Buyer Consultation Worksheet

• When you want to move
• How urgent your move is
• Your current living situation
• Important lease or selling deadlines

• Mortgage pre-approval status
• Down payment planning
• Monthly payment comfort zone
• Financing considerations and challenges

• Preferred property types
• Desired neighbourhoods
• Bedrooms, bathrooms, and parking requirements
• Resale versus new construction options

• Features you can't live without
• Nice-to-have amenities
• Lifestyle priorities
• Property deal-breakers

• Affordability
• Market conditions
• Competition
• Timing your purchase
• Understanding the buying process