Buyer Intake — (Client Name)

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Consultation

Record ID: None (new client) | Last Modified: —

PART 1 Client Information

Names, contact, prepared date — needed for first meeting

Client Name(s)

Prepared Date

Preferred Contact

Buyer 1 — Phone

Buyer 1 — Email

Buyer 2 — Phone

Buyer 2 — Email

Subject Property

Populate when buyer has an executed offer — used for ASR Transaction handoff

Property Address (street, city, state, zip)

State is auto-detected from the saved Buyer Agency Agreement. ASR routing uses the BAA state, not the address text — but make sure your address matches.

PART 1 Compensation

Buyer rep fee + scenario B split — needed for first meeting

Buyer Representation Fee %

Scenario B — Seller Concession %

Scenario B — Buyer Portion %

Part 1 generates the first-meeting guide. Only the fields above are required for Part 1. Complete Part 2 sections after pre-approval and search criteria are defined.

Offers Written

Log each offer — address, date, outcome

PART 2 Search Criteria

Target districts, type, beds/baths, budget, timeline

Target School Districts — select all that apply

Avon Grove Brandywine Chester-Upland Chichester Christina Coatesville Colonial Downingtown Garnet Valley Great Valley Haverford Interboro Kennett Lower Merion Marple Newtown Methacton Octorara Owen J. Roberts Oxford Penn Delco Perkiomen Valley Phoenixville Radnor Red Clay Consolidated Ridley Rose Tree Media Southeast Delco Spring-Ford Springfield Tredyffrin-Easttown Twin Valley Unionville-Chadds Ford Upper Darby Wallingford-Swarthmore West Chester William Penn

Area / Neighborhood Context (optional — qualifiers, sub-areas, exclusions)

Target District Market Snapshot Loading…

District	Active	MOI	cDOM	Median Sold	% at Ask	Signal

Property Type

Min Beds

Min Baths

Min Sq Ft

Budget Range

Preferred Timeline

Additional Criteria

PART 2 Priorities

Must-haves, nice-to-haves, deal-breakers, lifestyle

Must-Haves (one per line)

Nice-to-Haves (one per line)

Deal-Breakers (one per line)

Lifestyle Notes (2–3 sentences)

PART 2 Financing

Pre-approval status, lender, loan type, down payment

Pre-Approval Status

Lender Name

Loan Type

Approved Amount

Down Payment ($)

Estimated Rate %

Cash Buyer?

PART 2 Financial Model

Cash to close, monthly payment, price point comparisons

Model Price

Down Payment %

Transfer Tax — Buyer Portion %

Title + Settlement Fees $

Lender Fees $

Prepaid Items $

Buyer Agent Comp Note

Est. Annual Property Tax $

Est. Annual Insurance $

PMI (monthly) $

HOA (monthly) $

Price Point Comparisons (one per line, format: $Price)

Claude will calculate cash-to-close and monthly payment for each price point.

Financing Scenarios (one per line, format: Label | Down% | Rate%)

Monthly Payment Estimate

Click "Calculate" to see estimated monthly payment and cash to close.

PART 2 Market Snapshot (last 90 days)

Select district to auto-fill stats from absorption data

Primary Market District — select to auto-fill stats below

Price Band / Segment (context only — not used for auto-fill)

Active Listings

Months of Inventory

Avg/Median DOM

Median Sold $

Avg Sold $

% at/above Asking

Price Range (closed)

Inventory Note

Buyer Market Implications (one per line — Claude generates if blank)

PART 2 Timeline

Milestones from pre-approval through closing

Phase 1 (Pre-approval) Timing

Phase 2 (Active search) Timing

Inspection Period (days)

Settlement Target (days)

Timeline Notes (one per line)

PART 2 Next Steps

Action items and special considerations

Next Steps / Action Items (one per line)

Special Considerations (one per line, optional)

PART 2 Comps (optional)

Paste from BrightMLS or enter manually

Selected Comps (one per line)

Or upload a BrightMLS Standard Export spreadsheet to Claude alongside this output.

Outputs

Part 1 — first meeting guide | Part 2 — strategy briefing

Part 1 Output — First Meeting Guide

Part 2 Output — Strategy Briefing

Buyer Intake — Cyr Team Date: —