Clayton Pannasch, Broker-Associate
862-354-1822 · cpannasch@gmail.com
01 — Contact Information
Full Name
*
Email Address
*
Phone Number
*
Preferred Contact Method
Call
Text
Email
Any
02 — Current Situation
Are you currently renting or owning?
Currently Renting
Currently Own a Home
Living with Family
Other
If you currently own — do you need to sell before buying?
Yes — must sell first
No — can buy independently
Not sure yet
N/A — not an owner
03 — Buying Capacity
★ Non-negotiable — this section must be completed before scheduling showings.
Are you pre-approved for a mortgage?
*
Yes — fully pre-approved
In process now
Not yet started
Cash buyer — no financing needed
Pre-Approval Amount
(if applicable)
Lender / Mortgage Broker Name
Purchase Price Range — Minimum
Purchase Price Range — Maximum
*
Down Payment Range
Less than 5%
5–10%
10–20%
20% or more
All cash
04 — Property Criteria
★ Non-negotiable — defining clear criteria prevents wasted showings for both of us.
Property Types of Interest
(select all that apply)
Single Family
Townhouse / Condo
2–4 Unit Multi
5+ Unit Multi
Commercial
Vacant Land
Mixed-Use
Target Areas / Municipalities
*
towns, counties, or regions
Minimum Bedrooms
No minimum
1+
2+
3+
4+
5+
Minimum Bathrooms
No minimum
1+
1.5+
2+
2.5+
3+
Minimum Square Footage
Garage / Parking
No preference
Street parking OK
Off-street parking required
1-car garage required
2+ car garage required
Must-Have Features
(non-negotiable requirements)
Deal-Breakers
(absolute non-starters)
05 — Timeline & Urgency
When are you looking to be in your new property?
*
ASAP — within 30 days
1–3 months
3–6 months
6–12 months
Just exploring options
How would you describe your urgency level?
Flexible — no rush
Moderate — actively looking
Urgent — need to move quickly
06 — Motivation & Background
What is prompting your search right now?
Have you worked with a real estate agent before?
Yes
No — first time
Are you currently working with any other agents?
No — you are my only agent
Yes — I am working with others
07 — Anything Else?
Additional notes, questions, or details you'd like me to know
How did you hear about us?
Select one
Referral from friend/family
Google search
Zillow / Realtor.com
Social media
Past client — worked together before
Other
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Your information is confidential and will only be used to assist with your real estate search.
