Buyer Intake Form — Pannasch Realtor

Clayton Pannasch, Broker-Associate
862-354-1822 · cpannasch@gmail.com

01 — Contact Information

Full Name *

Email Address *

Phone Number *

Preferred Contact Method

Call Text Email Any

02 — Current Situation

Are you currently renting or owning?

Currently Renting Currently Own a Home Living with Family Other

If you currently own — do you need to sell before buying?

Yes — must sell first No — can buy independently Not sure yet N/A — not an owner

03 — Buying Capacity

★ Non-negotiable — this section must be completed before scheduling showings.

Are you pre-approved for a mortgage? *

Yes — fully pre-approved In process now Not yet started Cash buyer — no financing needed

Pre-Approval Amount (if applicable)

Lender / Mortgage Broker Name

Purchase Price Range — Minimum

Purchase Price Range — Maximum *

Down Payment Range

04 — Property Criteria

★ Non-negotiable — defining clear criteria prevents wasted showings for both of us.

Property Types of Interest (select all that apply)

Target Areas / Municipalities *towns, counties, or regions

Minimum Bedrooms

Minimum Bathrooms

Minimum Square Footage

Garage / Parking

Must-Have Features (non-negotiable requirements)

Deal-Breakers (absolute non-starters)

05 — Timeline & Urgency

When are you looking to be in your new property? *

ASAP — within 30 days 1–3 months 3–6 months 6–12 months Just exploring options

How would you describe your urgency level?

Flexible — no rush Moderate — actively looking Urgent — need to move quickly

06 — Motivation & Background

What is prompting your search right now?

Have you worked with a real estate agent before?

Yes No — first time

Are you currently working with any other agents?

No — you are my only agent Yes — I am working with others

07 — Anything Else?

Additional notes, questions, or details you'd like me to know

How did you hear about us?

What Happens Next

I personally review every submission. After reviewing your information, I’ll reach out directly to discuss your goals, answer questions, and outline the best next steps moving forward. No pressure, no obligation — just a professional conversation about how I can best help you.

Your information is confidential and will only be used to assist with your real estate search.