Concierge Questionnaire Concierge Search Welcome to our Concierge Questionnaire. It will ONLY TAKE YOU A FEW MINUTES TO COMPLETE. This questionnaire style form enables us to quickly understand what you are looking for and where you are in the process. This saves us all a lot of time on the phone, going backwards and forwards over simple questions. Step 1 of 20 5% Location*Where are you looking to buy a property? Enter your preferred town, city or zip code Type*Choose whether this will be primary / residential purchase or a vacation home for your family / rentalResidentialVacation Residential Property Type*Select one or types of property types which you are consideringSingle familyPool homeTownhomeCondoVacation Property TypeChoose one or more property type which you are considering.Single familyPool homeTownhomeCondo BedsEnter the minimum amount of bedrooms you requireBathsEnter the minimum amount of bathrooms you requireHow Many Floors/Levels?Enter the amount of Floors/Levels you require. A basement counts as one floorGarage ParkingsEnter the minimum amount of garage spaces or parking spaces you require Achitectural styleEnter one or more architectural styles that you like Any Art Deco Beach Bungalow Cape Cod Caribbean/Conch/Key West Colonial Colonial Revival Contemporary / Modern Craftsman Courtyard Farmhouse French Colonial French Country/Provincial Greek Revival Mediterranean Mission NeoClassical Patio Plantation Ranch Spanish / Spanish Colonial Split Level Stilt Tudor Tuscan Victorian ViewsChoose from one of the view typesWaterCountryUrbanGolfBeachSurprise meNot ImportantWater ViewsWhat kind of water view do you want? Ocean Lake Pond Canal River Preserve Marina Country ViewsWhat kind of country view do you want? Fields Mountains Forests/Woods Urban ViewsWhat kind of urban view do you want? City Parks Reasons for buyingChoose the main reason/s as to why you want to purchase a home Vacation Home Relocation Upgrading Downsizing Schools Work Retirement Investment ExpectationChoose one of the above as the primary reason for this purchaseRental IncomeEquity GrowthBoth RentalWhich of the rental markets are you looking to enter?Annual RentalSeasonal RentalShort Term RentalManagementIf you live out of state or overseas you should always engage the services of a property manager. I will self manageI will contract a management company The HomeChoose the must have feature/s you desire in this property Yard Dining room Master bed downstairs Guest bathroom Mother-in-law suite / annex Library Terrace A/C Double glazing Underfloor heating Eco-friendly Solar Private pool Spa Space for a man cave Cinema / Media room Games room Office Terrace Lanai Dock Community AmenitiesChoose the must have feature/s you desire in this community Gated 24 hr security Pool Gym Clubhouse Golf course Tennis Basketball Sports fields Kids playground Marina/docks RV parking Any I don't want a community with an HOA Near toIndicate which of the following should be within a short distance of your new property Beach Stores Parks Theme Parks Hospital Theatres Entertainment Museums Galleries Restaurants Bars Public transport Schools / Colleges Employment Choose your current statusTell us at what stage of process you are at. Planning = from initial research through to choosing an area Budgeting = you know what you can afford or you are working with a mortgage professional Ready to purchase = You are all set and just need to find the right propertyPlanningBudgetingReady to purchase How long have you been looking?Indicate how long you have already spent searching online or viewing propertiesJust startedLess than 3 months3-6 months6-12 months1 year or longerWhy have you been looking so long?WOW, that's a long time! Why has it taken so much time?We weren't readyInsufficient fundsCouldn't decide on an areaCouldn't find what we wantedWe couldn't agree on what we wantedAre you now in agreement?When buying a home it needs to be suitable for everyone involved. Are you now in agreement or at least willing to compromise where necessary?yesnoWe agreed to compromise What is your budget for this purchase?Approximately how much are you expecting to spend to buy the right property?< 200k300-400k400-500k500-750k750k-999k1-1.5 million1.5 - 2 million2-3 million3-5 million5-10 millionWhat is your purchase timeline?When do you think you will be able to make a buying decision should you find the right property?< 1month1-3 month3-6 months6-12 monthsHow will you pay for the property?With mortgage rates so low, many people who can make a cash purchase still prefer to get finance when buying a home. What do you intend to do?Cash PurchaseFinanceUndecidedDownpaymentHow much do you have put aside or saved in order to make a down-payment on a new home?5%10%15%20%30%over 30% Your current homeDo you own the property where you currently live or do you rent it?It is rentedI own itDo you need to sell your current home?In order to purchase this new property do you need to sell either your current home or another property?YesNoIt is under offerIt is already soldIs your home currently listed?Have you already had an appraisal on your property and listed it for sale?YesNoWould you like a meeting with our listing agent?We can start by appraising your property and making some comparisons with recently sold properties in your area. This will give you an accurate idea as to what your property is worth. If you like what you hear and wish to proceed you can agree to listing your property for sale.YesNoFull address of property you wish to sell?We like to do a little research into the area before we visit. This saves time and gets you answers quickly. Are you working with a mortgage broker?Have you already spoken to a mortgage professional about how you can finance your new home?YesNoWould you like to speak to one?We work with a network of mortgage professionals around the country and can set up an appointment for you when you are ready to move forward.YesNo Are you working with a Realtor?Realtors offer you independent representation at no cost. They can provide you with excellent insight into what is happening in the local area and are trained to negotiate professionally in order to get you the best deal. Even if you are looking at buying a new home from a builder, always use a Realtor. You could be very surprised at the deal they can get you. YesNoAre you happy with their service?Buying a home is a large investment and you need to the best people on your team. Realtors often specialize in key areas or markets and not every Realtor is experienced in the market where you are looking. If you are not convinced with the ability of your Realtor, look elsewhere!YesNoAre you looking to change Realtors?If for whatever reason you are not convinced in your current Realtors abilities, are you willing to speak to one of our professionals?YesNo Which day is the best to contact you?We understand that you have a busy life so, simply let us know which day is best to contact youweekendsweekdayseveningsanytimeWhen is the best time to contact you?Life tends to get in the way especially for families so you choose when it is most convenient for us to give you a call.8am-10am10am-middaymidday to 3pm3pm to 6pm6pm to 9pmanytimeWhen are you available to view homes?Viewing homes can be great fun but this is your money we are talking about here. You need to be focused on the task at hand in order to make the right decisions. weekendsweekdayseveningsanytime Name First Name Last Name Email PhonePhone 2WhatsAppIf you have WhattsApp on your phone, this is a great way for us to keep you up to date with things.SkypeMany people nowadays use Skype for free or cheap phone calls. We use it for conference calls and even for sending documents and images. This iframe contains the logic required to handle Ajax powered Gravity Forms.