Free Real Estate Customer Profile Template
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
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Preferred Property Type: House
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Intended Use: Residential
Features and Amenities
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Desired Features: 3 bedrooms, large kitchen, backyard
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Must-Have Amenities: Gated community, two-car garage, proximity to schools
III. Financial Information
Budget and Financing
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Available Budget: $350,000
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Financing Preferences: Mortgage with 20% down payment
IV. Communication Preferences
Contact Methods
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Preferred Contact Method: Email
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Best Time to Contact: Afternoons (2 PM to 5 PM)
Information Receiving Preferences
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Preferred Language: English
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Frequency of Updates: Weekly
V. Additional Notes
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Client has a severe allergy to cats; properties must not have been previously occupied by cats.
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Previous home purchase fell through due to issues at closing; client is particularly keen on a smooth and transparent closing process this time.
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Client is looking for a quiet neighborhood as work from home is a requirement for their job.
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Preference for newer constructions only, due to a past experience with extensive and costly renovations in an older home.
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Family plans to adopt a large dog, so a pet-friendly environment and secure outdoor space are important.
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Interested in sustainable living; prefers homes with energy-efficient features like solar panels and smart home technology.
Document Information:
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Company: [YOUR COMPANY NAME]
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Prepared by: [YOUR NAME]
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Email: [YOUR COMPANY EMAIL]
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Address: [YOUR COMPANY ADDRESS]
