Client Assistance Form Sales Consultant Sales Consultant: Adam CobaneNick Spirito Walk-in or Phone-InWalk-inPhone-in The Client Information The Client Name: Email: Address: City: County: Township: State: AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareWashington DCFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennslyvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Zip: Phone: Secondary Phone: Best time Reached: AMPMEither/Or Statuses: Good Credit w/o LandGood Credit w/ LandGood Credit w/ Home to SellChallenged CreditChallenged Credit Simulator ProspectChallenged Credit w/LandChallenged Credit w/ Home to Sell How did you hear about us? —Please choose an option—BillboardNewspaperSocial MediaRadioReferralWebsiteInternet If Internet what website? Have you seen any floorplans that meet your needs? Where? What did you like about them? The Home THE HOME What made you decide to look for a new home? How many people will be living in this new home? What features are going to be important in your new home? The Land The Land Where do you plan to place your new home? Address: City: County: Township: State: AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareWashington DCFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennslyvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming Zip: Do you already own land? —Please choose an option—YesNo Has it been Surveyed? —Please choose an option—YesNo Size of Lot in Acreage: Pay off? Approximate Worth? The Budget Budget Do you need to sell your home first? —Please choose an option—YesNo Do you plan on using your home equity as your downpayment? —Please choose an option—YesNo What monthly payment are you comfortable with? What is your current monthly payment? Do you own or rent? OwnRentNeither Where would you like to be for a complete package? When do you anticipate moving into your new home? Why? Home interior options: Site Improvement Notes: Δ
