Buyer Consultation Questionnaire

Full Legal Name*

Enter your legal first name*

Full Legal Name*

Enter your legal last name*

Email*

Enter your email address*

Preferred Name or Nickname

What would you like us to call you?

Phone*

Enter your phone number*

Additional buyers information

Enter legal first and last name, phone number, and email address for any co-buyer

Price range*

Enter your target price range*

Buyer type

I know what I want and what I'm looking for I sort of know what I want but I need to narrow it down I'll know it when I see it

This field is required.

Pre-approval status

Yes No I have talked with lenders or filled out applications online and am currently waiting on my pre-approval letter

This field is required.

Move timeline

Looking now 1-3 months Looking to move in 3-6 months Looking to move in 6-12 months

This field is required.

Will you use proceeds from the sale of your current home?

Yes No

This field is required.

Household members or pets and their names

Tell us who will be living in the home

Desired bedrooms, bathrooms, and ideal square footage

Example: 3 bedrooms, 2 bathrooms, around 1,800 sq ft

Preferred neighborhood or city

Where would you like to live?

Desired lifestyle in the new home

Describe how you want the home to support your day-to-day life

What do you want to know before or during a showing?

Share the questions you want answered

Absolute must-haves

List the features you cannot compromise on

What is not important or what do you dislike in a home?

Tell us what you want to avoid

Preferred home style

Example: ranch, two-story, condo, acreage

Current houses of interest and addresses

List any homes you already want to discuss

Best contact method

Text Call Email

This field is required.

Best days and hours for showings

Example: Weeknights after 5 or Saturdays 10-2

Expectations of your real estate agent and how Bob can best serve you

Tell us what kind of guidance and communication you want

Were you referred to or would you like to work with a specific agent?

Share a name if applicable

Security question*

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Questionnaire Received

Thank you for completing the home buyer questionnaire. Bob Bates will review your answers, contact you using your preferred method, and help narrow your search based on your timing, budget, and must-haves.

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Use this home buyer questionnaire to share what matters most in your next move. Bob and Kim Bates of Bates Realty LLC uses your answers to prepare a more focused, efficient home search in Spencer and nearby Northwest Iowa communities.

Tell us a little about where you want to live.

This form is designed to keep the process organized and practical. You can answer in as much detail as you like so Bob can better understand your timing, budget, priorities, and the kind of home that fits your life.

What happens after you submit

Bob and Kim reviews your questionnaire, reaches out using your preferred contact method, and helps narrow your search based on your timeline, price range, and must-haves. From there, you can move forward with a clearer plan and more relevant homes to consider.

Buyer Consultation Questionnaire

Questionnaire Received

Tell us a little about where you want to live.

What happens after you submit

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