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Consumer Needs Assessment®
Prepared for_______________________________________________
Date:__________________________________________
by________________________________________________________ , C-CREC®
Consumer-Certified Real Estate Consultant®
1. What do you perceive as your most important real estate objective/s at this time? (if more than one, list in order of importance)
My/Our Real Estate Objectives are to:
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
2. An ideal outcome for each objective would be:
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
3. An acceptable outcome for each objective would be:
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
4. Reasonable timeframes for each objective are:
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
5. List any potential roadblocks you perceive in achieving each objective:
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
6. Real estate currently owned & your background in buying/selling properties
____________________________________________________________
____________________________________________________________
7. Other pertinent real estate / financial information:
_______________________________________________________________________
8. Have you had any adverse experiences purchasing/owning/selling real estate?
____________________________________________________________
9. Feasibility analysis for each objective (Completed by consultant)
a. ____________________________________________________________
b. ____________________________________________________________
c. ____________________________________________________________
RECOMMENDATIONS:_________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
RESOURCES REQUIRED:______________________________________________
____________________________________________________________________
____________________________________________________________________
PROPOSED OUTCOME:________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
TIMEFRAMES FOR COMPLETION & MONITORING CHECKPOINTS:
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
POTENTIAL COSTS INVOLVED:________________________________________
____________________________________________________________________
Compiled/updated this__________ day of ______________ , ________ , by
___________________________________ , Real Estate Consultant; for
___________________________________________________________ .
_____________________________
C-CREC®
CC: Office file
Referral Permitted (if applicable) to:____________________________________
Initials ___________ ___________
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