Free Real Estate Client Information Sheet Template
Real Estate Client Information Sheet
[YOUR COMPANY NAME]
A. Personal Information
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Full Name: |
Rocky Orn |
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Contact Number: |
222 555 7777 |
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Email Address: |
rocky@you.mail |
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Address: |
Houston, TX 77001 |
B. Property Preferences
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Property Type: Single-family home
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Location: Houston, TX 77001
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Budget Range: $350,000 - $450,000
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Number of Bedrooms: 4
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Additional Features:
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Spacious backyard
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Open floor plan
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Home office space
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Energy-efficient appliances
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Two-car garage
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C. Current Situation
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Current Residence: |
Renting a two-bedroom apartment in Houston, TX 77001 |
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Reason for Purchase: |
Expanding family and desire for more space and a quieter environment |
D. Financing Information
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Mortgage Pre-Approval: |
Yes, pre-approved for $400,000 |
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Preferred Lender: |
Sky Bank |
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Down Payment Amount: |
$80,000 |
E. Additional Notes
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Interested in properties with proximity to parks and walking trails.
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Flexible on the move-in date but prefers within the next six months.
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Open to light renovation work but not major structural changes.
