First-time buyer questionnaire

Your first home, without the fear

A few quick questions, so we can show you options most first-time buyers never hear about. There's no wrong answer here, and no twenty percent down required. Fill out what you can, we'll cover the rest together.

Prefer to fill this out by hand or send it to someone else? Download the fillable PDF version.

Contact information

Name *

Phone (optional)

Email *

Preferred contact

Where things stand today

Current housing situation

If renting, when does your lease end?

What's prompting you to buy now?

Have you started the mortgage conversation?

Lender (if any)

Veteran / service member?

Down payment saved so far

Interested in down payment assistance programs?

Your true monthly cost

Straight from the First-Time Buyer's Guide: build your budget on this number, not the price tag. We're glad to fill this in with real figures for any specific home, leave blank if you'd rather we do the math together.

Principal & interest (P&I)

Property taxes (annual ÷ 12)

Homeowners insurance (÷ 12)

HOA / MUD / PID (÷ 12, if applicable)

Utilities & ongoing upkeep (estimate)

All-in monthly cost

What you're picturing

Comfortable price range

Preferred areas

Must have, 1

Must have, 2

Must have, 3

Ideal timeline

Ask us anything

There's no wrong time to just ask. This is the part that lets us actually help.

Your biggest question or concern

Who else is involved in this decision?

Anything else we should know?

I read every one of these myself and I'll get back to you personally. No pressure, ever, we'll follow up to walk through this together.