Client Relationship Form

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

Prepared by: Shanice Shallies • #S.0205009Keller Williams Realty Las Vegas

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

Client Relationship Form

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

Prepared by: Shanice Shallies • #S.0205009Keller Williams Realty Las Vegas

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

Client Relationship Form

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

Prepared by: Shanice Shallies • #S.0205009Keller Williams Realty Las Vegas

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

Client Relationship Form

Financial, experience, and meeting prep; continue and submit pages 1 through 3 when complete

Financing

Current housing / need to sell	Own Rent Must Sell to Purchase
Price range / comfortable monthly payment
Preapproval	Yes No
Down payment (out of pocket)
Lender recommendations	Yes, please send lending company recommendations

Prepared by: Shanice Shallies • #S.0205009Keller Williams Realty Las Vegas

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

Client Relationship Form

Financial, experience, and meeting prep; continue and submit pages 1 through 3 when complete

Buyer action —Please send the Buyer form and financial verification documents

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

Prepared by: Shanice Shallies • #S.0205009Keller Williams Realty Las Vegas

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

Name
Phone number(s)
Email address
Preferred communication	Phone Email Text Tip: use phone for negotiations, email for documents, text for quick updates.
Purchase timeline / move deadline	As soon as possible Within 30 days Within 1 to 3 months Within 3 to 6 months More than 6 months Exploring options Other
Availability for showings	Weekdays Weekends Mornings Afternoons Evenings Other

Primary, vacation, or investment?	Primary home Vacation home Investment Other
Type of home wanted	Single family Townhouse Condo Multifamily Other
Local to Las Vegas?	Already local Relocating to Las Vegas Other
Preferred areas / commute	Summerlin Henderson Southwest Northwest / Centennial Hills North Las Vegas Central / Old Vegas East Las Vegas Open to different areas Other
Number of occupants	1 2 3 4 5 6 or more Other

Preferred home age / style	New construction Newer home Established home Historic character No preference Other Modern Contemporary Spanish / Mediterranean Traditional No preference Other
Essential spaces / features	Home office Guest suite Casita / ADU Separate living space Pool / spa Large yard Accessible layout Space for pets RV / boat parking Other
Lot size / acreage needs	Small / low maintenance Standard lot Large lot Half acre to less than one acre One acre or more No preference Other
Bedrooms / Bathrooms ideal	2 bedrooms / 2 bathrooms 3 bedrooms / 2 bathrooms 4 bedrooms / 2 or more bathrooms 5 or more bedrooms / 3 or more bathrooms Other
Garage needs	No garage needed 1 car 2 cars 3 cars 4 or more cars Other
Want a home with a view?	Mountain Strip / city Golf course Open space No preference Other
Deal breakers	Busy road Small lot No pool Stairs Repairs / renovation High HOA costs Long commute None Other
What would you compromise on?	Smaller home Smaller lot Cosmetic updates Longer commute Different area Older home None Other
Work tolerance	Ready to move in Cosmetic updates Some repairs Major renovation Open to options Other

First time buyer?	Yes No Other
How long will you keep this home?	Less than 3 years 3 to 5 years 6 to 10 years More than 10 years Unsure Other
Prior experience / search notes
Current agent / signed agreement	Not currently working with an agent Working with an agent without a signed agreement Have a current signed buyer agreement Previous agreement has ended Unsure Other
Agents who have shown you homes	Yes No Other
Homes toured or still considering

Name
Phone number(s)
Email address
Purchase timeline / move deadline	As soon as possible Within 30 days Within 1 to 3 months Within 3 to 6 months More than 6 months Exploring options Other
Preferred communication	Phone Email Text Tip: use phone for negotiations, email for documents, text for quick updates.

Client Relationship Form

What brings you here?

Client Relationship Form

Contact

Client Relationship Form

Your current situation

Client Relationship Form

Home features & aesthetics

Client Relationship Form

Financing

Real estate experience

Questions

Client Relationship Form

Client Relationship Form

Contact Information

Property Details

Condition & Upgrades

Client Relationship Form

Selling Motivation & Timeline

Financial & Listing History

Showing & Occupancy

Additional Notes

Client Relationship Form

Contact Information

Your Real Estate Goals

Client Relationship Form

Contact

Investment strategy

Client Relationship Form

Investment strategy

Questions

Client Relationship Form

Contact

Client Relationship Form

Rental plans

Rental search

Client Relationship Form

Rental search

Questions

Questions / expectations
How did you find me?	Referral Google / search Social media Open house Keller Williams Other

What would you like to do?	Buy an investmentSell an investmentReview a property I ownCompare opportunitiesOther
Strategies you are considering	Long term rentalHouse hackingMultifamilyValue add / renovationResale / flipCommercialExploring optionsOther
Investment budget or price range

Funding approach	CashConventional financingInvestment financingNot sure yetOther
Preferred locations or markets
Income, NOI, ROI or cash flow targets, if you have them
Property address or listing link you want to review

Comfortable monthly rent range
Preferred lease length	6 months12 monthsMore than 12 monthsFlexibleOther
Are funds for the deposit and move in available?	YesStill planningPrefer to discuss
Pets coming with you	NoneDogCatOther
Income and application documents	ReadyNeed help understanding what is neededPrefer to discuss

Type of rental wanted	HouseTownhouseCondoApartmentCasita / guest houseOther
Preferred areas / commute	SummerlinHendersonSouthwestNorthwest / Centennial HillsNorth Las VegasCentral / Old VegasEast Las VegasOther

Number of occupants	123456 or more
Bedrooms / bathrooms needed	1 bedroom / 1 bathroom2 bedrooms / 1 or more bathrooms2 bedrooms / 2 bathrooms3 bedrooms / 2 or more bathrooms4 or more bedroomsOther

Anything you would like to discuss about the rental process?
Questions / expectations