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SoFL Home Buyer Readiness Questionnaire

Let's Prepare for Your Homeownership Journey

Thank you for your interest in purchasing a home in South Florida! This questionnaire helps me understand your goals, answer your questions, and prepare for a productive consultation. Whether you're ready to buy soon or just getting started, this is a judgment-free space.

Section 1: Your Homebuying Goals

1. What best describes your homebuyer situation?

A
B
C
D
E

2. Where would you like to purchase a home?

A
B
C
D
E
F

3. When would you ideally like to purchase?

A
B
C
D
E

4. What kind of property interest you?

5. What is your estimated purchase budget?

A
B
C
D
E
F

Section 2: Financing & Mortgage Readiness

6. How do you plan to purchase your home?

A
B
C
D

7. Have you spoken with a mortgage lender or loan officer?

A
B
C
D

8. Do you have an estimate of your current credit score?

A
B
C
D
E
F
G
H

9. How would you describe your current employment or income situation?

10. How long have you had your current primary income source?

A
B
C
D
E
F

11. Do you anticipate needing assistance with your down payment or closing costs?

Section 3: Down Payment & Savings

12. Approximately how much have you set aside for your home purchase?

A
B
C
D
E
F

13. Where do you expect your down payment to come from?

14. Have you considered additional homebuying expenses beyond the down payment?

A
B
C

15. What monthly housing payment would feel comfortable to you?

A
B
C
D
E

Section 4: Preparation & Potential Obstacles

16. Which of the following best describes your biggest concern about buying a home?

If you answered other concerns, please tell me more.

17. Are there any circumstances you would like to discuss with a mortgage professional?

18. Have you taken any steps towards buying a home?

Section 5: Consultation Preparation

19. What would you most like help with during our consultation?

20. What is your First and Last Name

21. What is your Email Address?

22. What is your preferred phone number?

How would you prefer to be contacted

A
B
C
D

Is there any thing else you'd like me to know before our consultation?

Thank you for sharing your goals! Your answers will help me prepare for our conversation and identify useful next steps. Mortgage eligibility, credit requirements, assistance programs, and loan terms must be confirmed with an appropriately qualified mortgage professional.