Real Estate Planning Client Questionnaire
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
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Field |
Description |
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Full Name |
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Contact Number |
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Email Address |
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Date of Birth |
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Current Address |
Section 2: Real Estate Goals
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Field |
Description |
|---|---|
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Purchase Goals |
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Selling Goals |
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Time Frame |
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Investment Objectives |
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Budget |
Section 3: Current Real Estate Holdings
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Property Address |
Type of Property |
Current Value |
Mortgage Details |
Income Generated |
|---|---|---|---|---|
Section 4: Financial Information
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Field |
Description |
|---|---|
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Annual Income |
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Savings & Investments |
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Liabilities |
Section 5: Preferences and Additional Information
Please answer the following questions to help us better understand your preferences and requirements:
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What are your top priorities in real estate planning (e.g., location, size, investment return)?
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Do you have any specific locations in mind for your real estate investments or purchases?
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Are there any particular types of real estate you are interested in (residential, commercial, etc.)?
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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.
