Future Homebuyer Intake

Let's map your path to homeownership

Answer a few questions and I'll build you a personalized game plan. First, verify your number so I can follow up with you directly.

First name*

Last name*

Mobile number* I'll text a 6 digit code to verify this is you.

Verify your number

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Part 1

Your goals & timeline

Tell me what's driving this and when you'd like to be in.

What's your biggest motivation for buying a home?*

In a perfect situation, how soon would you like to move in?*

What's driving that timeline? Lease ending, growing family, relocation, a life change, etc.

Are you a first time homebuyer?*

Yes No

What has held you back from buying so far? Totally optional, but it helps me help you.

Part 2

Your financing picture

The more honest the picture, the better I can position you. This stays private.

Have you been pre-approved for a mortgage yet?*

Yes Not yet In process

That's great, congratulations!

Would you still like to compare your options? Many buyers save real money just by making sure they have the best rate and loan program. There is no obligation, and it costs nothing to look.

Who is your pre-approval through?

What amount are you pre-approved for?

Upload your pre-approval letter Optional. PDF or a photo. This helps me move fast and write stronger offers for you.

Want a free second opinion from my preferred mortgage broker? He has access to all the best loan programs and rates, so you can compare and make the best financial decision.

Yes, please Maybe later No thanks

How soon do you want to look into financing and get pre-approved?*

Pro tip

It's never too early. Having a game plan now sets your budget, lets us address anything in your finances early, and keeps you ahead of other buyers when the right home comes up.

Do you already have a lender, or would you like a recommendation?*

I have a lender Friend or family in the business I'd love a recommendation

What price range are you thinking?

What monthly payment would feel comfortable to you? Sometimes easier to picture than a total price.

How much would you like to put down?

How much have you saved so far? Toward down payment + closing costs.

Are you expecting any gift funds or help with the down payment?

Yes No Maybe

How would you describe your credit? A ballpark is fine. No hard pull here.

Approximate gross household income?

Any monthly debts to factor in? Car, student loans, credit cards.

Military status Select any that apply to you or a co-buyer. VA loans can mean zero down.

Veteran Active-duty military Neither applies

Any bankruptcy, foreclosure, or short sale in the last 7 years?

No Yes Prefer to discuss

What do you currently do for work?* And if you're retired, congratulations, you did it.

How long at your current job?

W-2 or self-employed?

W-2 Self-employed Both

Will anyone be buying with you? Spouse, partner, co-signer. Whose income and credit is on the loan matters.

Good to know about closing costs

Aside from your down payment, buyers usually bring roughly 2 percent to 3 percent of the purchase price to closing. That typically covers lender costs, title and escrow, prepaid property taxes and insurance, the home inspection, the appraisal, a $500 transaction management fee, and 0.5 percent to 1 percent toward the agent commission when it is not fully covered by the seller. In most cases we work to offset these with seller credits and a smart offer strategy, so your actual out of pocket amount is often much lower. Want to see your own numbers? Try my buyer closing cost estimator.

Will you need help with closing costs?*

Yes No Not sure

Part 3

Your home & current situation

Now the fun part. Let's talk about what you're looking for.

Do you currently own a home you need to sell?*

Yes No

Are you currently renting?* If so, when does your lease expire, or are you month to month?

About the home you'll be selling

What's the address of the home you'll be selling? Start typing and select your verified address.

Would you like a complimentary walk-through of your current home and a value assessment?

Yes, please Maybe later No thanks

What type of home are you interested in?*

What are your must-haves?* Bedrooms, bathrooms, size, location, school district.

What are your wants? Nice to have, but not dealbreakers. Pool, big yard, RV parking, updates.

Any deal breakers?

Who will be living in the home?

Any commute or proximity needs?

Areas or neighborhoods you're interested in?*

Areas you'd like to explore but are unsure about?

Are you open to HOA communities depending on the cost?* Gated communities, condos, townhomes, added amenities.

Yes No Depends on cost

Are you open to new construction developments?*

Yes No Maybe

Good to know

New builds typically take 6 to 8 months. If you're open to them, I need to be with you on your first visit to each community for registration, so I can negotiate better terms and incentives from the builder and be your advocate throughout.

Do you understand the pros and cons of a brand new home?

Yes Not really

Do you know the pros and cons of an older home?

Yes Not really

Part 4

Showings & working together

A few logistics and what a great experience looks like for you.

Are you currently working with another agent, or have you signed a buyer representation agreement with anyone?*

No Yes

Who is the agent you are working with? Their name, and their brokerage if you know it.

How working together would look

I only take on clients under exclusive representation, so we would first need to either release your current agreement or put a new one in place together. I have deep respect for every agent relationship, and it is never my intent to solicit anyone who is already under a signed agreement. If you are not in an official signed agreement yet, I would be honored to earn your business and show you the Sweeney Sells difference.

What times and days are best for you to look at homes?* If you're buying with someone, please plan to attend showings together. We book one appointment per home, so all decision makers should be present.

Do you have kids or pets? Any special requirements?*

Have you bought or sold a home before? If so, how recently?*

What's the most important thing in a great buying experience, and what are your expectations of me as your realtor?*

What's your biggest fear or concern about the buying process?

Preferred method of communication?*

Call Text Email Any is fine

Best time to reach you for our consultation?

How did you hear about me? Select all that apply.

Wonderful. Who can I thank for the introduction? I like to personally thank the people who send friends my way.

Love it. How did you find me?

My hours & your round-the-clock support

I keep real office hours so you always know when I'm working, and I've built a team so you're never left waiting:

Monday to Friday, 9 AM to 6 PM (lunch 12 to 1 PM)
Saturdays reserved for seller open houses and buyer showings
Sundays and holidays off, so I always bring my best

Here's what most companies don't offer. Outside those hours, you still have 24/7 support:

A dedicated Transaction Coordinator keeps your file moving, with no surprises at closing
Madison, my AI assistant, answers calls, takes messages, and schedules callbacks 24 hours a day, 7 days a week, 365 days a year
Sweeney AI lives in my exclusive buyer and seller portals to answer your real estate questions any time, trained on my 15+ years of experience and the thousands of inquiries and questions we have received over the years. Available to active and past clients, or by monthly subscription.

I understand Scott's hours, and I'm glad to have the added 24/7 support through Madison, the AI assistant, and Sweeney AI that most companies don't offer.*

Part 5

A little about you

Last stretch. This is for our file and for contracts if applicable.

Full legal name(s)* As they'd appear on contracts and loan documents.

Best email*

Best phone number(s)*

Birthdate(s)

Current address*

What are you most passionate about? Any favorite hobbies?

Anything else you'd like factored into your search, or any questions for me?

The good news about our fees

This is about how I get paid, not your entire closing costs. My commission is 3 percent of the purchase price, and in most cases it is covered by the seller, so your portion is often around 1/2 percent to 1 percent of the price plus a $500 transaction management fee at closing. Depending on your situation, I will also work to negotiate seller credits that can help offset your other closing costs, or even buy down your interest rate to lower your payment. I cannot promise a specific outcome on every deal, but reducing your out of pocket cost is always one of my goals, and I will walk you through the full picture at your consultation.

I've read the cost overview above and I understand it. I'd like to discuss ways to reduce my out of pocket costs at my consultation.

I agree to receive calls, texts, and emails from Scott Sweeney and Sweeney Sells about my real estate needs, including market updates, tips, strategies, and consultation check ins. Message and data rates may apply. Consent is not a condition of any purchase. Reply STOP to opt out at any time.

You're all set, friend.

Thank you for taking the time. I've got everything I need to start building your personalized road map to homeownership, and I'll be reaching out personally very soon.

A confirmation is on its way to your email.

Want to get a head start?

Begin your pre-approval

The strongest thing you can do right now is get pre-approved. It sets your true budget and puts you ahead of other buyers. You can start with one of our preferred mortgage brokers, who has access to all the best rates and loan programs available, in just a few minutes right from your phone.

Start my pre-approval

Your Agent

Scott Sweeney

Realtor® · DRE# 01938720 · Top 5% Producer · 15+ Years

A Top 5% producing Realtor in the greater Sacramento area, I work with buyers, sellers, and investors across Sacramento, Elk Grove, and the surrounding counties. My client first, tech forward approach means you get deep local knowledge, analytical insights to always give you the upper hand, and the best negotiation strategies to get you the best deal possible.

Call or text 707-330-2324 [email protected] Visit SweeneySells.com

Sweeney AI · Always on

Visit the website for our FAQ section, buyer and seller portals, trending topics, blogs, and vlogs, oh my. Have a burning real estate question after office hours? Ask us anything in our chat, powered by Sweeney AI, trained on Scott's 15+ years of experience, knowledge, and most commonly asked questions.