First-Time Homebuyer Intake | Top Flight Properties II

Step 01

Let’s get to know you.

Start with your basic contact information and tell us who will be part of the purchase.

First name *

Last name *

Preferred name (optional)

Email address *

Phone number *

Best time to contact

Current street address

City

State / ZIP

Co-buyer or spouse (if applicable)

Full name

Relationship

Email

Phone

Your occupation

Your employer

Years employed

Household size

Step 02

Let’s understand your buying power.

These answers help shape realistic search parameters. This is not a mortgage application.

Financing Cash purchase Not sure yet

Are you pre-approved?

Would you like a lender referral?

Lender / loan officer

Lender contact

Target purchase price — minimum

Target purchase price — maximum

Available down payment

Preferred maximum monthly payment

Estimated credit score range

Potential loan type

Quick monthly payment estimate

Planning estimate only; actual payment depends on rate, taxes, insurance, HOA, mortgage insurance, and lender terms.

Interest rate (%)

Loan term

Est. taxes, insurance & HOA / month

$0 / month

Step 03

Build your home wish list.

Choose the property types and basics that fit your plans.

Minimum bedrooms

Minimum bathrooms

Minimum square footage

Garage spaces

Stories

Preferred age of home

Property types you would consider

Paste links to homes you already like (Zillow, Realtor.com, Redfin, builder pages, etc.)

What caught your attention about those homes?

Step 04

Where should we focus?

Share your preferred locations, commute needs, and areas you want to avoid.

Preferred cities, ZIP codes, neighborhoods, or communities

Areas you do not want to consider

Primary work or commute destination

Maximum commute

School, daycare, transportation, family, or location considerations

Step 05

Tell us how you live.

The right home should support your routines, priorities, and future plans.

Rank what matters most

1 means low priority; 10 means essential.

Kitchen5

Backyard5

Commute5

Neighborhood5

Garage5

Pool5

Home office5

Investment potential5

Your non-negotiable must-haves

Nice-to-have features

Deal breakers

Step 06

Let’s align on timing.

Tell us where you are today and how quickly you hope to move.

Is this your first home purchase?

How will the property be used?

Desired purchase timeline

Primary reason for buying

Current housing situation

Current monthly housing payment

Lease expiration

Do you need to sell a home first?

Are you working with another agent?

Have you signed a buyer representation agreement?

Step 07

Share the details that make your search unique.

These final questions give Kim a fuller picture before your consultation.

Describe your ideal home in your own words.

What is the one thing you most want from your next home?

Pets, hobbies, accessibility needs, future plans, or special circumstances

How did you hear about Top Flight Properties II?

Preferred communication method

Privacy and compliance notice.
This questionnaire is for preliminary real estate consultation and home-search planning. It is not a mortgage application, purchase agreement, buyer representation agreement, brokerage relationship disclosure, or guarantee of financing or property availability. Do not submit Social Security numbers, bank account numbers, passwords, photo identification, or complete loan documents through this form. Any required brokerage relationship disclosure, representation agreement, compensation disclosure, or transaction document should be provided separately at the appropriate stage.

Typed signature *

Date *

Step 08

Review and submit.

Take one last look. You can go back to make changes before submitting.

By submitting, you are sending this questionnaire securely through Netlify Forms. Kim can configure email notifications in the Netlify dashboard under Forms.

First-Time Homebuyer Intake Experience

Let’s get to know you.

Co-buyer or spouse (if applicable)

Let’s understand your buying power.

Build your home wish list.

Where should we focus?

Tell us how you live.

Rank what matters most

Let’s align on timing.

Share the details that make your search unique.

Review and submit.