THE HOMEBUYER DISCOVERY QUIZ
Estimated time: 5-7 minutes
SECTION 1: YOUR LIFESTYLE & PRIORITIES
1. How would you describe your ideal daily routine?
Morning coffee on a quiet porch, working from home
Quick commute to the office, grabbing takeout on the way home
Walking the dog, visiting local parks, stopping at neighborhood cafes
Entertaining friends and family on weekends
A mix of work, leisure, and community activities
2. What's your current living situation? (Select all that apply)
First-time buyer
Moving from a rental
Selling current home to buy another
Looking for a second home/investment property
Downsizing
Upsizing
3. What's most important to you in a neighborhood? (Rank 1-5, with 1 being most important)
Excellent schools
Walkability to shops and restaurants
Quiet, residential feel
Proximity to work
Access to parks and outdoor spaces
SECTION 2: HOME PREFERENCES
4. Which architectural style appeals to you most?
Modern/Contemporary (clean lines, open spaces)
Traditional (colonial, craftsman, Victorian)
Farmhouse (rustic charm, wrap-around porches)
Mid-century (retro vibes, large windows)
No preference—interior matters more
5. What's your ideal home size?
Cozy and compact (under 1,200 sq ft)
Just right (1,200-2,000 sq ft)
Spacious (2,000-3,000 sq ft)
Large and luxurious (3,000+ sq ft)
Not sure—flexible based on layout
6. Must-have features (Choose your top 5):
Open floor plan
Hardwood floors
Walk-in closets
Updated kitchen with island
Master suite with ensuite bathroom
Home office/study
Finished basement
Outdoor living space (patio, deck, porch)
Large backyard
Pool
Fireplace
Attached garage
Natural light/great windows
Extra storage
7. What would you be willing to compromise on?
Smaller yard for a better location
Older home that needs updates for a better price
Smaller kitchen for extra bedrooms
Fewer bathrooms for a larger living space
No garage for a lower price
Location (farther out) for more space
SECTION 3: YOUR BUDGET & TIMELINE
8. What's your ideal price range?
Under $250,000
$250,000-$350,000
$350,000-$450,000
$450,000-$600,000
$600,000-$800,000
$800,000-$1,000,000
$1,000,000+
9. How much are you pre-approved for?
I haven't been pre-approved yet
I'm in the process of getting pre-approved
I have a pre-approval letter already
10. What's your down payment range?
Under 5%
5-10%
10-15%
15-20%
20% or more
All cash
11. When are you hoping to move?
Immediately (within 1 month)
Within 3 months
Within 6 months□
Within a year
Just exploring options
SECTION 4: COMMUNITY & LIFESTYLE
12. How important are these community features? (1-5 scale, 1=not important, 5=essential)
Parks and green spaces: ___
Good public schools: ___
Walkable shopping/dining: ___
Community events: ___
Low crime rate: ___
Easy highway access: ___
Public transportation: ___
Nearby hospitals/medical: ___
13. Do you have children or plan to in the next 3 years?
Yes, children currently
Planning to have children soon
Planning to have children eventually
No plans for children
Prefer not to say
14. Do you work from home or commute?
Fully remote
Hybrid (some days in office)
Full-time in office
Self-employed/home-based business
Retired
SECTION 5: YOUR DREAM HOME VISUALIZATION
15. Picture your dream home. What's the first word that comes to mind?
16. Describe your ideal Saturday at home:
17. What's the biggest fear or concern you have about the home-buying process?
18. Have you worked with a real estate agent before?
Yes, and I had a great experience
Yes, but it was mixed
Yes, but it wasn't a good experience
No, this is my first time
19. What's the most important quality you're looking for in an agent?
Honesty and transparency
Knowledge of the local market
Negotiation skills
Responsiveness/availability
Patience and understanding
Strong network of contacts (lenders, inspectors, contractors)
OPTIONAL: QUICK PREFERENCES
20. If you could choose your home's view, what would it be?
City skyline
Waterfront/ocean
Mountains
Woods/nature
Golf course
Just a nice neighborhood street
21. Which best describes your design style?
Minimalist (clean, uncluttered)
Cozy (warm colors, comfortable)
Elegant (classic, sophisticated)
Eclectic (mix of styles)
Industrial (exposed brick, metal)
I'll know it when I see it
22. How important is energy efficiency/green features?
Essential—I want solar, efficient windows, smart home tech□
Nice to have but not a dealbreaker
Not really a priority
AGENT SCORING GUIDE
How to Interpret the Results
Lifestyle Match Scores (Questions 1-3)
Pattern | Agent Recommendations |
High scores in "Walkability" + "Quiet" | Focus on established neighborhoods with tree-lined streets and local shops |
High scores in "Schools" + "Parks" | Prioritize family-friendly suburbs with top-rated school districts |
High scores in "Proximity to work" + "City views" | Highlight urban condos or townhomes near business districts |
High scores in "Parks" + "Outdoor spaces" | Look for homes near trails, lakes, or with large lots |
Must-Have Features (Questions 4-7)
Feature Cluster | Suggested Property Type |
Open floor plan + Updated kitchen + Natural light | Newer construction or recently renovated homes |
Home office + Walk-in closets | Larger homes with bonus rooms or flexible spaces |
Outdoor living + Large backyard | Single-family homes with yard space |
Fireplace + Traditional style | Older homes with character and charm |
Finished basement + Extra storage | Homes with potential for expansion |
Budget & Timeline (Questions 8-11)
Profile | Agent Strategy |
"Exploring options" | Send general neighborhood guides, market overviews |
"Immediate move" + "Pre-approved" | Move quickly—schedule tours within 48 hours |
"Within 6 months" + "No pre-approval" | Connect with a trusted lender first |
"High down payment" + "Flexible timeline" | Look for off-market opportunities or upcoming listings |
Community Priorities (Questions 12-14)
Priority | Action Steps |
Schools rated 5/5 | Provide detailed school reports, district maps, PTA contacts |
Walkability rated 5/5 | Create walking tours of neighborhoods, highlight local businesses |
Low crime rated 5/5 | Share crime maps, community policing information |
Remote work | Focus on home offices, internet speeds, dedicated workspaces |
Dream Home Visualization (Questions 15-19)
Key Words to Listen For | Follow-Up Questions |
"Peaceful," "Quiet," "Retreat" | "Would you prefer a secluded property or are you okay with a typical suburban lot?" |
"Entertain," "Gather," "Open" | "Do you host often? Let's look for homes with large living areas and dining spaces." |
"Grow," "Family," "Future" | "Are you planning to expand your family? We might want to consider homes with extra bedrooms." |
"Scared," "Overwhelmed," "Nervous" | "Let's schedule a call to walk through the entire buying process step by step." |
AGENT ACTION PLAN: WHAT TO DO WITH QUIZ RESULTS
Step 1: Review and Follow Up (Within 24 Hours)
Send a thank-you message acknowledging they completed the quiz
Highlight 2-3 key observations (e.g., "I noticed open floor plans and walkability are top priorities for you")
Schedule a 15-minute discovery call to clarify any answers
Step 2: Create a Personalized Search
Set up MLS alerts based on quiz preferences
Share 3-5 properties that match their top criteria
Include a brief note explaining why each property fits
Step 3: Prepare a Neighborhood Package
Use their priorities to gather information on:
School ratings (if relevant)
Local dining and shopping guides
Commute times to work
Upcoming community events
Step 4: Set Expectations
Review timeline and budget
Connect with a lender if needed
Explain the buying process based on their experience level
Outline communication preferences
Share your results in the comments! What's your top priority?
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