Seller Intake Form

Name*

Last name*

Email*

Phone*

Are there any other direct or indirect decision makers involved?*

Address*

City*

State*

Zip*

Do you have tenants? What is the monthly rent and how many units?

How many bedrooms?*

Is there a bedroom on the first floor?*

Yes, the primary suite is on the first floor

Yes, the house is one story.

Yes, there is a bedroom that is not the primary suite.

No, but there is an office/flex space.

No bedrooms on the first floor.

How many FULL baths?*

How many HALF baths?*

Garage?*

Age of oldest HVAC unit*

Water heater age?*

Roof age?*

Do you have a pool?

Waterfront? Deep water? Marsh views? Creek?*

Number of stories?*

Type of property?

Have you done any updating on the property since purchasing?*

If you were going to stay another 5 years, what would you update?

Is there work you want to do on the property before listing it?

Is there anything you do NOT want to convey with the property?*

Exterior Features *

Fenced in Yard

Fountains

Hot tub

Hurricane Shutters

Impact Winows

Pool

Screened in Patio

Sprinklers

Shed

Other

Interior Features *

At least one bedroom on first floor

Custom Closets

Designer appliances or finishes

Double vanities in Master

Additional unit or Guesthouse

Elevator

Secondary or Dual Master

Island in Kitchen

Walk-in Closets

Heated floors

Other

Does the buyer need a mailbox key?*

Yes, I will provide it to the buyer at closing.

Yes, but I need to retrieve a new key.

No, not applicable.

Is there a mailbox number the buyer will need?

Have you updated any of the plumbing or electrical in the house?*

Have you ever had an insurance claim?*

Are there any liens that you are aware of?*

Are there any violations from the city or association that need to be addressed?*

Do you have any warranties on your home that will transfer to the buyers?*

How did you find me?

Do you need the cash out of this property to purchase another?*

After you sell, where will you go?*

Ideally, when would you like to sell and have your check in hand?*

Do you have any concerns about the process that you’d like us to address?

What is your showing availability like?

Do any of the following apply to this transaction?*

This is a Divorce sale

This is a probate sale

We are in pre-foreclosure

Nope, just moving :)

How much are you hoping to get for your property?

If you have a mortgage, how much do you owe?

Are you current on your mortgage?

Do you have a HOA?*

Yes

No

What type of HOA?

N/A

Homeowner's Association

Condo Regime

Co-op

Association amount?

Association Frequency?

Monthly

Semi Annually

Yearly

Quarterly

What is included in your association fee?

Name of Association/Management Company?

Are there any rental restrictions?

Are there any parking restrictions?

Are there any pet restrictions?

Are there any security measures in place?

Keycard/Code Access

Manned gated community

Security drives around

Security at front desk (condo)

Explain Any Restrictions Here:

Is this a 55+ community?

Are there any assessments you are aware of?

yes

no

If there is an assessment, please explain the terms and what it's for:

Does the buyer need keys/decals to access community amenities?

Yes, I will provide them at closing.

Yes, I have some access keys but they will need to get additional access from the association (gate decals, etc.)

Yes, I do NOT have them to provide at closing.

No, N/A

What is important to you about the agent that you decide to hire for the sale of your property?

Having a sign in front of your property can help get more inquiries and showings for your property. Are you open to having a “For Sale” sign in front?

Yes, let's get tons of calls.

No, I don't want a sign.

My HOA doesn't allow it.

Are you comfortable with having an open house launch event?

Yes, I'm open to it and would like to have it marketed publicly.

No, I'm not comfortable with that.

How would you like showings to go?

Limit to a few hours each week based on a set schedule.

Put it on a timed Sentra-key lockbox so only licensed agents can show during designated times

We will need to coordinate with the tenant.

I'm Flexible!

When do you want the property to hit the market?

Are you interviewing other agents? If so, who?*

Do you need to sell this property before buying another?*

Is there anything else that you would like us to know before our meeting?*

Seller Intake Form

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