prompt

Buyer Qualification & Pre-Approval Brief

Interview and document buyer needs, financial readiness, timeline, and constraints to create a targeted property search and negotiation strategy profile.

Updated June 2026
The prompt
Create a buyer qualification profile:

Buyer Information:
- Name & Contact: {{buyer_info}}
- Credit Score Range: {{credit_score}}
- Cash Available for Down Payment: {{available_cash}}
- Pre-Approval Status & Loan Amount: {{preapproval_details}}
- Debt-to-Income Ratio: {{dti}}

Needs & Preferences:
- Property Type Preferences: {{property_preferences}}
- Location & Commute Requirements: {{location_needs}}
- Must-Have Features: {{must_haves}}
- Nice-to-Have Amenities: {{nice_to_haves}}
- Budget Range: {{budget_range}}

Timeline & Logistics:
- Target Close Date: {{close_date}}
- Current Housing Status: {{current_status}}
- Contingencies & Flexibility: {{contingencies}}

Summarize as a search brief for the agent. Highlight financial constraints, priority features, and negotiation boundaries. Create a property filtering checklist.
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Variables

Names, phone, email, marital status
Approximate score or range
Amount saved for down payment
Lender, loan amount, rate, conditions
Debt-to-income percentage
Single-family, condo, town home, etc.
Neighborhood, proximity to work/school
Non-negotiable: garage, yard, schools
Desirable but flexible: pool, view, etc.
Min and max purchase price
Desired closing timeline
Renting, own, relocating, timing
Sale of current home, inspection, appraisal

Details

Author

AI Khazna

License

Security

Type

prompt

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