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House Buyers Information Checklist Form Template

Ensure Confidence in Your Home Buying Journey

Finding the right house can be overwhelming, and you need a reliable method to assess your options. This House Buyers Information Checklist Form Template helps home buyers like you make informed choices by outlining essential criteria for evaluating properties. It streamlines your search with effective organization, allows you to compare multiple listings side-by-side, and ensures you don't overlook key factors like location, amenities, and budget. Plus, it's designed to support accessibility standards with WCAG-aligned labels. Explore the live template to simplify your house hunting!

Full name
Email address
Phone number
Preferred contact method
Email
Phone call
Text message
Any
Have you been pre-approved for a mortgage?
Yes
No
Estimated purchase budget (enter amount or range)
Estimated down payment
Under 5%
5-9%
10-19%
20%+
Not sure
Prefer not to say
Type of purchase
Primary residence
Investment property
Second home / vacation
Other / Not sure
Preferred property type(s)
Single-family home
Townhouse
Condominium
Multi-family (2-4 units)
Manufactured / mobile home
Land
Other
Please Specify:
Minimum bedrooms
Studio/0
1+
2+
3+
4+
5+
Minimum bathrooms
1+
1.5+
2+
2.5+
3+
Preferred home condition
New construction
Move-in ready
Cosmetic updates OK
Needs repairs OK
Fixer-upper acceptable
Must-have features
Please Specify:
Target areas or neighborhoods
Desired purchase timeframe
As soon as possible
1-3 months
3-6 months
6-12 months
12+ months
Just exploring
Are you currently working with a real estate agent?
Yes
No
Do you need to sell a home before buying?
Yes
No
Not sure
Preferred tour types
In-person showing
Live video tour
Virtual 3D tour
Open house
Any
Which inspections are you likely to order?
General home inspection
Radon test
Termite/pest inspection
Sewer scope
Roof inspection
Mold inspection
Well/septic inspection
Not sure
Anything else we should know?
How would you like to receive listings and updates?
Email
Text message
Phone call
Portal/app
Any
I consent to be contacted about real estate services.
Yes
No
Today's date
I consent to receive SMS/text messages.
Yes
No
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Paper art illustration showcasing a house buyers information checklist form for FormCreatorAI article

When to use this form

Use this form when you need to organize buyer details before tours, offers, and escrow. Agents, transaction coordinators, and first-time buyers can capture budget, financing, timelines, and must-haves in one place. If the buyer is ready to write an offer, connect responses to the Real estate purchase form to speed up drafting. When lot lines, easements, or additions might be an issue, plan a Property survey form early. Investors comparing several homes can use the checklist to score options, track risks, and confirm next steps. The result: fewer surprises, faster decisions, and clean files you can share with your lender and closing team.

Must Ask House Buyers Information Checklist Questions

  1. What is your total budget and mortgage pre-approval amount?

    This sets clear price limits and keeps showings and offers realistic. It also signals to sellers that you are ready and reduces delays with your lender.

  2. Which neighborhoods and property types fit your needs, and why?

    Stating location, home style, and reasons helps you filter listings that truly match your daily life. It prevents scope creep when new listings appear.

  3. What is your target move-in timeline and how flexible are your contingencies?

    Timeline and flexibility affect offer strength, negotiation, and scheduling inspections. Clear dates help your team coordinate appraisals, insurance, and utilities.

  4. How will you evaluate fair market value for homes you like?

    Documenting your pricing approach leads to smarter offers and fewer appraisal issues. If you need a quick valuation from a professional, consider a Real estate broker price opinion form to cross-check comps.

  5. What is your cash to close plan, including down payment and closing costs?

    Knowing sources of funds early avoids last-minute surprises and wire delays. You can estimate fees and credits with a Real estate closing statement form so you can confirm the numbers before signing.

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