Seller Survey

Getting ready for our meeting

Thanks for considering our team to sell your home. A few quick questions so we walk in prepared, with a plan built around your home and your goals. Takes about 3 minutes. Skip anything you are not sure about.

Step 1

You and your home

Your name

Best phone (optional)

Property address

Best email

Step 2

About the home

We can pull the tax records, but they are often wrong. If you know these, great. If not, no worries, we will verify.

Bedrooms

Bathrooms

Square footage

Lot size

Step 3

Upgrades and features

What upgrades or improvements have you made?

Do you have a pool or spa?

Do you have a view?

What is directly behind your home?

Anything else that makes your home stand out?

Step 4

Your experience and what matters to you

Have you sold a home before?

How was your experience with your last agent? What did you like, and what do you wish had been different?

What is most important to you in the agent you hire?

Any concerns going into this?

Step 5

The numbers and your plans

These help us understand your options and give you clear advice. Ballpark is fine, and it stays private.

What do you feel your home is worth?

Roughly how much do you still owe on your mortgage?

Any timeline or plans after you sell?

Would you need to stay in the home a while after closing (a rent-back)?

Goes straight to your agent. It stays private.

Thank you

This gives our team a real head start. We will come to our meeting with a plan built around your home and your goals.