Real Estate Customer Profile
This Customer Profile Template is meticulously prepared to gather and organize crucial information about clients for [YOUR COMPANY NAME], with the objective to better understand client needs, preferences, and budgets. This systematic compilation aids in making tailored property recommendations and delivering more effective service.
Prepared by [YOUR NAME], this document is a vital tool for enhancing interaction with clients, ensuring that all communications and offerings resonate well with their specific circumstances and demands.
I. Client Identification
Basic Information
Client Name: [CLIENT NAME]
Age Group: [AGE GROUP]
Occupation/Industry: [OCCUPATION/INDUSTRY]
Contact Details: [CLIENT PHONE NUMBER]
Address
Residential Address: [CLIENT ADDRESS]
Work Address: [CLIENT WORK ADDRESS]
II. Property Preferences
Type of Property
Features and Amenities
Desired Features: 3 bedrooms, large kitchen, backyard
Must-Have Amenities: Gated community, two-car garage, proximity to schools
III. Financial Information
Budget and Financing
IV. Communication Preferences
Contact Methods
Information Receiving Preferences
V. Additional Notes
Client has a severe allergy to cats; properties must not have been previously occupied by cats.
Previous home purchase fell through due to issues at closing; client is particularly keen on a smooth and transparent closing process this time.
Client is looking for a quiet neighborhood as work from home is a requirement for their job.
Preference for newer constructions only, due to a past experience with extensive and costly renovations in an older home.
Family plans to adopt a large dog, so a pet-friendly environment and secure outdoor space are important.
Interested in sustainable living; prefers homes with energy-efficient features like solar panels and smart home technology.
Document Information:
