Client Profile Questionnaire Client Profile Questionnaire Client Information Full Name: Date of Birth: Occupation: Phone: Email: Address: Preferred Method of Contact: Phone Email Current Living Situation Current Address: Type of Residence (Own/Rent): Own Rent How long have you lived there? Reasons for Moving: Property Preferences Desired Location/Area: Type of Property: House Condo Townhouse Other Preferred Architectural Style: Number of Bedrooms: Number of Bathrooms: Additional Rooms/Features Desired: Preferred Square Footage: Desired Lot Size: Is a Garage/Carport Required? Yes No Outdoor Space Preferences: Financial Information Estimated Budget Range: Financing Status: Pre-approved Cash Buyer Other Mortgage Pre-approval Amount: Down Payment Capability: Monthly Payment Comfort Level: Are you working with a financial advisor/mortgage broker? Yes No Timeline and Preferences Desired Move-in Date: Specific Deadlines or Time Constraints: Flexibility in the Timeline: Additional Preferences Specific Schools, Amenities, or Community Features: Specific Dislikes or Deal-breakers: Importance of Commute, Public Transport, and Neighborhood Safety: Miscellaneous Have you bought/sold property before? Describe your experience: How did you hear about us? Additional Comments or Information: