Buyer
*
{person completing this Wish List}
First Name
Last Name
Email
*
Phone
(###)
###
####
What is the best way to contact you?
Are there days and times that work best to reach you?
Additional Buyer
If there is another person who will be buying the home with you please provide their contact details. If not, skip to the next question.
First Name
Last Name
If yes, pls include additional buyer email.
Additional buyer phone number.
(###)
###
####
Are there other parties who will be involved in making this home purchase decision?
Have you made offers to purchase a home in last 12 months but didn't get the home (eg. outbid, offer wasn't strong enough, multiple offers over asking price...)? If yes, please describe.
What is the address where you live now? Do you rent or own? Describe this home (what you like, don't like, do you walk to town...)
Who will be living in this new dream home we find together (e.g. 1 person, family of 5, friends or relatives who stay for extended visits, au pair)?
What towns are you looking to live in?
We will search daily for any homes that match your Wish List in these areas.
If you selected in last question that you are interested in possibly buying a home in another area in CA or the US, pls list those town, counties or states here.
How many bedrooms, bathrooms, and other ROOM requirements are needed?
How soon do you want to buy?
Do you want a single level home?
Yes
No
Maybe/Unsure
Other
Have you owned a home before?
Yes
No
Multiple Properties
Other
How much do you want to spend on a home? Please provide a range or max limit.
Will children be living in your home? If yes, please describe who, ages, and any specific needs.
Will pets be living in the home?
Do you only want to live in a newly built home (2020+) or an eco-friendly home?
What architectural styles do you love most?
If you need help visualizing them, scroll down on this web page to see a visual of many styles.
Describe your dream home and what are your main reasons for wanting to find it!
Tell me about how you want the home to feel? What spaces are needed for new passions, hobbies, entertaining etc. (can be indoor or outdoor)..
What is your lifestyle at home?
Please think about how you live in your home right now and what rooms you spend most of the time in.
Do you entertain a lot? If so, how large are the parties? Are they indoor, outdoor or both?
Are public schools a priority? If so, what grades?
Do you currently drive to work? How much time do you spend in the car? Is being close to San Francisco a priority?
Do you need a home office? If so, would you have clients come to the office? Would you need a separate entrance/exterior door?
Top 5 Wish List
Select your Top 5 Home Features Wish List. We know it's hard to pick 5 but try your best {ps. You can add more in the next question} :-)
Wishing for More?
What other home features are part of your wish list?
Deal Breakers
Please list the top 3 deal breakers (location, not walkable to downtown, noise, lack of natural light, number of stories in home, weather, school district, long work commute, etc.)
If you are purchasing with a Spouse/Partner, please have them list their wants/needs here if any are different, or are in addition, to those already listed.
Do you want all bedrooms on the same floor?
Yes
No
Doesn't really matter
Do you need a garage? If so, what for?
Do you want a pool? Is a pool a “non-starter”? Note: Pools cost about 10-15k to fill in, including permits.
Do you want a home with a hot tub and/or outdoor shower, spa?
Yes please! I am dreaming of it already.
No thanks
Hmmm maybe, sounds relaxing :-)
If home I purchase doesnt have one, I want your DIY guide to consider adding one!
Would you like a home with rentable ADU cottage on property?
Yes, sounds great for visiting family or to rent to a local teacher perhap.
No but thanks
Not a deal breaker but I'd like info to maybe add one
Do you want views? Water views? Mountain Views?
Do hillside homes scare you? Post and Pier foundations?
Yes
No
Unsure right now
Can you handle interior stairs? Exterior stairs?
Yes
No
Sometimes depending how many stairs
Unsure
Do you have visiting family that cannot handle stairs? If yes, who?
Do you want to walk to town? Why does this appeal to you?
Do you need to be close to a certain destination (hospital, firehouse, transportation)?
Is access to public transit important to you?
Not really.
Definitely! Especiall the ones selected below.
Biking
Ferry
Bus
Other
Is privacy important to you?
Yes
No
Depends
Unsure right now
Do you respond favorably to natural light? Are you affected by lack of natural light?
Do you mind fog, wind, or cooler climates?
Do you want or are you able to do any construction or light cosmetic work?
Explain any fears, concerns, hesitations you have around finding your dream home? What obstacles must we overcome together?
Have you been working with a lender? If so, are you pre-approved for a mortgage?
Will the purchase of your home be contingent upon the sale of your current home?
Is your family situation going to change within the next couple of years? If yes, pls describe.
Is your financial future secure?
Yes
No
Unsure
Will your job/place of employment change within 2 years?
Yes
No
Possibly
Not Sure
If we found your Dream Home today, are you ready and qualified financially to make the purchase?
Yes
No
If you answered No, please don't worry. We are here to proactively solve your needs. Please let us know what the concern or hesitation is so we can help.
Finally, and most importantly, what are your dreams and aspirations for the next chapter of your life?
Yes, this is a big question but keep it simple and honest. Answer quickly by typing what comes to your mind. Don't overthink it or edit your words. Your heart knows what new things you want to bring into your life (a new hobby, a new career, a new way of living...). Nothing should be perfect. Often a string of words that express a feeling or desire work great. Our team is amazing at helping clients clarify their aspirations and visualize where they can blossom in a new home. This helps clients decide if homes they consider genuinely align with their dreams or not}.
