PERFECT NEST PROGRAM NEEDS ANALYSIS Name: Date: Address: Phone: (h) (w) (c) Fax: email: Please take a moment to fill out the following worksheet. In doing so, you will help us better understand exactly what you are looking for. 1. Rank, in order, the top five factors in your buying decision. Some of the most common factors are listed below, but you may have your own specific primary considerations. Price The yard/lot Proximity to work Architectural Style Entertaining space Sustainable Features Energy Consumption Square footage/number of rooms Neighborhood/location Schools Home Health / Indoor Environmental Quality Other Workshop/Unfinished basement Kitchen size and design Orientation/Solar access Keller Williams Realty First Atlanta 1
2. Property Type: Home Townhouse Acreage Investment Property Condo Paired Home (Duplex, Double) Mountain Property 3. What are your three absolute must haves in your next home? I. II. III. 4. Minimum price $ Maximum price $ 5. Minimum number of bedrooms? 1 2 3 4+ 6. Minimum number of bathrooms? 1 2 3 4+ 7. Approximate square footage? 8. Garage required? Y / N For how many cars? 9. What are your basement needs? 10. How important is a view? Very Moderate Not important 11. If Yes, of what and from where? 12. Where will you spend most of your time? Keller Williams Realty First Atlanta 2
13. What are you outdoor needs? (Select all that apply) Patio / deck Garden area Automatic sprinkler system Fenced Jacuzzi / pool Room for kids to run/play 14. What are your indoor needs? (Select all that apply) Formal living room Lots of closet/storage space Formal dining room Walk-in closets Master on main Move-in condition Open floor plan Energy Efficient Features (specify below) Sustainable Features (specify below) Some maintenance okay 15. Preferred age of home? New Years 16. What neighborhood/area? 17. Is there anything else that we haven t mentioned that would be important to your home choice decision? Keller Williams Realty First Atlanta 3
Personal Information PERFECT NEST PROGRAM NEEDS ANALYSIS 1. Tell us a little about yourself? 2. Do you have any family that will live in the home? Tell us about them. 3. Does any of your family that will live in the home have chemical sensitivities or respiratory issues? Yes No 4. What work do you do? 5. What do you do in your time off? 6. What do you do for fun? 7. If you could live anywhere, where would that be? The Process 1. What do you expect from your real estate agent? 2. If you have any bad experiences with an agent in the past, describe what went wrong and how you would change things for a better outcome. 3. What is your preferred method of communicating with us? (rank 1-First, 3-Least) Home Work Cell Email Other Keller Williams Realty First Atlanta 4
Needs and Priorities 1. Of all the things you wish to accomplish in this move, what is the most important? 2 In your current home, what are the three things about it that you like the best? Why? 3. What is your favorite room in a home? Why? 4. Why is the size requirement of your home important? 5. What style (architectural/design) of home did you have in mind? Why? 6. How far (in minutes) would you be willing to commute to work? 7. Now that you ve shared your most important physical requirements in a home: What is the one thing you absolutely would not give up? Why? Motivation - Ability 1. Do you currently own a home? Are you renting? 2. How long have you lived there? 3. How many homes have you owned? Keller Williams Realty First Atlanta 5
4. How long have you been looking? 5. How many homes have you seen? 6. Have you seen any homes that you liked? a. If yes, Why didn't you buy the one you liked? b. If no, What are you looking for that you haven't found? 7. Will you be financing part of the purchase or will you be paying cash? 8. If financing, have you met with a lender and been pre-approved for a loan? Urgency 1. How soon would you like to be moved? 2. Why is that an important time frame for you? 3. How would your plans be affected if you moved (earlier or later)? 4. What would happen if you didn't find a home by then? 5. If we found the right home today, what would you do? 6. Is there anything you need to resolve before you purchase a home? 7. Will anyone else be involved in the decision making process? If so, who? 8. Will anyone be offering financial assistance? Keller Williams Realty First Atlanta 6
9. If you already own a home a. Are you able to buy another home without selling your present home? b. Would you like to buy first or sell first? 10. Do you have any pets? Are there any special requirements? 11. Do you have any school requirements? 12. Do you have any special furniture you would like to accommodate? 13. How do you feel about doing decorating or repairs on a home? 14. How do you feel about buying a brand new home? Keller Williams Realty First Atlanta 7