Buyer Questionnaire | Raymond Conners · The Agency Bainbridge Island

01 · Introduction

First, the basics.

Your name, the best way to reach you, and whether anyone is searching alongside you.

First name Optional.

Last name Optional.

Full legal name As it appears on your driver's license or passport, for contracts and title. Leave blank if the same as above.

What I should call you Nickname or preferred first name. The name you'd like to hear on a call.

Email

Phone Optional, but it speeds things up.

Best way to reach you Select all that apply.

Phone call Text message Email

Mailing address So I can send the occasional market update, Pop-By, or thank-you note.

City

State

ZIP

Anyone searching with you? Spouse, partner, family member, financial advisor, anyone I should also keep in the loop.

02 · Timeline

When would you like to be moved in?

There are no wrong answers, even "I'm just looking" tells me how to be most useful.

Target timeline

Within 3 months Ready to move quickly 3 to 6 months Soon, but room to plan 6 to 12 months Beginning the search 12+ months or exploring Educating myself first

Have you bought a home before?

First-time buyer Bought before Multiple properties

What's prompting the move? Job, family, retirement, lifestyle, whatever's true. This stays between us.

03 · Place & property

Where in the world is home for you?

Pick as many areas as you're considering. Cross any off later, this is just the starting circle.

Bedrooms (minimum)

Bathrooms (minimum)

04 · Work & commute

Tell me about the drive in.

Where you work, when you travel, and how you get there. It helps me weigh ferry schedules, traffic patterns, and the real cost of each neighborhood.

Primary work location City, neighborhood, or company campus. Multiple workers, list both.

Where do you work most days?

Fully at the office Hybrid (mix) Fully remote

How do you usually get to work?

Drive myself Ride with another Public transportation

Maximum commute you'd accept (one way)

Typical departure to work

Typical departure home

05 · Investment

Let's talk numbers, gently.

A range is fine. Nothing here is a commitment, and nothing is binding. It just helps me filter inventory honestly.

Comfortable minimum

Comfortable maximum

Down payment saved Roughly how much cash you have set aside today for the down payment, closing costs, and reserves.

Planned down payment at purchase Total you plan to put down. Include proceeds from a sale, gifts, or funds becoming available before closing.

Pre-approval status

Pre-approved In progress Not yet

Will you sell a current home to buy?

Yes, & need help Yes, already handled No

06 · Your pets

Tell me about your pets.

They live here too. Knowing them helps me think about yards, fencing, neighbors, stairs, even the right walk-through pace at showings.

Do you have any pets?

No pets Yes, we have pets

07 · The dream

Paint the picture for me.

A morning in your new home, what does it look like? What's outside the window? What's the deal-breaker, and what's the unexpected nice-to-have?

Flooring types Check any that appeal, or “No preference.”

Hardwood Marble Stone No preference

Anything else I should know? A deal-breaker, a story, a favorite house you've been admiring, whatever helps me listen well.

08 · Personal touches

A few personal things.

Honest answer: this is so I can think of you when I'm out and about. Pop-bys, closing-day baskets, birthday cards, the occasional drop. Every question is optional, skip any you'd rather not share.

Treats & favorites

What are your favorite snacks?

If you have kids, what are their favorite snacks?

What are your favorite drinks?

Do you have a particular coffee order?

Favorite local bakery, coffee shop, or restaurant?

Any dietary needs I should know about?

The household

Who lives in the home? Names and ages if you'd like. Helps me personalize cards and the small things.

Anyone you'd like included on closing-day or holiday touches? Parents, in-laws, business partner, a friend who's part of this with you.

Dates worth remembering

Birthdays for you and your partner Month and day is enough. No year needed.

Anniversary, if applicable

Kids' birthdays, if applicable

Things you love

Hobbies, sports, or weekend obsessions?

Favorite teams, shows, or artists?

One thing you collect, follow, or geek out on?

Where do you love to vacation?

Community & values

Any community, faith, or cultural traditions you celebrate? Helps me get the timing of touches right.

Causes or organizations you support?

09 · One last thing

Before you hit send.

Three short questions. They're the ones that usually matter most, and they help me show up the way you actually need me to.

What has your experience been like so far in this search? Smooth, frustrating, just starting, talked to other agents, whatever's honest.

What is the one thing you are most nervous about in this process? Naming it is half the work. I'll meet you there.

What would make this feel like a complete success for you? Beyond the closing date. The feeling, the home, the story you'd tell a year from now.

Your information stays private. Replied to within one business day, usually sooner.

Received

Thank you. Truly.

Your questionnaire is on its way to my inbox. I'll read it carefully and reach out within one business day to set up our first conversation, at your pace, on your schedule.

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