New Home Construction

First Name

Last Name

Email

Phone

Birthday

Is Primary Contact?

Yes

Household

Partner First Name

Partner Last Name

Partner Email

Partner Phone

Partner Birthday

Best Time to Reach

Referred By / Lead Source

Own or Rent?

Own

Rent

How long have you lived there?

Timeline for Buying:

ASAP

30-60 days

90+ days

Is this a relocation?

Yes

No

Have you already sold?

Yes

No

In Progress

Are you pre-approved?

Pre-approved Amount:

Lender Name

Want lender referral?

Yes

No

Max Purchase Budget:

Monthly Payment Target

Property Type

Single Family

Condo

Townhouse

Farm & Ranch

# Bathrooms

1+

2+

3+

4+

Lot Size Preference

Garage Needed? How many cars?

Pool Preferences

Definitely Yes

Absolutely Not

I could take one but don't need one

Outdoor Space Importance

Preferred Home Style (select all that apply):

New vs. Resale Preference

School District Priority?

Commute Concerns

Have you purchased a home before?

Yes

No

How many homes have you seen?

Are you working with another agent?

Yes

No

Are you deciding alone or with others?

Have you been searching online? (Zillow, Realtor.com, etc.)

Are you following me on social media?

Yes

No

Opportunity Name (ex: "Jane Doe - Buyer - Frisco")

Pipeline

Stage

Opportunity Value (Home Price Estimate)

Expected Close Date

Lead Temperature (Hot, Warm, Cold)

Buyer Progress Flags

Buyer Contact Information

Current Living Situation

Financing Info

Home Criteria

Location Preferences

Mindset & Motivation

Buying Behavior

My Notes

Pipeline / Opportunity Tracking