Clarity. Structure. Momentum.

Buyer Intake Form

Start your owner-finance journey with a clear, structured process designed to support long-term success.

Please complete the form below so we can evaluate your readiness and match you with the right opportunity.

Section 1 — Personal Information

Full Name *

Phone Number *

Email Address *

Current Address *

Section 4 — Income & Employment

Monthly Household Income (approx.) *

Employer or Business Name *

Length of Employment / Business Operation *

Section 5 — Financial Documentation

Can you provide the following documents? (Select all that apply) *

Government-issued IDLast 2 months of bank statementsProof of income (W-2, 1099, or business statements)Proof of down payment fundsRental or mortgage historyNone of the above

Section 6 — Monthly Payment Comfort Zone

What monthly payment range are you comfortable with? *

$1,000–$1,500$1,500–$2,000$2,000–$2,500$2,500+

Section 8 — Property Condition Expectations

Are you comfortable purchasing a property that may need minor repairs or updates? *

YesNoDepends on the condition

Section 9 — Timeline

How soon are you looking to purchase? *

Immediately30 days60 days90+ days

Section 10 — Additional Notes

Tell us anything else we should know about your situation or goals.

We'll review your information and contact you with next steps.

Clarity. Structure. Momentum.

Buyer Intake Form

Start your owner-finance journey with a clear, structured process designed to support long-term success.

Please complete the form below so we can evaluate your readiness and match you with the right opportunity.

Buyer Intake Form

Section 1 — Personal Information

Section 2 — Property Interest

Section 3 — Down Payment Readiness

Section 4 — Income & Employment

Section 5 — Financial Documentation

Section 6 — Monthly Payment Comfort Zone

Section 7 — Credit & History

Section 8 — Property Condition Expectations

Section 9 — Timeline

Section 10 — Additional Notes

Buyer Intake Form

Section 1 — Personal Information

Section 2 — Property Interest

Section 3 — Down Payment Readiness

Section 4 — Income & Employment

Section 5 — Financial Documentation

Section 6 — Monthly Payment Comfort Zone

Section 7 — Credit & History

Section 8 — Property Condition Expectations

Section 9 — Timeline

Section 10 — Additional Notes