Seller Intake Form — Tavon Willis

Basic Information

Let's start with the essentials

First name *

Last name *

Phone number

Email address

Property address *

Preferred contact method

Phone call Text Email Any works

Your Motivation

Understanding the "why" behind your move

What's prompting you to sell?

Where are you headed after the sale?

Anything else driving your decision right now?

Timeline

When are you hoping to make this happen?

Ideal timeframe to be sold

How flexible is that?

Specific date you need to be out by?

Leave blank if not applicable.

Financial Snapshot

All responses are kept strictly confidential

Approximate mortgage balance

Any secondary loans or HELOC?

No Yes — HELOC Yes — 2nd mortgage

Price you're hoping to get

Lowest you'd accept

Helps me understand your true walk-away number.

Property Details

Tell me about the home itself

Bedrooms

Bathrooms

Sq. footage

Lot size

Year built

Garage

Condition of the Home

Honesty here helps me position your home correctly from day one

Overall condition

Excellent — move-in ready Good — well maintained Fair — needs some updating Needs work / fixer

Upgrades or improvements made

Any known issues, repairs needed, or disclosure items?

No need to list everything — I just want to be aware before we meet.

Pre-Listing Preparation

What are you open to doing before we hit the market?

Which of the following would you consider?

Budget for pre-listing improvements?

Occupancy Status

Who is currently living in the home?

Current occupancy

Owner occupied Tenant occupied Vacant

Pricing & Priorities

Let's align on what success looks like for you

What do you think the home is worth today?

No wrong answer — I want your perspective before I share mine.

What matters most? (Select your top 1–2)

Getting top dollar Selling quickly Minimizing hassle Certainty of close Control over timeline

Pricing Strategy

Your comfort level with different approaches

Open to pricing competitively to attract multiple offers?

Yes — love that strategy Open to it Prefer to list at full value Not sure yet

How do you feel about offering buyer concessions?

Open to it if needed Prefer not to Hard no Depends on the offer

Negotiation flexibility

Open Houses

Let's talk access and exposure

Open to hosting open houses?

Yes Maybe — let's discuss No

Best days / times for showings

Weekends Weekdays Evenings Any time works

Any showing restrictions?

Deal Breakers

What would make you say no to an offer?

Any deal breakers upfront?

Extensive inspection contingencies Lowball offers Long closing timelines No leaseback option Prefer cash over financed buyers

Anything else you won't budge on?

Agent Expectations

I want to show up the way you need me to

How often would you like updates?

Daily Every few days Weekly recap Only when there's news

Most important thing you want from your agent

Past agent experience — anything good or bad we should know?

One Last Thing

Just want to understand where you're at

If the right offer came in — are you ready to move forward?

100% — let's go Yes, but a few things to sort out first Still deciding — want to explore options Not quite yet — just gathering info

Anything else you'd like me to know before our appointment?

Your responses are confidential and used only to prepare for our listing consultation.
I look forward to meeting you. — Tavon

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You're All Set — I'm Prepared.

I've received everything I need to walk into our appointment ready to deliver a strategy built around your specific goals. See you soon.