Before we speak

A short conversation on paper, before we have it in person.

Everything below helps us show up to our call properly prepared. Most questions are optional. Answer what feels comfortable, skip the rest, and we'll pick it up when we speak.

Takes about five minutes.

Step 1 of 7 · About you

The basics, so we can get in touch.

Your full name

Best email

Best phone Format: 555-123-4567

How did you find us

Step 2 of 7 · The property

Tell us about the home.

Property address Street, city, state, zip is plenty.

Beds Optional

Baths Optional

Approximate square footage Optional

What kind of property is it?

Primary home Second home Investment property

Step 3 of 7 · What's prompting the move

The bit that helps us most.

Nothing here is required. Whatever you can share helps us think properly about your situation before we speak.

What's prompting you to consider selling? Optional

How are you feeling about the timeline?

Flexible, no hard date Soft target There's a hard date driving things

If selling didn't happen in the next few months, what changes? Optional

Nothing much changes It becomes a bigger problem The whole plan shifts Prefer not to say

Step 4 of 7 · Financial position

The numbers, roughly.

These help us prepare an accurate net sheet so nothing catches you by surprise on the call. Rough numbers are perfectly fine, and every field here is optional. Skip anything you'd rather discuss in person.

How's the mortgage looking right now? Optional

Current Behind a bit Significantly behind Paid off Prefer not to say

Approximate mortgage balance Optional Whatever's on the most recent statement, roughly.

HELOC or second mortgage balance Optional

Current interest rate Optional

Step 5 of 7 · Preparing the home

Staging and prep, briefly.

A quick note before the next question. We handle staging and prep end to end. You approve the plan, we manage the contractors and stagers. So the question isn't really "can you organise it," it's whether it fits the plan.

If you knew that staging typically nets sellers between 6 and 8 percent more, would you consider it?

Yes Maybe, I'd like to know more No, not for me No, budget won't stretch right now

Any concerns about prepping the home before sale? Optional

Step 6 of 7 · What matters most

The human bit.

What's the thing that worries you most about this process? Optional

What does a perfect outcome look like for you? Optional

Step 7 of 7 · Nearly there

One last question, then anything else you'd like us to know.

Do you have a price in mind? Optional Even a rough range is helpful. We'll bring proper comps to the call.

Anything you'd like us to know before we speak? Optional

What you share here stays with Matthew and Meg. We don't share it, sell it, or use it for anything other than preparing for our conversation with you.