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Buyer worksheet 2026

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  1. Click ‘Get Form’ to open the buyer worksheet in the editor.
  2. Begin by entering your personal information, including your name, address, phone number(s), and email address. This ensures that all communication is streamlined.
  3. Indicate your current living situation by selecting whether you own or rent. If you must sell to purchase, please check that option as well.
  4. Fill in your ideal price and payment amounts. This helps clarify your budget and financial expectations.
  5. Answer the preapproval question. If applicable, specify with whom you are preapproved for a mortgage.
  6. List the areas you are interested in and any specific requirements such as minimum bedrooms or bathrooms, garage needs, and lot size.
  7. Provide additional details about deal breakers and compromises you're willing to make during your home search.
  8. Review the Buyer’s Pledge of Performance section to understand the commitments made on your behalf by your agent.

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