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Buyer Brief – Home Search Onboarding
A friendly pre‑meeting survey to help us understand your needs and save everyone time.
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Bottom Line Up Front (BLUF)
In 1–2 sentences, describe your ideal home.
Tip
Keep it short. This becomes the first line of your agent brief.
Financial Framework
Comfortable max budget ($)
Stretch (exceptional fit) ($)
Down payment ($)
Max monthly HOA ($)
Pre‑approval status
No
In Process
Yes
Lender & amount (optional)
We'll never share these details outside our agent team.
Location, Commute & Lifestyle
Target areas (towns, neighborhoods, ZIPs)
Max one‑way commute (min)
Preferred transit
Driving
Public Transit
Biking/Walking
No preference
Setting
Suburban
Urban
Rural
No preference
Walkability importance
3/5
School district factor?
No
Yes
Home Details
Property type
Single‑Family
Townhouse
Condo
Multi‑Family
Land / New Construction
Condition
Move‑in Ready
Minor Cosmetics OK
Fixer‑Upper
New Construction
Min bedrooms
Min bathrooms
Target square footage
Garage spaces
Key features
Home Office
Fenced Yard
Large Kitchen
First‑Floor Primary
Finished Basement
Hardwood Floors
Great Natural Light
Pool
Deck / Patio
Priorities & Deal‑Breakers
Must‑haves (top 3)
Nice‑to‑haves
Absolute deal‑breakers
Lifestyle & Long‑Term
Primary motivation
First‑time home purchase
Need more space
Downsizing
Relocating for work
Investment property
Other
How long will you stay?
1–4 years
5–10 years
10+ years / Forever
Describe a typical weekend
Other critical info (pets, accessibility, views, etc.)
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