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Client Qualification Survey

Complete all sections so we can understand your needs and hit the ground running. Once we have this completed, we will provide you the results of the qualification survey and then talk about the best path forward to represent you as your commercial real estate agent.

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Answer the required questions to complete your profile.
1
About you
2
Transaction type
3
Property type
4
Size & location
5
Budget

The amount your lender has qualified you for. If you're still in underwriting, give us the amount you applied for.

No problem — we'll introduce you to lenders we trust who are active in your property type and price range.

Go back and choose a transaction type to see the right budget questions.
6
Timeline & urgency
7
Business profile

You'll be asked to provide existing P&L statements — or, if this is a new business, financial projections.

8
Decision-making process
9
Must-haves & deal-breakers
A few required fields are still missing.

    Request received. ✓