Buyer onboarding
Who is buying, what they are looking for, and proof they can.
About you
Each person answers this for themselves: the client, and their co-buyer too when you send it to them
Full legal name (required)
Short answer
Email address (required)
Email address
Mobile number
Phone number
Photo ID
Document upload
A driver’s license or passport is fine.
Who is buying
Is anyone buying with you?
Choose one
- Yes
- No
Their full legal name
Short answer
Asked only if the answer to “Is anyone buying with you” is Yes.
What you are looking for
When would you like to move?
Choose one
- Within 3 months
- In 3 to 6 months
- In 6 to 12 months
- Just starting to look
The most you would like to spend
Dollar amount
Where would you like to live?
A few sentences
What must the home have?
A few sentences
Financing
How are you paying?
Choose one
- With a mortgage, and I am pre-approved
- With a mortgage, not yet pre-approved
- In cash
Your pre-approval letter
Document upload
Asked only if the answer to “How are you paying” is With a mortgage, and I am pre-approved.
Proof of funds
Document upload
A recent bank or brokerage statement showing the money for the purchase or the down payment.