Free tool
Buyer consultation worksheet
A printable needs-and-wants form for the first meeting with a buyer: budget range, timeline, financing status, areas, property features, must-haves, nice-to-haves, deal-breakers and questions. Switch sections on or off, rename them and leave lines blank to write in by hand. It covers the property and the buying process only. Nothing you type is sent or stored.
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Why use a written worksheet
A first buyer meeting covers a lot: price, timing, loans, places, the home itself. Writing it down gives you and the buyer one reference to come back to when listings arrive, and it separates real must-haves from nice-to-haves before you spend weekends touring.
What the worksheet covers
- Budget and financing: the price range, down payment, comfortable monthly payment and where they are with a lender.
- Timeline: how soon they want to buy, a target move-in date and any date constraints.
- Areas: places named on a map, not described by who lives there.
- The home: property type, bedrooms, bathrooms, size, lot and style, plus a tickable list of features.
- Must-haves, nice-to-haves and deal-breakers, and the buyer’s own questions.
Keeping it fair housing safe
Every prompt is about the property or the process. There are no questions about the buyer’s personal characteristics or household, and no prompts about what an area is like for particular kinds of people. Keep your own notes the same way. Rules differ by place, so check yours and your brokerage policy. You can also run any listing wording through the fair housing copy checker.
Using it
- Add your details, switch off sections you do not need and rename the rest.
- Fill it in with the buyer, or print it blank and fill it in by hand at the meeting.
- Save a PDF or PNG so the buyer has a copy, and bring it to each tour.
Related tools: the first-time home buyer checklist, the buyer home tour checklist, the home affordability calculator and the CMA comparable sales worksheet. See all the free tools for real estate agents.
Common questions
What is a buyer consultation worksheet?
It is a one-to-two page form an agent fills in with a buyer at the first meeting. It records the budget range, timeline, financing status, preferred areas, the property type and features the buyer wants, their must-haves, nice-to-haves and deal-breakers, and the questions they want answered. It gives both sides one written reference for the search.
Why does it only ask about the property and the process?
Fair housing rules in many places stop agents from steering buyers or treating them differently because of who they are or who they live with. The worksheet therefore asks only about the purchase: price, timing, financing, areas by name, and the features of the home. Leave out, and do not write in, details about the buyer’s personal characteristics. Check the rules and your brokerage policy where you work.
Can I change the sections?
Yes. Each section can be switched off, renamed, or left blank so the printed sheet has lines to fill in by hand. The list of property features is editable too, and there is one extra section of your own. Keep any wording you add to the property and the process.
What should I write for areas?
Name places by what they are on a map: a town, a postal or ZIP code, a street boundary or a district name. Avoid describing areas by the kind of people who live there, and avoid asking the buyer to do so. If a buyer raises such a point, steer the conversation back to the property and the budget.
Is the financing section a loan application or a pre-approval?
No. It only records where the buyer says they are in the process, such as talking to a lender or holding a pre-approval letter. Do not collect sensitive personal or financial identifiers on this form. Figures should be confirmed with the buyer’s lender.
Does the worksheet save what I enter?
No. Everything you type stays in your browser and is not sent to Kadapt, stored or used in analytics. The only thing counted is that someone pressed the print or PNG button, never what was on the sheet.