Fort Lee PCS 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!

Full Name:
What is the service member(s) rank?
Are you? Active DutyRetiredReserveDependant
If others please specify:
Where are you currently stationed?
What branch of service?
Home Address:
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:
Property Address 2:
Email Address:
Are you? Active DutyRetiredReserveDependant
If others please specify:
Contact Preferences
Do you have a person you would prefer me to use as the main contact? YesNo
If yes, who is the preferred contact?
When are the best times for me to contact you?
Sunday: YesNo Time:
Monday: YesNo Time:
Tuesday: YesNo Time:
Wednesday: YesNo Time:
Thursday: YesNo Time:
Friday: YesNo Time:
Saturday: YesNo Time:
May I contact you at work? YesNo
PCS Information
Do you have an In-Transit Telephone Number?
Is this phone number a: RelativePersonalCell
If others please specify:
1. Do you already have orders to Offutt AFB? YesNo
2. If not, have you received an RFO or "pending orders"? YesNo
3. What is (or will be) your report date to Offutt AFB?
4. Are you planning a special house-hunting trip? YesNo
If "Yes", What is your Planned: Arrival Date:
If "No", skip to Question #9 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: YesNo
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? YesNo
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?
Are you a first time home buyer? YesNo
Do you currently rent, lease or live on base? YesNo
If leasing, when does your lease expire?
If you own, do you have to sell your current home before you purchase your new home? YesNo
If yes, is your home currently listed? YesNo
Have you worked with a Realtor® before? YesNo
If yes, how was that experience?
Have you begun looking for a home on your own? YesNo
If so, what steps have you taken? (i.e. Internet, driving around, newspaper, etc.)?
Are you married? YesNo
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? YesNo
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?
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? YesNo
# Bathrooms:
Is a FINISHED Basement a necessity? YesNo
Is a Garage a necessity? YesNo
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: 12345
Entertainment Area: 12345
Family Room: 12345
Carpet Color: 12345
Basement: 12345
Open Feeling: 12345
Family Neighborhood: 12345
Dining Room: 12345
Location: 12345
Close to Work: 12345
Close to Schools: 12345
Closet Space: 12345
Den: 12345
Modern Kitchen: 12345
Pool / Spa: 12345
Garage: 12345
Large Yard: 12345
Bonus Room: 12345
Privacy: 12345
Fenced Yard: 12345
Wooded Lot: 12345
Close to Shopping: 12345
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 Dream 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? YesNo
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? YesNo
Do you understand my commission is paid through the seller, not by you? YesNo
Will all parties involved in the home buying process be present? YesNo
If not, do you have a power of attorney for your spouse? YesNo
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. OrCall 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? YesNo
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? YesNo
If yes, may I ask whom?
Are you pre-approved for a loan? YesNo
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? YesNo
If yes, when would be a good time for a loan representative to call you?
Do you understand how financing a home works? YesNo
Do you understand how closing costs work? YesNo
Loan Origination fees? YesNo
Title Insurance? YesNo
Earnest Money (also referred to as a "Good Faith Deposit")? YesNo
What forms of financing are you considering to use when purchasing a home?
Fixed Rate: YesNo
Variable Rate: YesNo
F.H.A. YesNo
V.A. YesNo
Conventional: YesNo
Cash: YesNo
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?
Type the characters you see into the area above

* Your name and email address are required, so please be sure your email address is entered accurately. By submitting this form with your telephone number you are consenting for Gibbs & Story Team and authorized representatives to contact you even if your name is on the Federal “Do-not-call List.”

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