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Confidential Client Questionnaire for clients who will sell their homes.
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Client Questionnaire
The schrader group
300 E. Sonterra Bldg 1 Suite 1180 San Antonio, TX 78258
R
Breckenridge Golf Course San Antonio, TX
In an effort to provide you with the best marketing services, we ask that you take a few minutes to complete our Client Questionnaire which will be very helpful for us.
We appreciate the time you will take to complete this information for us. We want to be your Real Estate Team for life.
The Schrader Group
Mission Statement
Our Vision
To provide our Real Estate Clients with the most professional represen-tation. Professional Representation is the combination of the cutting edge technology, competence, communication, experience, wisdom and personal integrity.
To build a successful Real Estate practice based solely on the confident and enthusiastic referrals of our friends and clients.
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Any special Contact Instructions:______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
All About you
Your information:
Any Special Showing Instructions:______________________________________________________________________________________
______________________________________________________________________________________
Security Alarm Code (If applicable):_____________________________________________________________
Gate Code (If applicable):____________________________________________________________________
3rd Party (If helping, i.e: family member, attorney in fact, executor, tenant, roommate)
Spouse or significant other
Name : _____________________________________
Home: _____________________________________
Home Fax: __________________________________
Home Email: _________________________________
Work #: ____________________________________
Cell #: _____________________________________
Work Fax: ___________________________________
Work Email: _________________________________
Name : _____________________________________
Home: _____________________________________
Home Fax: __________________________________
Home Email: _________________________________
Work #: ____________________________________
Cell #: _____________________________________
Work Fax: ___________________________________
Work Email: _________________________________
Name : _____________________________________
Home: _____________________________________
Home Fax: __________________________________
Home Email: _________________________________
Work #: ____________________________________
Cell #:______________________________________
Work Fax: ___________________________________
Work Email: _________________________________
All about youChildren: Name(s) Birthday(s)1: ___________________________________________________________________________________
2: ___________________________________________________________________________________
3: ___________________________________________________________________________________
4: ___________________________________________________________________________________
5: ___________________________________________________________________________________
Pets:
1: ___________________________________________________________________________________
2: ___________________________________________________________________________________
3: ___________________________________________________________________________________
Hobbies/Interest(s):
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Favorite Restaurant: _____________________________________________________________________
Favorite Teams:
Basketball: ____________________________________________________________________________
Football: _____________________________________________________________________________
Baseball: _____________________________________________________________________________
Other: ______________________________________________________________________________
Hometown:
College./University/Other_________________________________________________________________
Charities/Civic Involvement________________________________________________________________
Other: _______________________________________________________________________________
Above and Beyond
What do you love about your home?
Extras & Upgrades:
4: ___________________________________________________________________________________
5: ___________________________________________________________________________________
3: ___________________________________________________________________________________
2: ___________________________________________________________________________________
1: ___________________________________________________________________________________
4: ___________________________________________________________________________________
5: ___________________________________________________________________________________
3: ___________________________________________________________________________________
2: ___________________________________________________________________________________
1: ___________________________________________________________________________________
Home InformationWhat the buyer of my home wants to know....(or, I wish someone had told me this before I bought this house)
Major Items:
Age of home: _______________ Roof Date: ____________ Roof Installer (if known):______________
Date of Exterior Paint Job: ______________________________ Interior Paint Job: ___________________
Date of Carpet: _____________________________________ Room Addition(s):___________________
Contractor(s):
Other: _______________________________________________________________________________
____________________________________________________________________________________
Appliances:
Air Conditioner: _____________________________________Date installed (if known):_________________
Manufacturer: ______________________________Tonnage:_____________________________________
Seer: ____________________________________ Installer: _____________________________________
Compressor: _______________________________ Date installed (if known):_________________________
Coil: _____________________________________ Date installed (if known):_________________________
Fan Motor:_______________________________ Date installed (if known):__________________________
Furnace:_________________________________ Date installed (if known):__________________________
Dishwasher:______________________________ Date installed (if known):__________________________
Water Heater:_____________________________ Date installed (if known):__________________________
Range:__________________________________ Date installed (if known):__________________________
Cooktop:________________________________ Date installed (if known):__________________________
Microwave:_______________________________ Date installed (if known):__________________________
Trash Compactor:__________________________ Date installed (if known):__________________________
Refrigerator (if remains):______________________ Age of Appliance:________________________________
Freezer (if remains):_________________________ Age of Appliance:________________________________
Washer (if remains):_________________________ Age of Appliance:________________________________
Dryer (if remains):__________________________ Age of Appliance:________________________________
utility providersCircle your providers
Electric: CPS
GAS: CPS
Water: SAWS
Guadalupe Valley
Grey Forest Other:_______________________
Other:_______________________
Other:_______________________
Where is the water cut off?
SEWER: SAWS
Septic Type: ___________________________________________Location:________________________
Other:_______________________
Garbage: City of San Antonio Allied Waste Tiger Sanitation Waste Management
Is there a fee for garbage collection included in your utility bill: _______________________________________
Other fees: ____________________________________________________________________________
Average Utility Bills: Electric High:_________ Low:__________ Water: High:__________ Low: ___________
service providersPest Control Company:________________________________________Phone:______________________
Monthly:___________________ Seasonal:______________ Annual:________________ Cost:___________
Termite Contract :________________________________________Phone:______________________
HVAC Company : ________________________________________Phone:______________________
Quaterly:___________________ Seasonal:______________ Annual:________________ Cost:___________
Yard Company/ Trees : ________________________________________Phone:______________________
Pool Company :______________________________________________Phone:______________________
Other Service Providers that you recommend:___________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Please have as many of these items ready at the listing appointment.
A set of keys
A copy of your last mortgage statement
A copy of your survey if available
Security code information or a temporary code: __________
Gate code information: ___________
A copy of your floor plan (if available)
Engineer’s Report and/or Inspection Report
Owner’s Appointment Checklist
Items not included on the sale of my home:We strongly urge you to remove any attached items that will not remain at the home. This is to avoid any misun-derstanding with future buyers. Example: If you have a special light fixture that does not remain with the home, please replace it with a light fixture that will indeed remain.
Normally, all drapes and window treatments of any kind remain with the home. If you wish to exclude any items, please make sure you include this on the space provided below and verify when you receive your MLS draft that the items are mentioned as excluded.
Items not included:
1: _________________________________________________________________________________
2: _________________________________________________________________________________
3: _________________________________________________________________________________
4: _________________________________________________________________________________
5: _________________________________________________________________________________
The Schrader Group
We really appreciate the time you have taken to complete this questionnaire.
R
300 E. Sonterra Bldg 1 Suite 1180 San Antonio, TX 78258
