Buyer Intake Form | Comfort Living @ eXp Realty

Step 1 of 6: Let’s Get to Know You

We’d love to learn a little about you so we can serve you better.

First Name

Last Name

Phone

Email

Date of birth (YYYY-MM-DD)

Occupation

Will there be a co-buyer involved in this purchase?

First Name (Co-Buyer)

Last Name (Co-Buyer)

Phone (Co-Buyer)

Email (Co-Buyer)

Date of birth (YYYY-MM-DD) (Co-Buyer)

Occupation (Co-Buyer)

Are there any other indirect decision makers involved in your purchase?

Step 2 of 6: Where Are You Living Now?

This helps us understand your current situation and how best to assist with your move.

Address

City

Province/State

Postal/Zip Code

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Step 3 of 6: Your Home Search Goals

Let’s talk about your timeline, living situation, and what’s motivating your next move.

What is the main reason you are interested in finding a new home?

Is this your first home purchase?

What is your current living situation?

What’s your ideal timeline for buying a home?

Ideally, when would you like to move in to your new home?

Do you have any questions/concerns about the home buying process?

What days/times are you generally available for property showings?

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Step 4 of 6: Let’s Talk Budget

Understanding your financial readiness helps us focus on homes that are a perfect fit.

Price Range test

What’s your ideal price range for a home?

What is your purchase method?

How much would you like to put down?

Are you currently pre-approved for a mortgage?

Has your lender provided a detailed cost breakdown (cash to close)?

If yes, please upload it here. (This will allow our time together more productive and efficient.)

Choose File

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Step 5 of 6: Your Dream Home Details

Tell us what kind of home you're looking for — your must-haves, preferences, and wishlist.

How many bedrooms do you need?

How many bathrooms do you need?

How important is a garage?

Do you have a preference for the number of stories in your home?

What type of property are you interested in?

Are there any specific features that are important to you?

How comfortable are you with doing work on the property?

Are there any specific neighborhoods, cities, or schools that you're focused on? ( Example: Scarborough, Markham, Richmond Hill, specific school zones)

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Step 6 of 6: What Matters Most to You?

This is where we dig into what you can’t live without — and what you absolutely want to avoid.

What are your must-haves?

What are your nice-to-haves?

What are your dealbreakers?

Is there anything else we should know about your new home preferences?

How did you find us? Did someone refer you to us?

Are you currently under contract with another real estate agent?

Thanks for sharing. If you're currently under contract with another agent, we may not be able to assist you until your agreement has ended. That said, we'd be happy to stay in touch in case things change. Please share what kind of agreement you have and when it expires.

If you feel confident after our consultation that we’re the right fit to help you buy your new home, would you be willing to sign a Buyer Representation Agreement with us?

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Start Your Home Buying Journey

Step 1 of 6: Let’s Get to Know You

Step 2 of 6: Where Are You Living Now?

Step 3 of 6: Your Home Search Goals

Step 4 of 6: Let’s Talk Budget

Step 5 of 6: Your Dream Home Details

Step 6 of 6: What Matters Most to You?