CBR (08) Buyer Supplements 1

Intake Interview

Date:______Source ______

Client______Client______

Current address______Current address______

City______State ___Zip ______City ______State ____Zip ______

Email ______Email ______

Home ______Cell______Home ______Cell______

Work ______Fax ______Work ______Fax ______

Current Employer ______Current Employer ______since ______since ______

Photo copy of ID Photo copy of ID

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

on a busy street?

near commercial property?

near rental units?

where a known child molester lived?

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.

1) Counsel new buyers 36) I follow up with my buyers after closing to ensure there 2) Explain the pros and cons of various loan types aren’t any items of concern. 3) Negotiate initial offer 37) I explain agency choices 4) Deliver Earnest money 38) I answer all buyer’s questions 5) Present buyer homes specific to your needs 39) I guide the buyer to sources that provide crime 1) Complete all necessary paperwork for your new home information and sex offender lists 2) Negotiate additional changes in agreement after home 40) I provide access to aerial views of the buyer’s potential inspections home 3) Help buyers understand sellers property disclosures 41) I provide source for academic statistics to buyer 4) Save Buyers time by identifying buyers specific needs 42) I discuss any limitations that may arise during dual first agency 5) Save buyers money by identifying similar recent sale 43) I refer buyers to a competent agent if relocating prices 44) I explain the benefits of using a Buyer’s Representative 6) I make a point of knowing the community and help 45) I follow all lawful instructions of the buyer discuss area features 46) I reveal all known adverse facts which could affect the 7) I provide information regarding what the community has Buyer’s interest in the transaction to offer 47) I protect all privileged information through and after the 8) Keep abreast of current loan rates available and discount transaction points if applicable 48) I protect all personal property and money received on the 9) Educate buyer on current loan options Buyer’s behalf 10) I know the features of most of the loan types 49) I protect the buyer from foreseeable harm 11) I know the requirements that must be meet to comply 50) I exercise skill and competence in promoting the best with loan programs interest of the Buyer 12) I help the buyer work through any financial problems to 51) I define the Buyer’s responsibilities achieve their loan 52) I explain Fair Housing Laws 13) I educate the buyer regarding home pricing trends 53) I advise Buyers on Resale potential 14) I provide “fixer upper” counseling 54) I display good faith and honesty 15) I refer the buyer to educational centers’ information 55) I put the Buyer’s interests above everyone’s, including 16) I provide professional referrals of all sorts my own 17) I identify first time home buyer’s programs 56) I fulfill all obligations within the limitations of the law. 18) I interview for specific needs for your new home 57) I identify Buyer’s concerns 19) Help with the selection of ideal properties, including For 58) I help the Buyer remedy these concerns Sale By Owners 59) I identify current listings that compete with Buyer’s 20) Help with the deletion of homes the won’t work for you home of interest 21) Explain the importance of lead base paint inspections 60) I identify what other Buyer’s have not been willing to 22) I have built relationships with many types of home pay for like properties inspectors 61) I explain all costs involved with Home Ownership 23) I keep a list of all types of inspectors for your 62) I help the buyer gain knowledge about the neighborhood convenience from a current resident 24) I can provide you with current utility usage 63) I help the buyer understand the List Price to Sell Price 25) I help ensure utilities used by the previous owner are ratio paid prior to closing 64) I help the buyer understand the importance of Home 26) I accompany you and the inspector to inspections Warranties 27) I can do Comparative Market analysis so can see what 65) I help buyers determine their realistic resources to meet others have paid for properties similar to the one you are their monthly payment, regardless of the amount they are writing an offer on approved to 28) Conduct final walk through with buyers 66) I help obtain home owner’s insurance 29) Attend closings 67) I explain the fee structure 30) I return calls 68) I provide the resource for Buyer’s to obtain their credit 31) Provide market updates on a weekly basis. score 32) I attend community meetings regarding local issues and 69) I help Buyers understand their credit score items of interest to residents. 70) I educate Buyers on methods to improve their credit 33) Identify price reductions and/or improvements made on score homes we may have previewed. 71) I help Buyers prevent predatory lending 34) I complete a professional analysis of the home prior to 72) I help the Buyer understand closing costs initial offer 73) I educate the Buyer regarding other purchases during the 35) I follow the closing process ensuring time frames. buying process

Buyer’s Cost Sheet

Property Address: ______

Sale Price: ______Down Payment: ______Taxes: ______

Loan Items Prepaid & Escrow Items

Credit Report ...... : :______Hazard Insurance First year premium ...... : ______Appraisal Fee ...... : :______Escrow ____ months ...... : ______Survey ...... : :______

Origination Points ...... : :______Property Taxes Escrow ____ months ...... : ______Discount Points ...... : :______

MIP, PMI, Funding Fee . . . . . : :______Mortgage Insurance First year premium ...... : ______Notary Fees ...... : :______Escrow ____ months ...... : ______Misc., Other ...... : :______

Homeowner Assn.

Property Items Dues (prorate) ...... : ______

Home Inspection ...... : :______Interim Interest

Wood Infestation Report . . . . : :______Days @ $______/day ______

Homeowner's Warranty . . . . . : :______––––––––––––––––––––––––––––––––––––

Title Ins. & Endorsements . . . : :______Subtotal : ______

Misc., Other ...... : :______Total Closing Costs Closing Items (Estim.)

Attorney Fee ...... : :______Down Payment ...... : + ______Non-Recurring Costs Transfer Tax ...... : :______. . . . . : + ______

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) ______