Exclusive by Design — A Strategic Real Estate Experience, Never Pressured

We don’t do guesswork or one-size-fits-all advice. If you value clarity, preparation, and a real plan—now or in the future—share your goals and we’ll build a strategic roadmap that respects your time and protects your best interests.

Step 1 of 4

First Things First

First Things First — who do we have the pleasure of connecting with?

First Name*

Last Name*

Are you currently working with an agent?*

This helps us respect any existing relationship you may already have.

Are you looking to...*

Next, we’ll walk through a few focused questions so we can match you with the right strategy.

Your Home Search

What type of home fits your vision?

Area of Interest*

Minimum Bedrooms*

Minimum Bathrooms*

Ideal move-in timeframe*

Will you be buying just for yourself, or with someone else?

Your Rental Search Basics

Move-in Timeframe*

Target Monthly Rent Budget*

Area(s) of Interest

Preferred Home Type(s)

Minimum Bedrooms

Minimum Bathrooms

Any pets?*

How many pets?

Approximately how much do you have saved for a move (first month's rent, security deposit, etc.)?

First Things First

Are you the only owner/seller of this property?*

Please briefly explain (e.g., co-owner, trust):

About Your Property

Property Address

Property Type*

Number of Bedrooms

Number of Bathrooms

Approximate Square Footage

Year Built

Current Occupancy*

Request a Private Tour of This Home

Preferred Tour Date

Preferred Time Window

Are you currently working with a realtor?

Are you pre-approved for a mortgage?

A few more details so we can give you the best guidance possible.

Let’s Talk Numbers

What monthly payment fits your budget?*

How much do you have set aside for down payment and closing costs?*

Are you interested in any specific loan types or financing options?

What’s your current credit score range?*

What’s your gross monthly income (before taxes)?*

What’s your current employment status?*

How long have you been in this role or line of work?*

How many years of filed income tax returns do you have?

Rental & Housing History

Have you had verifiable rental or homeownership in the last 2 years?*

Any broken leases in your past?*

If yes, can you share a little bit of details?

Your Financial & Employment Situation

Employment Status

Employment Duration (Current Job/Primary Income Source)

Gross Monthly Income (Before Taxes)*

Have you filed taxes in the last two years?*

Do you have verifiable rental or homeownership history in the past 2 years?*

Did You Know You Might Be Able to Buy for Less Than Renting?

If you could buy a home with little to no money down and a monthly payment comparable to or even lower than renting, would you be interested in learning more?

If you selected 'Yes' or 'Maybe' above, what is your approximate credit score range?