Exclusive by Design — A Strategic, Pressure-Free Real Estate Experience

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 — let’s start with the basics.

First Name*

Last Name*

Are you currently working with an agent?*

This helps us respect any relationship you already have.

Your Private Showing

View the property

Which home would you like to see?*

Preferred Tour Date*

Preferred Time Window*

Are you currently working with a real estate agent?*

This helps us respect any relationship you already have.

Already represented?

Perfect. Please contact your agent directly to coordinate the showing.

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

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 sole owner 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*

How Can We Reach You?

First Name*

Last Name*

Best Phone Number*

Preferred Email Address*

Best Time to Reach You*

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 worked in this field?*

Have you filed taxes for the last 2 years?

Rental & Housing History

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

Have you had any broken leases in the past?*

If yes, can you share a few details?

Your Financial & Employment Situation

Employment Status

How Long at Your Current Job or 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 payment similar to or lower than renting, would you like to learn more?

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

Property Details & Financials

Property Condition

Any major upgrades or renovations in the last 5 years?

Key features or selling points of your home

Is the property currently listed with another real estate agent?

Financial Information

Do you currently have a mortgage on this property?*

Are you aware of any liens or judgments against the property?

Your Selling Goals

Why are you looking to sell?*

Desired Sale Timeline*

Are you also looking to purchase another property after selling?

What is your desired sale price (optional)?

Is there anything else we should know about your property or your selling situation?

A Little About Your Plans

How do you plan to purchase the home?*

Would you like to see other homes while you’re out?

Additional Notes / Questions

We’ll contact you to confirm your showing appointment.

How to Connect — we value your time, so tell us when and how to reach out without the back-and-forth.

Best Time to Reach You*

Best Phone Number*

Preferred Email Address*

I accept the terms and conditions.

Your email address will never be sold or shared — we’ll only use it to follow up with you.

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