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 statusApproximate score or rangeAmount saved for down paymentLender, loan amount, rate, conditionsDebt-to-income percentageSingle-family, condo, town home, etc.Neighborhood, proximity to work/schoolNon-negotiable: garage, yard, schoolsDesirable but flexible: pool, view, etc.Min and max purchase priceDesired closing timelineRenting, own, relocating, timingSale of current home, inspection, appraisalDetails
Author
AI Khazna
License
—
Security
—
Type
prompt
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