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