Buyer lifestyle resource library

Template

A buyer intake form becomes useful once it captures the logic behind the search, not just the specs.

The best intake structure gives the agent something usable later: priorities, routines, tradeoffs, and how the buyer wants to decide.

Template blocks

What a buyer intake template should actually include

Budget, financing, timing, must-have constraints

Start with hard boundaries, but do not stop there.

Commute, errands, schools, pets, family patterns

This is where area fit usually becomes clearer.

Top two or three items that outrank the rest

A brief without ranking becomes unstable fast.

Which compromises are worth it and which are not

The shortlist depends on this section more than buyers realize.

Who else is involved and how quickly confidence is needed

This changes how portable the explanation layer must be.

Why this project exists

This is the kind of buyer-intake structure the future tool should simplify and carry forward.

Instead of treating intake as a one-time form, the product direction is to turn that information into a reusable buyer-facing report that keeps the brief visible later.

The next step is not another vague neighborhood email. It is a buyer-side lifestyle report built to make the search easier to personalize and easier to move forward.