in a Real Estate business;

4. Counseling Client Information Sheet — a form in a counseling business or service that helps organize the details of patients; and

5. General Client Information Sheet — a generic type of Client Information Sheet used in any business or service.

In this form, you are filling out a Client Information Sheet for Real Estate buyers.

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