Client Profile Form

Client First Name

Client Last Name

Client Email

Client Phone

Partner Name

Partner Phone

Street

City

Country

State

How did you first hear about us?

If Other, Please specify here

Have you used a buyer’s agent previously

Yes No

Have you purchased any property previously?

Yes No

What kind of property are you seeking to purchase?

Primary Residence Purchase Direct Investment Purchase

When would you like to purchase the property

What is total income (you and any spouse)?

What are your total savings (you and spouse)?

Do you currently own any investment properties?

Yes No

Are you aware of any equity uplift that you could use?

Yes No

If yes, when was last time you did a valuation and how much equity has been manufactured?

What type of property are you interested in?

What is most important to you regarding your property purchase?

Region/s Interest

Which are your ideal suburbs?

Maximum Price Range

Minimum Price Range

How many bedrooms would you like?

How many bathrooms would you like to have?

How many parking spaces do you require?

Do you require a swimming pool?

How do you think we can help you?

Do you want to renovate?

Yes No

Do you have a preferred conveyancer?

Yes No

Do you have a preferred quantity surveyor for tax depreciation

Yes No

Is your finance approved?

Yes No

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