Future Homebuyer Intake

Let's map your path to homeownership

Answer a few questions and I'll build you a personalized game plan. First, verify your number so I can follow up with you directly.

First name*

Last name*

Mobile number* I'll text a 6 digit code to verify this is you.

Verify your number

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Part 1

Your goals & timeline

Tell me what's driving this and when you'd like to be in.

What's your biggest motivation for buying a home?*

In a perfect situation, how soon would you like to move in?*

What's driving that timeline? Lease ending, growing family, relocation, a life change, etc.

Are you a first time homebuyer?*

Yes No

What has held you back from buying so far? Totally optional, but it helps me help you.

Part 2

Your financing picture

The more honest the picture, the better I can position you. This stays private.

Have you been pre-approved for a mortgage yet?*

Yes Not yet In process

How soon do you want to look into financing and get pre-approved?*

Pro tip

It's never too early. Having a game plan now sets your budget, lets us address anything in your finances early, and keeps you ahead of other buyers when the right home comes up.

Do you already have a lender, or would you like a recommendation?*

I have a lender Friend or family in the business I'd love a recommendation

What price range are you thinking?

What monthly payment would feel comfortable to you? Sometimes easier to picture than a total price.

How much would you like to put down?

How much have you saved so far? Toward down payment + closing costs.

Are you expecting any gift funds or help with the down payment?

Yes No Maybe

How would you describe your credit? A ballpark is fine. No hard pull here.

Approximate gross household income?

Any monthly debts to factor in? Car, student loans, credit cards.

Military status Select any that apply to you or a co-buyer. VA loans can mean zero down.

Veteran Active-duty military Neither applies

Any bankruptcy, foreclosure, or short sale in the last 7 years?

No Yes Prefer to discuss

What do you currently do for work?* And if you're retired, congratulations, you did it.

How long at your current job?

W-2 or self-employed?

W-2 Self-employed Both

Will anyone be buying with you? Spouse, partner, co-signer. Whose income and credit is on the loan matters.

Will you need help with closing costs?*

Yes No Not sure

Part 3

Your home & current situation

Now the fun part. Let's talk about what you're looking for.

Do you currently own a home you need to sell?*

Yes No

Are you currently renting?* If so, when does your lease expire, or are you month to month?

About the home you'll be selling

What's the address of the home you'll be selling? Start typing and select your verified address.

Would you like a complimentary walk-through of your current home and a value assessment?

Yes, please Maybe later No thanks

What type of home are you interested in?*

What are your must-haves?* Bedrooms, bathrooms, size, location, school district.

What are your wants? Nice to have, but not dealbreakers. Pool, big yard, RV parking, updates.

Any deal breakers?

Who will be living in the home?

Any commute or proximity needs?

Areas or neighborhoods you're interested in?*

Areas you'd like to explore but are unsure about?

Are you open to HOA communities depending on the cost?* Gated communities, condos, townhomes, added amenities.

Yes No Depends on cost

Are you open to new construction developments?*

Yes No Maybe

Good to know

New builds typically take 6 to 8 months. If you're open to them, I need to be with you on your first visit to each community for registration, so I can negotiate better terms and incentives from the builder and be your advocate throughout.

Do you understand the pros and cons of a brand new home?

Yes Not really

Do you know the pros and cons of an older home?

Yes Not really

Part 4

Showings & working together

A few logistics and what a great experience looks like for you.

Are you currently working with another agent, or have you signed a buyer representation agreement with anyone?*

No Yes

What times and days are best for you to look at homes?* If you're buying with someone, please plan to attend showings together. We book one appointment per home, so all decision makers should be present.

Do you have kids or pets? Any special requirements?*

Have you bought or sold a home before? If so, how recently?*

What's the most important thing in a great buying experience, and what are your expectations of me as your realtor?*

What's your biggest fear or concern about the buying process?

Preferred method of communication?*

Call Text Email Any is fine

Best time to reach you for our consultation?

How did you hear about me?

My hours & your round-the-clock support

I keep real office hours so you always know when I'm working, and I've built a team so you're never left waiting:

Monday to Friday, 9 AM to 6 PM (lunch 12 to 1 PM)
Saturdays reserved for open houses and showings
Sundays and holidays off, so I always bring my best

Here's what most companies don't offer. Outside those hours, you still have 24/7 support:

A dedicated Transaction Coordinator keeps your file moving, with no surprises at closing
Madison, my AI assistant, answers calls, takes messages, and schedules callbacks 24 hours a day, 7 days a week, 365 days a year
Sweeney AI lives in my buyer and seller portals and on my website to answer real estate questions any time, trained on my 15+ years of experience

I understand Scott's hours, and I'm glad to have the added 24/7 support through Madison, the AI assistant, and Sweeney AI that most companies don't offer.*

Part 5

A little about you

Last stretch. This is for our file and for contracts if applicable.

Full legal name(s)* As they'd appear on contracts and loan documents.

Best email*

Best phone number(s)*

Birthdate(s)

Current address*

What are you most passionate about? Any favorite hobbies?

Anything else you'd like factored into your search, or any questions for me?

The good news about your costs

Most of what you might expect to pay is actually handled for you. My fee is 3% of the purchase price, and it is normally fully covered by the seller. In most cases the portion you would come with is around 1/2 percent to 1 percent of the purchase price, plus a $500 transaction management fee paid at closing. Depending on your finances and whether you need closing cost assistance, we can often negotiate additional seller credits to help cover any remaining amount and other closing costs. Those credits can also be applied toward buying down your interest rate, which lowers both your out of pocket costs and your monthly payment. Ask me during your consultation if you would like more on how we reduce these costs with our offer strategies.

I've read the cost overview above and I understand it. I'd like to discuss ways to reduce my out of pocket costs at my consultation.

You're all set, friend.

Thank you for taking the time. I've got everything I need to start building your personalized road map to homeownership, and I'll be reaching out personally very soon.

A confirmation is on its way to your email.

Want to get a head start?

Begin your pre-approval

The strongest thing you can do right now is get pre-approved. It sets your true budget and puts you ahead of other buyers. You can start with one of our preferred mortgage brokers, who has access to all the best rates and loan programs available, in just a few minutes right from your phone.

Start my pre-approval

Your Agent

Scott Sweeney

Realtor® · DRE# 01938720 · Top 5% Producer · 15+ Years

A Top 5% producing Realtor in the greater Sacramento area, I work with buyers, sellers, and investors across Sacramento, Elk Grove, and the surrounding counties. My tech-forward, marketing-first approach means you get deep local knowledge and a real advocate at every step, whether it's your first home or your fifth.

Call or text 707-330-2324 scott@sweeneysells.com Visit SweeneySells.com

Sweeney AI · Always on

Visit the website for our FAQ section, buyer and seller portals, trending topics, blogs, and vlogs, oh my. Have a burning real estate question after office hours? Ask us anything in our chat, powered by Sweeney AI, trained on Scott's 15+ years of experience, knowledge, and most commonly asked questions.