Offutt AFB Air Force Base Real Estate & Relocation PCS Expert
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MILITARY HOME BUYER WORKSHEET

This information will help us create a specialized search to assist you in finding your dream home. Please provide as much information as you feel comfortable with. In particular, the "Finding Your Dream Home" section will help us really custom-tailor your search. Please let us know if you have any questions!
BUYER #1
Full Name:
What is the service member(s) rank?
Are you: Active Duty
Retired
Reserve
Dependant
Other:
Where are you currently stationed?
What branch of service?
Home Address:
City: State: Zip:
Cell Phone:
Home Phone:
Work Phone Buyer #1:
Fax Number:
Email Address:
BUYER #2 (if applicable)
Full Name:
Cell Phone:
Work Phone Buyer #2:
Home Address:
City: State: Zip:
Email Address:
Are you: Active Duty
Retired
Reserve
Dependant
Other:

CONTACT PREFERENCES
Do you have a person you would prefer me to use as the main contact? Yes No
If yes, who is the preferred contact?
When are the best times for me to contact you?
Sunday: Yes No Time:
Monday: Yes No Time:
Tuesday: Yes No Time:
Wednesday: Yes No Time:
Thursday: Yes No Time:
Friday: Yes No Time:
Saturday: Yes No Time:

May I contact you at work? Yes No

PCS INFORMATION
Do you have an In-Transit Telephone Number?
Is this phone number a: Relative
Personal
Cell
Other:
1. Do you already have orders to Offutt Air Force Base (Offutt AFB)? Yes No
2. If not, have you received an RFO or "pending orders"? Yes No
3. What is (or will be) your report date to Offutt Air Force Base (Offutt AFB)?
4. Are you planning a special house-hunting trip? Yes No
If "Yes", What is your Planned:
If "No", skip to Question #9		 Arrival Date:
Departure Date:
5. Would you be flying or driving here to house-hunt?
6. Will any family members or pets be accompanying you on your trip? If so, please list: Yes No
7. What are your goals during your househunting trip? (i.e. write a contract if we find the right home, just "look", etc.)
8. Do you know where you'll be staying during your househunting trip?
9. Do you plan to house-hunt once you PCS here permanently? Yes No
If "Yes", when do you anticipate arriving? (Date)
10. When would you like to begin house-hunting? (Date)
11. What are your Pack-Out Dates?
12. Your Moving Dates?

BACKGROUND
Are you a first time home buyer? Yes No
Do you currently rent, lease or live on base? Yes No
If leasing, when does your lease expire?
If you own, do you have to sell your current home before you purchase your new home? Yes No
If yes, is your home currently listed? Yes No
Have you worked with a RealtorŪ before? Yes No
If yes, how was that experience?
Have you begun looking for a home on your own? Yes No
If so, what steps have you taken? (i.e. Internet, driving around, newspaper, etc.)?
Are you married? Yes No
If so, how many years?
Anniversary Date:
How many children do you have?
May I have their names? #1 Birthdate
#2 Birthdate
#3 Birthdate
#4 Birthdate
Do you have any hobbies you would like to share?
Do you have any pets? Yes No
Types of pets:
Pets Names:

FINDING YOUR DREAM HOME
To help you achieve your goals in relation to buying a home, we need to ask you some questions that will help us understand how we can best serve you. What is the primary reason you are interested in finding a new home?
What time frame do you have for purchasing your new home?
What is your plan if you don't find a home in that time frame? (i.e. stay in billeting, with family, etc.)
Ideally, what date would you like to MOVE INTO your new home?
What is the basic price range you would like to stay within? to
Our mission is to stay within your "comfort zone". Because lenders will often pre-approve you for far more than you would ever wish to spend on a home, we like to ask what is the maximum amount you would want to spend on your home to stay within your desired budget?
What are the basic requirements you have for your home:
Square footage:
# Stories:
# Bedrooms:
Is one of the bedrooms
for visiting guests?		 Yes No
# Bathrooms:
Is a FINSHED Basement a necessity?: Yes No
Is a Garage a necessity? Yes No
If yes, do you need a 2 car,
3 car, RV space, etc.?
Is the age of the home a factor? (i.e. only new construction, historic, under 10 years old, etc.) If so, please clarify:

Please rate the importance of each feature that you would like in your home.
Choose the number that best fits your desires: (1 - Not Important - 5 - Very Important)
Fireplace 1 2 3 4 5 Closet Space 1 2 3 4 5
Entertainment Area 1 2 3 4 5 Den 1 2 3 4 5
Family Room 1 2 3 4 5 Modern Kitchen 1 2 3 4 5
Carpet Color 1 2 3 4 5 Pool / Spa 1 2 3 4 5
Basement 1 2 3 4 5 Garage 1 2 3 4 5
Open Feeling 1 2 3 4 5 Large Yard 1 2 3 4 5
Family Neighborhood 1 2 3 4 5 Bonus Room 1 2 3 4 5
Dining Room 1 2 3 4 5 Privacy 1 2 3 4 5
Location 1 2 3 4 5 Fenced Yard 1 2 3 4 5
Close to Work 1 2 3 4 5 Wooded Lot 1 2 3 4 5
Close to Schools 1 2 3 4 5 Close to Shopping 1 2 3 4 5
Are there any other special features that you would like or need in your home? Please list "NC" for "no compromise" & "B" for "bonus" (ie. would be great, but not a necessity)

DESCRIBE YOUR IDEAL HOME
Please describe your ideal home (i.e. floor plan, decor, yard, etc.)
Tell me about your lifestyle. What do you see yourself doing in your new home? (Entertaining, relaxing, raising a family, etc.)
Do you have any special school requirements? (School district, public vs. private, etc.)
What do you feel will be the key factors in your purchasing decision? (Price, terms, location, etc)
Are there certain cities in which you would prefer to live in?
If so, what attracted you to this area?
Is it important to you to live near other military families? Yes No
How long do you plan to live in your new home?

HELP US HELP YOU
Our goal is to help make buying your home a positive experience.
These questions are designed to make sure we assist in fully preparing you prior to your arrival.
Is there anything that you would like to share which you feel might be helpful in our working relationship together?
Do you understand how the real estate MLS service works? Yes No
Do you understand my commission is paid through the seller, not by you? Yes No
Will all parties involved in the home buying process be present? Yes No
If not, do you have a power of attorney for your spouse? Yes No
After I have shown you a number of homes that are close, but not quite the one you are looking for, and you walk into an Open House being held by another agent and decide "this is the home", what would you do? Ask the agent at the open house to write up the offer. Or
Call and ask me to write up an offer on the home?
Upon meeting your expectations, are you willing to commit to working only with me to help you find a home? Yes No
Comments:

FINANCIAL INFORMATION
In order to help you obtain the best interest rates & terms, I need to gather some financial information.
This will allow me to explore all options and to expedite your loan once we have located the right home for you.
Providing this information is at your discretion and will be held in total confidence.
Do you currently have a lender? Yes No
If yes, may I ask whom?
Are you pre-approved for a loan? Yes No
If yes, how much?
Would you like me to recommend a mortgage representative that could pre-qualify you and go over exactly what you need to get the best rates and terms to pre-qualify? Yes No
If yes, when would be a good time for a loan representative to call you?
Do you understand how financing a home works? Yes No
Do you understand how closing costs work? Yes No
Loan Origination fees? Yes No
Title Insurance? Yes No
Earnest Money (also referred to as a "Good Faith Deposit")? Yes No
What forms of financing are you considering to use when purchasing a home?
Fixed Rate Yes No
Variable Rate Yes No
F.H.A. Yes No
V.A. Yes No
Conventional Yes No
Cash Yes No
May I ask how you heard about me?
If you were referred by someone, may we please have their name so we can personally thank them?
Do you have any other comments or suggestions?


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