01 / About you
The basics for the contract.
Names need to be exactly as they'd appear on the deed. If something looks fussy, it's because the title company will hold us to it later.
+ Add a co-buyer
+ Add a business / entity buyer
Co-buyer relationship
Choose one…
Spouse
Partner
Family
Business partner
Other
For LLCs, trusts, and other legal entities buying the property. Buyer 1 above is still you (the person I'll communicate with) — this is for the legal entity that goes on the deed.
Entity type*
Required for offer
Choose one…
LLC
S-Corp
C-Corp
Limited Partnership
Trust
Other
Required.
Current mailing address*
Required for offer
Mailing address is required for the contract.
03 / Title & citizenship
Who's on the contract.
Ohio has dower rights — your marital status affects who has to sign at closing. We don't ask about title vesting (joint tenants, tenants in common, etc.); your title company will walk you through that after we have an accepted offer.
04 / Financing
How you're paying for the house.
If you have a pre-approval letter, even better — we'll use it. Anything financial you mark optional stays confidential and never leaves my notes.
Pre-approval letter
Required for offer
When you have your pre-approval letter from your lender, please email it as an attachment to [email protected] . I need it on file before any offer can be submitted.
Lender*
Required for offer
★ Guaranteed Rate Affinity is the Coldwell Banker affiliate. Use whoever you trust — I just need the contact.
Lender name is required for the contract.
Pre-approval amount*
Required for offer
$
Pre-approval amount is required.
Loan term*
Required for offer
Choose one…
30-year fixed
20-year fixed
15-year fixed
7/1 ARM
5/1 ARM
Not sure
Required.
Down payment*
Required for offer
Required for the contract.
Source of funds*
Required for offer
Choose one…
Savings
Brokerage
Sale of property
Inheritance
Business sale
Trust
Gift
Other
Cash offers usually need proof of funds attached. We'll redact account numbers.
Required for cash offers.
Comfortable purchase price ceiling*
Required for offer
$
Hard ceiling, not a wish — what you'd actually be okay paying.
Required.
Comfortable monthly payment range
Recent or upcoming financial changes
Confidential
05 / Cash & contingency posture
How aggressive can the offer be?
These answers directly drive the offer terms when we write — earnest money, inspection, appraisal, financing. There are no wrong answers; I'm calibrating, not judging.
Maximum gap I'd cover*
Required for offer
$
Required.
06 / Timeline
When you want to move.
If there's a hard deadline — lease end, school start, baby — say so. I'd rather know now than scramble later.
08 / Property
What kind of house.
Be specific on must-haves. "Big yard" is fine — "flat fenced backyard, at least a quarter acre" is better. Forces me to filter the right way.
Square footage range
1,400 –2,800 sf
Top 3 must-haves
Forces a ranking