Buyer Qualification Questionnaire

This questionnaire helps me understand your goals, preferences, and timeline—so I can tailor every showing, suggestion, and strategy to fit your journey perfectly.

Contact

Name
Address
Phone number(s)
Email address
Preferred communication	Phone Email Text Tip: use phone for negotiations, email for documents, text for quick updates.
Availability for showings

Finance & intent

Currently	Own Rent Must Sell to Purchase
Ideal Price / Ideal Payment
Preapproval	Yes No
Down payment (out of pocket)
Lender recommendations	Yes, please send lending company recommendations
Preferred title companies

Prepared by: Shanice Shallies • S.0205009 • Keller Williams

Phone: (702) 900‑9097 • SShallies@KW.com

Buyer Qualification Questionnaire

This questionnaire helps me understand your goals, preferences, and timeline—so I can tailor every showing, suggestion, and strategy to fit your journey perfectly.

Your current situation

Type of home wanted
Local to Las Vegas?
How soon to purchase?
How long have you been looking?
How have you been searching?
Time constraints to relocate
Do you have a home to sell first?	Yes No
What do you like about your current home?
What do you not like?
What excites you about buying new?
City or rural preference?
Number of occupants
Extra acreage needed?
Attended open houses? What did you like?
Are those homes still contenders?

Prepared by: Shanice Shallies • S.0205009 • Keller Williams

Phone: (702) 900‑9097 • SShallies@KW.com

Buyer Qualification Questionnaire

This questionnaire helps me understand your goals, preferences, and timeline—so I can tailor every showing, suggestion, and strategy to fit your journey perfectly.

Home features & aesthetics (part 1)

Preferred age of home
Preferred style(s)
Specific spaces needed
Specific lot size
Bedrooms / Bathrooms ideal
Work tolerance
Important amenities

Home features & aesthetics (part 2)

Garage needs
Want a home with a view?
Interested in a home on a one-way street?
Interested in homes on a curb?
Any rooms need specific sizes?

Prepared by: Shanice Shallies • S.0205009 • Keller Williams

Phone: (702) 900‑9097 • SShallies@KW.com

Buyer Qualification Questionnaire

Financial, experience, and meeting prep — continue and submit pages 1–3 when complete

Financial questions

Price range
Monthly installment range
Pre-approved by lender?
Would you like lender recommendations?	Yes, please
Preferred title companies

Real estate experience & future plans (part 1)

First time buyer?
If not, notes about prior purchase experience
How long will you keep this home?
Primary, vacation, or investment?
Worked with an agent before?
Relationship with prior agent

Real estate experience & future plans (part 2)

Did you sign with them?
What did you like about that experience?
What would you change about that agent's approach?
Currently interviewing other agents?
Have agents shown you homes?
Did you see anything you liked?
What kept you from buying?
Deal breakers
What would you compromise on?
Questions or concerns for the meeting
Expectations of your agent
How did you find me?

Buyer action —Please send the Buyer Questionnaire

Complete this Questionnaire digitally and Submit it online. If you'd rather not send it over the internet, you can Save the filled form and E-mail it with your financial verification documents, or Print it and Fill out by hand.
Important: Please include any necessary financial verification documents, such as loan approval letters, recent bank statements, or proof of assets. Make sure to redact any account numbers for your privacy and password-protect your PDF or ZIP file before emailing it. If you are using a secure file-sharing service, you may also upload the documents there. This will help us move forward efficiently with your home search and purchase.

Additionally, please complete only the bottom portion of the Duties Owed Form and return it. This form outlines the responsibilities I hold as your real estate agent, and it must be signed and returned before we can proceed. Please note, this is not a Buyer's Agreement. It's simply a required form that helps clarify our professional relationship. By completing only the bottom portion of the form, you help fast-track the process, allowing me to file in the legal portion on your behalf and return a fully completed copy to you.
Hit the Save Filled Data (HTML) open it then print to save as a .PDF image file or Scan filled out form and save as a .PDF image file or .ZIP.
E-mail the Saved filled .ZIP or your .PDF image file to: SShallies@KW.COM with subject line: Buyer Worksheet — [Your Full Name].
Sending a password‑protected .PDF or .ZIP is more secure than submitting data into an open web form because you control the file before it leaves your device and e-mail travels over encrypted channels. Use a password‑protected .PDF or .ZIP then share the password by phone or text, avoid including sensitive numbers inside the e-mail body, and confirm you are sending to SShallies@KW.COM. If you would rather not e-mail sensitive fields, I can provide a secure upload link or a trusted form service that supports encrypted storage and strict access controls.
If you want to you can also hit the Save Filled Data (HTML) open it then print this worksheet or fill it out by hand and we can meet in-person e-mail SShallies@KW.COM to set up an appointment or feel free to book one here Book Appointment.

File protection options

PDF (Adobe Acrobat): Open the PDF → Tools → Protect → Encrypt → Require a password to open the document → set a strong password → Save.
PDF (free option, Windows): Print to PDF using a tool that supports password options or use free online/offline PDF tools that add open‑passwords.
ZIP (Windows 10/11 with 7‑Zip): Install 7‑Zip → Right‑click files → 7‑Zip → Add to archive → set Archive format: zip → Encryption: enter password and choose AES‑256 → OK.
macOS: Select files → right‑click → Compress to create ZIP → then use Terminal: zip -e name.zip file1 file2 → enter password when prompted.
Send the protected file as your email attachment and share the password through a separate channel (text, phone call, or secure messenger).

Which to pick

Need strong ZIP encryption on Windows: use 7‑Zip (AES‑256).
Need a quick, trusted PDF password online: use Adobe Acrobat Protect.
Want a free web tool with an offline app: try PDF24.
Want a fast cloud tool for PDFs: use Smallpdf Protect.
On a Mac and prefer no extra apps: use Terminal zip -er archive_name.zip file1 file2.

Short how‑to pointers

PDF (Adobe Acrobat online): upload PDF → Protect → Require a password to open → set strong password → download protected PDF.
PDF (free web): upload to PDF24 or Smallpdf Protect → set password & permissions → download encrypted PDF.
ZIP (Windows): install 7‑Zip → right‑click files → 7‑Zip → Add to archive → Archive format: zip → Encryption: AES‑256 → enter password → OK.
ZIP (macOS): open Terminal → run zip -er archive_name.zip file1 file2 → enter password when prompted.

Security tips

Share the password over a separate channel (text, phone call, secure messenger).
Use long, random passwords or a passphrase with letters, numbers, and symbols.
Prefer AES‑256 when available for stronger encryption.

7‑Zip Adobe Protect PDF24 Smallpdf

Helpful reading on this site.

The Buyer's Guide: My Commitment, Neighborhood Checklist, Buying Guidelines, MLS Codes, Offer-to-Closing Steps, Buyer Tips, and FAQs.
Tip: Review the Buyer's Guide before our first meeting, so we spend our time on your priorities and strategy.

Prepared by: Shanice Shallies • S.0205009 • Keller Williams

Phone: (702) 900‑9097 • SShallies@KW.com