Seller Questionnaire | Raymond Conners · The Agency Bainbridge Island

01 · Introduction

First, the basics.

Your name, the best way to reach you, and any co-owners I should also keep in the loop.

First name Optional.

Last name Optional.

Full legal name As it appears on title, deeds, and contracts. 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 Where you currently receive mail. If it's the same as the home you're selling, enter it here too.

City

State

ZIP

Co-owner or co-decision-maker Spouse, partner, trustee, family member, anyone whose voice belongs in the conversation.

02 · The property

Now, the home itself.

The basics let me look at recent comparables and start to understand the property's market position before we ever meet.

Property address

Bedrooms

Bathrooms

Approximate square feet

Lot size Acres or sq ft, your best guess is fine.

Year built

Years owned

03 · Timeline & motivation

When and why now?

Every sale has a reason behind it. Yours shapes the marketing approach, the schedule, and how I'll quietly advocate for you.

Ideal time to list

As soon as possible Ready to launch Within 1 to 3 months Preparing to list 3 to 6 months Spring or summer launch 6 to 12 months or exploring Planning ahead

How urgent is the timing?

Flexible Right deal > speed Somewhat important Balanced Time-sensitive Hard deadline

What's prompting the sale? Relocation, retirement, downsizing, estate, life change, whatever's true. This stays between us.

Timeline to move out Separate from when we list. Helps me plan rent-back, concurrent close, or a comfortable cushion.

Are you also buying?

Yes, locally Yes, out of area No

Where are you moving to? If not local, I'll connect you with a vetted agent in that market at no cost to you.

Have you sold a home before?

Never This is my first Yes, in Washington Yes, outside Washington

When was your most recent sale? Approximate year is fine. Helps me calibrate what's familiar versus new since then.

04 · Condition & improvements

What story does the home tell?

Recent investments, deferred items, system ages, the honest picture lets me position the home properly and head off surprises on inspection day.

Overall condition

Move-in ready Show as-is Light touch-ups Paint, polish, declutter Needs prep Repairs / updates before listing

Recent improvements Roof, HVAC, kitchen, bath, floors, windows, septic, well, electrical, and approximate year if you remember.

Anything that needs attention It's better for me to know now than to discover it during inspection. This stays confidential and helps me protect your position.

Open to staging?

Yes, fully open Maybe, depends on plan No / staying through listing

Are you occupying the home now?

Owner-occupied Tenant-occupied Vacant

A quick walkthrough.

These three answers shape the story we tell buyers.

Why did you purchase this home?

What do you love about it?

What do you dislike?

Home systems.

Approximate ages and a quick note. Best guess is fine.

Roof Age, material, expected lifespan, any leaks past or present.

Septic Age, last inspected, last pumped, or N/A if on sewer.

Well Date last tested for potability/flow, or N/A if on public water.

High-speed internet

Solar / energy-efficient additions Panels, heat pumps, EV charger, insulation upgrades, leased vs owned.

Hot water heater Age and tank vs tankless.

Heating and cooling System type, age, A/C yes or no.

Fireplace How many, and type: wood, gas, or pellet.

When was the home last painted? Interior and exterior, separately if different.

Floors and carpet Age and surface types (hardwood, LVP, tile, carpet by area).

Irrigation / sprinkler system?

Yes No Partial / drip only

Security system?

None Yes, owned Yes, leased / monitored

Any fixtures you want to take with you? Antique chandelier, custom shelving, a specific appliance. Best handled in the listing agreement up front.

Easements other than utilities Shared driveway, access agreement, view easement, conservation, beach easement. How does it affect use?

05 · Your pets

Tell me about your pets.

They live here too. Knowing them helps me plan showings, prep the home, and protect both your pets and the buyer experience.

Do you have any pets?

No pets Yes, we have pets

06 · Pricing & vision

Where do you imagine landing?

Your thinking on price, prior valuations, and what a successful sale looks like to you. None of this is binding, it just helps me arrive prepared and honest.

Hoped-for price (low)

Hoped-for price (high)

Previous valuations Appraisals, refinance estimates, Zillow / Redfin estimates, prior CMAs, share what you have.

Working with me.

Your honest answers here shape how I show up and what I prioritize.

What are your goals, and how may I help you achieve them?

What is your expectation in using an agent to sell your home?

What's most important to you in the transaction process?

What are your biggest fears or concerns about selling?

A few financial details.

Confidential. Helps me think about net proceeds and any advantage your loan terms could carry for a buyer.

Mortgage or liens beyond property taxes?

No, free and clear Mortgage only Mortgage + other liens

Loan type, if you know it Conventional, FHA, VA, USDA, jumbo, HELOC, ARM, etc. If you have an assumable loan, a buyer may inherit your rate.

Nominal interest rate Best guess is fine. A sub-market rate may be assumable and become a strong marketing angle.

Other liens or encumbrances HELOC, solar lease, contractor lien, IRS lien, HOA assessment. Helps with clean title.

Current mortgage balance Optional, helps me think about net proceeds if you'd like.

Have you spoken with other agents? Total honesty here helps. No judgment, it just shapes how I show up.

How did you hear about me? Optional, but I love to thank the people who send wonderful clients my way.

Anything else I should know?

07 · 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?

Your information is private, it comes directly to my inbox at raymond.conners@theagencyre.com. I'll respond personally within one business day to set up our first conversation, at your pace.

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 schedule a private walk-through and listing conversation, at your pace, on your schedule.

Return home Read the listing approach

Tell me about the home you're ready to sell.