Real Estate Planning Client Questionnaire
Welcome to [Your Company Name]. Please take a few moments to complete the following questionnaire. Your responses will help us tailor our real estate planning services to meet your specific needs.
Section 1: Personal Information
Field | Description |
|---|
Full Name | |
Contact Number | |
Email Address | |
Date of Birth | |
Current Address | |
Section 2: Real Estate Goals
Field | Description |
|---|
Purchase Goals | |
Selling Goals | |
Time Frame | |
Investment Objectives | |
Budget | |
Section 3: Current Real Estate Holdings
Property Address | Type of Property | Current Value | Mortgage Details | Income Generated |
|---|
| | | | |
| | | | |
| | | | |
Section 4: Financial Information
Field | Description |
|---|
Annual Income | |
Savings & Investments | |
Liabilities | |
Section 5: Preferences and Additional Information
Please answer the following questions to help us better understand your preferences and requirements:
What are your top priorities in real estate planning (e.g., location, size, investment return)?
Do you have any specific locations in mind for your real estate investments or purchases?
Are there any particular types of real estate you are interested in (residential, commercial, etc.)?
Please share any additional information or requirements that you believe are important for us to know.
Thank you for taking the time to complete this questionnaire. A representative from [Your Company Name] will contact you soon to discuss your real estate planning needs further.
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