Form cover
Page 1 of 1

Danley Homes – Custom Home Build Client Onboarding Questionnaire

1. Client Information


Full Name

Primary contact number:

Email address

Preferred method of communication (select all that apply)

Preferred method of communication (select all that apply)

Occupation(s)

Who will be the primary decision-maker for the project?

2. General Project Overview

Desired location(s) or lot already owned?

Lot address or coordinates (if owned):

Is the lot ready to build? (Cleared, utilities available, surveyed?):

Target move-in date:

Reason for building a custom home:

Have you worked with a builder before?

3. Budget & Financing

Estimated total project budget:

Does this include land costs? 

Does this include land costs? 
A
B

Would the project be paid in cash or with financing?

Would the project be paid in cash or with financing?

If financing, what type of loan product are you considering? (e.g. 203k, FHA construction loan, conventional construction loan, etc.):

Contingency reserve percentage client is comfortable with:

4. Size & Layout


Desired square footage (heated/cooled):

Number of stories:

Basement, crawl space, or slab foundation?

Number of bedrooms:

Number of bathrooms:

Desired ceiling height for main level:

Desired ceiling height for main level:
A
B
C
D

Desired ceiling height for second level:

Desired ceiling height for second level:
A
B
C
D

Office or flex space desired?

Office or flex space desired?
A
B

Garage preference:

Garage preference:
A
B
C

Outdoor living spaces desired (porch, patio, deck, pool, kitchen, etc.):

5. Architectural Design & Style


Preferred architectural style (e.g. modern, farmhouse, traditional):

Any inspiration photos, websites, or Pinterest boards to share?

Existing house plans or starting from scratch?

Are you working with an architect or designer?

HOA or neighborhood design restrictions?

Desired rooflines or special elevations?

Desired window styles and sizes:

6. Exterior Finishes


What type of exterior siding do you prefer? (Select all that apply)

What type of exterior siding do you prefer? (Select all that apply)

What type of roofing material do you prefer?

Any preferred colors or styles for exterior siding or roofing?

Gutter style:

Exterior door and window styles (e.g. traditional, contemporary):

Garage doors – preferred style or material:

Driveway material preference:

Landscaping ideas or requirements:

Fencing desired?

Fencing desired?
A
B
C

7. Interior Finishes & Features


Kitchen

Preferred kitchen layout:

Preferred kitchen layout:
A
B

Would you like a vent hood above the stove?

Would you like a vent hood above the stove?
A
B

Would you prefer a microwave drawer built into cabinetry?

Would you prefer a microwave drawer built into cabinetry?
A
B

Type of cabinetry:

Type of cabinetry:
A
B
C

Cabinet style (e.g. Shaker, flat panel):

Countertop material preferences (e.g. granite, quartz, marble):

Length of Island(s) as in LF:

Would you like a waterfall island countertop design?

Would you like a waterfall island countertop design?
A
B

If yes, would you like the waterfall “leg” on:

If yes, would you like the waterfall “leg” on:
A
B

Number of sinks and locations:

Walk-in pantry desired?

Walk-in pantry desired?
A
B

Wine fridge or bar area?

Wine fridge or bar area?
A
B

Preferred kitchen appliance brands or finishes (e.g. stainless steel, integrated):

Range hood style preference:

Bathrooms


Spa-like primary bathroom desired?

Spa-like primary bathroom desired?
A
B

Free-standing tub or built-in?

Free-standing tub or built-in?
A
B

Shower finishes preferred:

Shower finishes preferred:

Frameless glass shower enclosure in primary bath?

Frameless glass shower enclosure in primary bath?
A
B

Framed glass showers in secondary baths?

Framed glass showers in secondary baths?
A
B

Vanity preferences:

Vanity preferences:
A
B

Type of vanity tops preferred (e.g. marble, quartz):

Style of bathroom fixtures (modern, traditional, etc.):

Tile preferences (e.g. porcelain, ceramic):

Number of sinks per bathroom:

Living Spaces


Open-concept vs. defined spaces:

Open-concept vs. defined spaces:
A
B

Fireplace preference:

Fireplace preference:
A
B
C
D

Media or theater room desired?

Media or theater room desired?
A
B

Built-in shelving or custom millwork desired?

Built-in shelving or custom millwork desired?
A
B

Smart home features or home automation desired?

Smart home features or home automation desired?
A
B

Bedrooms


Master bedroom on main level?

Master bedroom on main level?
A
B

Guest suites desired?

Guest suites desired?
A
B

Walk-in closets in all bedrooms?

Walk-in closets in all bedrooms?
A
B

Closet systems vs. wire shelving?

Laundry & Mudroom

Laundry room location:

Laundry room location:
A
B

Utility sink desired?

Utility sink desired?
A
B

Cubbies or lockers in mudroom?

Cubbies or lockers in mudroom?
A
B

Flooring & Surfaces

Preferred flooring on main level

Preferred flooring on main level

Preferred flooring on upper level

Preferred flooring on upper level

Any specific colors or patterns for flooring?

Any special flooring inlays or designs desired?

Staircase preferences:

Doors & Windows


Interior door construction preference:

Interior door construction preference:
A
B

Interior door style preference:

Interior door style preference:
A
B
C
D

Would you like barn doors included?

Would you like barn doors included?
A
B

Would you like pocket doors in space-saving areas?

Would you like pocket doors in space-saving areas?
A
B

Preferred exterior door and window finishes (e.g. painted, wood stain):

Walls & Paint Finishes


Preferred paint finish for interior walls:

Preferred paint finish for interior walls:
A
B
C
D
E

Preferred paint finish for trim and moldings:

Preferred paint finish for trim and moldings:
A
B
C
D

Any preferences for wall finishes (e.g. paint, wallpaper, wainscoting)?

Accent walls or features desired?

Lighting


Preferred lighting fixture types (e.g. recessed, pendant, chandeliers):

Any specific areas where you’d like additional or specialty lighting?

8. Mechanical & Systems


HVAC system preferences (e.g. standard, high-efficiency, zoned systems):

Water heater type (tankless, traditional):

Smart thermostat or climate control system desired?

Smart thermostat or climate control system desired?
A
B

Home automation system desired?

Home automation system desired?
A
B

Generator or backup power system desired?

Generator or backup power system desired?
A
B

Solar panels or pre-wiring desired?

Solar panels or pre-wiring desired?
A
B

Would you like your home wired for an electric vehicle (EV) charger?

Would you like your home wired for an electric vehicle (EV) charger?
A
B

9. Insulation Preferences


What type of insulation do you prefer for your home?

What type of insulation do you prefer for your home?
A
B
C
D
E

Would you prefer different insulation types for the attic vs. exterior walls?

Would you prefer different insulation types for the attic vs. exterior walls?
A
B

10. Permits, Codes & HOA


Jurisdictions requiring design review or preservation?

Any known need for rezoning or special permits?

Is there an HOA?

Is there an HOA?
A
B

HOA architectural guidelines:

Specific landscaping or mailbox requirements from HOA?

11. Communication & Decision Making

How involved do you want to be in the build process?

How involved do you want to be in the build process?
A
B
C

Would you prefer:

Would you prefer:
A
B
C

Preferred communication format for updates:

Preferred communication format for updates:
A
B
C
D

Do you have a designer, or would you like a referral?

12. Priorities & Dealbreakers


Top 5 non-negotiables for this build:

Materials or styles to avoid:

Lifestyle or health considerations to be aware of:

13. Timeline Expectations


Expected length of design phase:

Desired construction start date:

14. Legal & Logistics


Formal construction agreement required?

Formal construction agreement required?
A
B

Need full design/build contract or construction-only contract?

Who will handle permitting?

Do you have a surveyor or other consultants already engaged?

15. Additional Comments & Notes


Any additional preferences or requirements not covered above?

Any special accessibility needs or considerations?

Anything else you’d like to add to help us better understand your vision?