CBR (08) Buyer Supplements 1

Intake Interview

Date:______Source ______

Client______

Current address______

City______State ___Zip ______

Email ______

Home ______Cell______

Work ______Fax ______

Current Employer ______since ______

Photo copy of ID

Client______

Current address______

City ______State ____Zip ______

Email ______

Home ______Cell______

Work ______Fax ______

Current Employer ______since ______

Photo copy of ID

CBR (08) Buyer Supplements 1

1. Are you currently working with another agent? ______If yes, with whom?

2. Are you currently under a buyers’ contract with any other agent? ______If yes, with whom?

3. Have you ever been convicted of a felony? ______If yes, please explain.

4. Do you understand that when you hire me as your buyers’ agent, I will be working for your best interests and provide you with exclusive services? ______

5. Have you been pre-qualified or pre approved through a lender? _____ If yes, with whom?

6. What is the time frame in which you are planning to purchase your home?

7. Are you currently in a rental/ lease situation? _____ If yes, until when?

8. What is your approximate purchasing price range? $______to $______

9. Do you have any money to use for a down payment / have money in reserves? _____ If yes, how much?

10. What type of home are you looking for?

10. Where are you thinking about locating?

12. What is most important to you in a home?

13. Would you consider living in a home

o on a busy street?

o near commercial property?

o near rental units?

o where a known child molester lived?

o in which a death took place?

14. Do you have any other special considerations that I should consider when looking for properties?

15. Is there anything at this time you would like to disclose to me as your agent?

______

Signature Date Signature Date

______

Agent Date Other

Buyer Preference Form

Phyllis Cook, ABR, Knight Real Estate, Inc
2605 Allison Avenue, Manhattan, KS 66502
(785) 539-5394 ofc, (785) 565-0142 fax, (785) 375-3603 cell

Date______How did you hear about me?______

Name(s)______

Mailing address______

Home phone______Cell phone______

Email address______

Do you want email notification? Yes No (circle one)

Please contact me by phone. Yes No (circle one) Please contact me by cell. Yes No (Circle one)

Will this purchase be for investment property or single family home?______

How soon do you plan to purchase? Immediately 2-3 months 4-6 months > 6 months (circle one)

Do you currently rent or own?______

If you currently own, will it be necessary to sell your home before you purchase? Yes No (circle one)

Do you have a pre-approval or pre-qualification letter from your lender? Yes No (circle one)

If yes, what is the name and address of the bank.______

Will this be a Conventional, FHA, VA, or Cash purchase?______

What price range are you seeking to buy? $______to $______

Do you want new construction, newer or older home?______If newer or older, how old?______

What style of home do you prefer? Ranch Bi-level Split level 2-story other (circle one)

Do you want a basement? Yes No (circle one) Full, partial, finished or unfinished?______

How much total living square footage will you need?______

How many bedrooms______How many bathrooms ______How many car stalls ______

Do you prefer an inner city, suburban or rural location? ______

Will you need acreage? Yes No (circle one) If yes, how much.______

What county do you prefer to live in? Riley Pottawatomie Geary Other (circle one)

How many miles do you want to commute to work? ______

If you have children, are they in school? Yes No (circle one)

Will you commit to working only with me? Yes No (circle one)

What do you do for your buyers?

Read through the list. Delete any item that you do not do and rewrite as necessary.

CBR (08) Buyer Supplements 1

1) Counsel new buyers

2) Explain the pros and cons of various loan types

3) Negotiate initial offer

4) Deliver Earnest money

5) Present buyer homes specific to your needs

1) Complete all necessary paperwork for your new home

2) Negotiate additional changes in agreement after home inspections

3) Help buyers understand sellers property disclosures

4) Save Buyers time by identifying buyers specific needs first

5) Save buyers money by identifying similar recent sale prices

6) I make a point of knowing the community and help discuss area features

7) I provide information regarding what the community has to offer

8) Keep abreast of current loan rates available and discount points if applicable

9) Educate buyer on current loan options

10) I know the features of most of the loan types

11) I know the requirements that must be meet to comply with loan programs

12) I help the buyer work through any financial problems to achieve their loan

13) I educate the buyer regarding home pricing trends

14) I provide “fixer upper” counseling

15) I refer the buyer to educational centers’ information

16) I provide professional referrals of all sorts

17) I identify first time home buyer’s programs

18) I interview for specific needs for your new home

19) Help with the selection of ideal properties, including For Sale By Owners

20) Help with the deletion of homes the won’t work for you

21) Explain the importance of lead base paint inspections

22) I have built relationships with many types of home inspectors

23) I keep a list of all types of inspectors for your convenience

24) I can provide you with current utility usage

25) I help ensure utilities used by the previous owner are paid prior to closing

26) I accompany you and the inspector to inspections

27) I can do Comparative Market analysis so can see what others have paid for properties similar to the one you are writing an offer on

28) Conduct final walk through with buyers

29) Attend closings

30) I return calls

31) Provide market updates on a weekly basis.

32) I attend community meetings regarding local issues and items of interest to residents.

33) Identify price reductions and/or improvements made on homes we may have previewed.

34) I complete a professional analysis of the home prior to initial offer

35) I follow the closing process ensuring time frames.

36) I follow up with my buyers after closing to ensure there aren’t any items of concern.

37) I explain agency choices

38) I answer all buyer’s questions

39) I guide the buyer to sources that provide crime information and sex offender lists

40) I provide access to aerial views of the buyer’s potential home

41) I provide source for academic statistics to buyer

42) I discuss any limitations that may arise during dual agency

43) I refer buyers to a competent agent if relocating

44) I explain the benefits of using a Buyer’s Representative

45) I follow all lawful instructions of the buyer

46) I reveal all known adverse facts which could affect the Buyer’s interest in the transaction

47) I protect all privileged information through and after the transaction

48) I protect all personal property and money received on the Buyer’s behalf

49) I protect the buyer from foreseeable harm

50) I exercise skill and competence in promoting the best interest of the Buyer

51) I define the Buyer’s responsibilities

52) I explain Fair Housing Laws

53) I advise Buyers on Resale potential

54) I display good faith and honesty

55) I put the Buyer’s interests above everyone’s, including my own

56) I fulfill all obligations within the limitations of the law.

57) I identify Buyer’s concerns

58) I help the Buyer remedy these concerns

59) I identify current listings that compete with Buyer’s home of interest

60) I identify what other Buyer’s have not been willing to pay for like properties

61) I explain all costs involved with Home Ownership

62) I help the buyer gain knowledge about the neighborhood from a current resident

63) I help the buyer understand the List Price to Sell Price ratio

64) I help the buyer understand the importance of Home Warranties

65) I help buyers determine their realistic resources to meet their monthly payment, regardless of the amount they are approved to

66) I help obtain home owner’s insurance

67) I explain the fee structure

68) I provide the resource for Buyer’s to obtain their credit score

69) I help Buyers understand their credit score

70) I educate Buyers on methods to improve their credit score

71) I help Buyers prevent predatory lending

72) I help the Buyer understand closing costs

73) I educate the Buyer regarding other purchases during the buying process

CBR (08) Buyer Supplements 1

Buyer’s Cost Sheet

Property Address: ______

Sale Price: ______Down Payment: ______Taxes: ______

Loan Items / Prepaid & Escrow Items
Credit Report ...... : / : / ______/ Hazard Insurance
Appraisal Fee ...... : / : / ______/ First year premium ...... : / ______
Survey ...... : / : / ______/ Escrow ____ months ...... : / ______
Origination Points ...... : / : / ______/ Property Taxes
Discount Points ...... : / : / ______/ Escrow ____ months ...... : / ______
MIP, PMI, Funding Fee . . . . . : / : / ______/ Mortgage Insurance
Notary Fees ...... : / : / ______/ First year premium ...... : / ______
Misc., Other ...... : / : / ______/ Escrow ____ months ...... : / ______
Homeowner Assn.
Property Items / Dues (prorate) ...... : / ______
Home Inspection ...... : / : / ______/ Interim Interest
Wood Infestation Report . . . . : / : / ______/ ___ Days @ $______/day / ______
Homeowner's Warranty . . . . . : / : / ______/ ––––––––––––––––––––––––––––––––––––
Title Ins. & Endorsements . . . : / : / ______/ Subtotal : / ______
Misc., Other ...... : / : / ______
Closing Items / Total Closing Costs (Estim.)
Attorney Fee ...... : / : / ______/ Down Payment ...... : + / ______
Transfer Tax ...... : / : / ______/ Non-Recurring Costs . . . . . : + / ______
Escrow Balance Purchase . . : / : / ______/ Prepaid & Escrow Items . . : + / ______
Recording: Deed & Mortgage : / : / ______/ Earnest Money ...... : – / ______
Tax Adjustment ...... : / : / ______/ Prorated Taxes ...... : – / ______
Misc., Other ...... : / : / ______/ Items Paid Outside Closing : – / ______
Total Non-Recurring Costs / ______/ Approx. Due at Closing

I certify that I have received a copy of this form and ______

an executed copy of the Agreement of Sale ______

(Date) ______