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Name*
First Last
Email*
Phone*
Notes*
Property Features Desired
Preferred General Location/ Area*
- North County San Diego
- Metro San Diego
- East County/ South County San Diego
- Orange County/ Southern California
- Other - Please specify below. Thank you.
Specific location/area/community
Minimum number of bedrooms/bathrooms*
Minimum square footage*
Considering all your desired features, location preference, and property type - How much do you want to spend on the home (including upgrades if needed)?**
- $500,000 and higher
- $450,000 to $499,999
- $399,999 to $449,999
- None of the above
Here is my maximum price if I found the right home*
When do you need to move?*
- When my house successfully sells
- When my lease expires
- 30 to 60 days from today
- 3 to 6 months from today
- A couple of years from now
Do you need to sell a house before you buy?*
- Yes, I have to sell my house first before I buy.
- No, I do not need to sell my house to buy.
- Not applicable. I have sold my house or I am currently renting.
Address of the home you are selling
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Please describe the features of the home you ideally want to own. Please add any other comments and questions here.
When you are ready and have found the ideal home you are looking for, how do you prefer to make the purchase?*
- I prefer to purchase the home in all cash (i.e. from regular savings and investments, retirement accounts, inheritance, home equity, cash proceeds from sale of home, other assets, etc.)
- I prefer to purchase with the required minimum down payment and obtain a mortgage for the difference.
- I prefer to purchase with a significant down payment (at least 50% of the final purchase price) and obtain a mortgage for the difference.
- I prefer to purchase with a Reverse Mortgage (I am or my spouse is 62 years or older)
- I prefer to purchase with a VA loan.
Optional: Please share any hobbies or preferred lifestyle that may influence the kind of home (community or neighborhood) that you would love to live in.
May we have your permission to connect and refer you to a real estate agent who we believe is best suited to assist you with your specific needs and contact you directly regarding your inquiry?*
- Yes, please connect and refer me to your real estate agent colleague who you believe is best suited to assist me with my specific needs. Please have your colleague contact me directly regarding my inquiry.
- No, please do NOT connect and refer me to a real estate agent colleague who is best suited to assist me with my needs.
How do you like to communicate?*
- Phone call first then meet in person
- Mostly email with phone conversation
- Meeting in person
- Text Messaging
- Video Call, Facebook Messenger, Skype, Etc.
OPTIONAL: We'd love to get you in touch with the right person. "I prefer to be connected with a real estate agent who speaks a certain language, knows about certain property types, location, etc.

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