New Client Questionnaire

Let's find your
perfect match.

A few quick questions so I can hit the ground running for you. Takes about 3 minutes.

Step 1 of 4

Nice to meet you

Start with the basics — I'll follow up right away.

First Name *

Please enter your first name.

Last Name *

Please enter your last name.

Email Address *

Please enter a valid email.

Phone Number *

Please enter your phone number.

Preferred Contact Method

📞 Call 💬 Text ✉️ Email

Best Time to Reach You

Morning Afternoon Evening Anytime

Step 2 of 4

What brings you here?

Select all that apply — you may be doing both.

I'm looking to… *

🏡 Buy 🔑 Sell 📈 Invest 🏠 Rent / Lease

Which market are you focused on?

San Diego, CA Phoenix / East Valley, AZ Both Other

What's your timeline?

ASAP 1–3 months 3–6 months 6–12 months Just exploring

Have you worked with a real estate agent recently?

No, first time Yes, but not currently Exclusively with you!

Step 3 of 4

Tell me about the property

Don't worry about being exact — this just helps me narrow things down.

Budget Range

$500,000

$200k$3M+

Min Bedrooms

Min Bathrooms

Property Type

Single Family Condo / Townhome Multi-Family Land Open to anything

Must-Haves

Pool Garage Yard Home Office New Build Top Schools ADU / Casita

Pre-Approved for a Mortgage?

Yes In progress Not yet Cash buyer

Property Address

Approximate address or neighborhood is fine.

Approx. Square Footage

Year Built

Condition of Home

Excellent Good Fair Fixer / As-is

Have you had a recent appraisal or CMA?

Yes No I'd like one

Step 4 of 4

Almost there

Anything else I should know? The more context, the better.

How did you hear about me?

Anything specific you want me to know?

Are you currently working with another agent?

No Yes Talking to a few

I consent to being contacted by Kelly regarding my real estate inquiry. My information will be kept private and never sold.

1 / 4

You're all set.

Thanks for reaching out! I'll personally be in touch within 24 hours. Looking forward to working together.