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Resources

Buyer Needs Worksheet

Thank you for taking the time to answer these questions.

Contact Us

First Name

Last Name

Email

Phone Number

First Name

Last Name

Email

Phone Number

Current Living Situation

1. What is your current living situation?

2. What positive or negative impact does this have on you and/or your family?

3. Why not just continue living here?

Budget

1. What price or price range are you most comfortable with?

2. What is your absolute max budget for the most ideal home?

3. Which of the following best describes your financial plan for this purchase?

Cash

Conventional

VA

FHA

THDA

Unsure

4. What downpayment amount are you planning to make?

5. How much are you hoping your monthly payment will be?

6. Are you pre-qualified with a high-calibre local lender who knows our market?

Yes

No

7. If not, may I make an introduction?

Yes

No

Timing

1. If you are in a lease, on what date does it end?

2. When would you like to ideally move into your new home?

3. What will happen if you are not able to move into a home by this date?

4. If we find the right home in the next 30 days, does this create a problem?

5. Do you need to sell in order to buy?

Home Search criteria

1. Minimum number of beds?

2. Minimum number of baths?

3. Minimum and maximum square footage?

4. Minimum and maximum acreage?

5. What is the ideal location you would like to live in? Any specific counties, cities, zip codes or neighborhoods that we should focus our attention on?

6. Is commute time important for any go-to places such as work, church, shopping, recreation, etc.?

7. Any absolute must-haves or non-negotiable desires such as a yard, garage, being in a top school district, etc. that my team and I need to be aware of?

Decision Making Process

1. Who all is involved in making this decision?

2. Will anyone else need to give input or approval before you make an offer?

3. For significant purchases in the past, what has been your decision making process?

4. What do you expect your decision process to be when you find the right home?

Your Experience

1. How many homes have you bought or sold before?

2. If so, what was your experience like?

3. What did your realtor do or not do that you did or did not like?

4. What are you looking for most in the realtor you decide to hire?

Availability

1 - Not Important

2

3 - Maybe

New Option

4

5 - Very Important

Experienced

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Honest

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Knowledgeable

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Personable

1 - Not Important

O2

3 - Maybe

4

5 - Very Important

Proactive

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Professional

1 - Not Important

2

3 - Maybe

New Option

45

New Option

5 - Very Important

Reliable

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Reputable

1 - Not Important

2

3 - Maybe

4

5 - Very Important

Tech-savvy

1 - Not Important

2

3 - Maybe

4

5 - Very Important

5. Are there any additional expectations or questions you have for the realtor you decide to hire?

Thank you for contacting us.
We will get back to you as soon as possible.

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Work with Me

Barbara Brodrick offers over 21 years of experience serving the areas of San Francisco Bay Area, Silicon Valley and Coastal Communities of Northern California. Trust us to provide personalized service and expert advice to help you buy or sell your property with ease. Contact us today to schedule a consultation and let us guide you towards a successful transaction.

Navigation

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Contact Details

+1 415-528-1318

+1 650-918-8007

Barbara@thebrodrickgroup.com

DRE #01356672

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Address

Compass

Broker DRE #01527235

891 Beach Street

San Francisco, CA 94109

Property Organizer

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Navigation

About
Properties
Neighborhoods
Buyers Guide
Sellers Guide

Contact Details

+1 415-528-1318

+1 650-918-8007

Barbara@thebrodrickgroup.com

DRE #01356672

Social Media

Address

Compass

Broker DRE #01527235

891 Beach Street San Francisco, CA 94109

Property Organizer

Log In

Navigation

About
Properties
Neighborhoods
Buyers Guide
Sellers Guide

Contact Details

+1 415-528-1318

+1 650-918-8007

Barbara@thebrodrickgroup.com

DRE #01356672

Social Media

Address

Compass

Broker DRE #01527235

891 Beach Street

San Francisco, CA 94109

Property Organizer

Log In

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© 2025 Barbara Brodrick | All Rights Reserved

Each office is independently owned and operated.

Powered by California Concierge | Privacy Policy

© 2025 Barbara Brodrick | All Rights Reserved

Powered by California Concierge | Privacy Policy

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