| CLIENT LISTING WORKSHEET
This information will assist me in providing the best marketing efforts on your home as well as offering you the best service possible. Please fill out this booklet, including the back page, completely. PROPERTY ADDRESS: ______________________________________________________________ CITY: ________________________________________________ STATE: _____________ ZIP CODE: ___________ TRACT NAME: ________________________________________ MODEL NAME: __________________ Sq. Ft.__________ Date: ______________________ CLIENT INFORMATION (Please fill out one page for each person.)
FIRST NAME: ________________ LAST NAME: ___________________________ Home Phone #: ____________________________________ Work Phone #: ________________________________________ Home Fax #: ______________________________________ Work Fax #: ___________________________________________ Cell Phone #: ____________________________________ Additional Phone #: _______________________________________ Best Day to ReachYou:_____________________ Best Time: _____________ At Which Number? _______________________ Best Place to Leave You a Voicemail Message: ________________________________________________ Employer Name: ____________________________________ How Long? _______ yrs Title: ______________________________ How Long at this Position? ________ yrs Employer Address: ________________________________________________________ City:________________________________ State:_____________ Zip:______________ Business E-mail Address: __________________________________________________ Home E-mail Address: _____________________________________________________ Additional contactinfo:_____________________________________________________ ________________________________________________________________________ Marital Status: Single Living Together Married Separated Divorced Birth Date: ________________ Anniversary Date (if applicable): ___________________
HOBBIES/INTERESTS: (Please list all your hobbies, interests, club memberships, special affiliations, unique needs, medical conditions and all pertinent information that will allow me to provide you better service.) ___________________________ ________________________________ __________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________
CHILDREN’S NAME(S) (if applicable): FIRST: ___________________ LAST: _____________________________________ Birthday: _________________ Age: ________ FIRST: ___________________ LAST: _____________________________________ Birthday: _________________ Age: ________ FIRST: ___________________ LAST: _____________________________________ Birthday: _________________ Age: ________ PET’S NAME(S): 1.________________________ Dog Cat Other:_________ 2.________________________ Dog Cat Other:_________ 3.________________________ Dog Cat Other:________ Please list any special instructions for your pets that a Realtor® should be aware of when showing your home. _________________________________________________ ________________________________________________________________________ PROPERTY INFORMATION Date you purchased this property: __________________________________________ Please list any special features or upgrades you have made to your home: _______________________________ _____________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________ ________________________________________________
What have you enjoyed most about your home? _______________________________________________________ ________________________________________________________________________________________________ ________________________________________________________________________________________________ ________________________________________________________________________________________________ _________________ 1st Mortgage Lender: ____________________________________________________ Lender’s Address ________________________________________________________ City: _______________________________________ State: _____________________ Zip: ____________ Loan #: _______________________________ Monthly Payment: $_________________ Balance: $_______________ Lender’s Phone #: _______________________________ Contact: _________________________________ 2nd Mortgage Lender: ____________________________________________________ Lender’s Address ________________________________________________________ City: _______________________________________ State: _____________________ Zip: ____________ Loan #: _______________________________ Monthly Payment: $_________________ Balance: $_______________ Lender’s Phone #: _______________________________ Contact: _________________________________ 3rd Mortgage Lender: ____________________________________________________ Lender’s Address ________________________________________________________ City: _______________________________________ State: _____________________ Zip: ____________ Loan #: _______________________________ Monthly Payment: $_________________ Balance: $_______________ Lender’s Phone #: _______________________________ Contact: _________________________________ Current Annual Property Tax: $__________________________________________________
School District: __________________________________________________________ Elementary School: _______________________________________________________ Middle School: ___________________________________________________________ High School: ____________________________________________________________ |