Address: __________________________________________________________________________________________
Address: ____________________________________________________________________
Address: ___________________________________
SELLER QUESTIONNAIRE
What day do you want to close in a perfect scenario?
d
Will you and co-owner(s) be local on the day of closing?
☐ Yes ☐ No
Has it been less than three years since you purchased this property?
☐ Yes ☐ No
Do you have survey available?
☐ Yes ☐ No ☐ Not sure
Have you made permanent changes to the property since survey was done?
☐ Yes ☐ No
Are you legally married?
☐ Yes ☐ No
Are you a US citizen?
☐ Yes ☐ No
Is the property a vacation rental?
If yes, please fill out vacation rental information sheet.
☐ Yes ☐ No
EMERGENCY CONTACT INFORMATION
Name
d
Phone
d
MORTGAGE
Is the property being financed?
☐ Yes ☐ No
What is your payoff balance of the mortgage?
d
PLEASE PROVIDE A COPY OF YOUR LAST MORTGAGE STATEMENT
Co-Borrower?
☐ Yes ☐ No
Co-Borrower’s Name
d
Mortgage Company Name
d
Mortgage Company Phone
d
Do you have a second mortgage?
☐ Yes ☐ No
Do you have a HELOC?
☐ Yes ☐ No
Do you have solar panels with an outstanding balance?
☐ Yes ☐ No
ADDITIONAL LIEN HOLDERS’ CONTACT INFO
Are you up to date on your mortgage payments?
☐ Yes ☐ No
If not current, how far behind are you?
d
If not current, has your bank reached out to you?
d
If not current, are you allowed to sell the property?
d
Who is your POC?
d
Is your loan assumable?
☐ Yes ☐ No
If yes, what is the interest rate?
d
If yes, who is the POC?
d
MAJOR ITEMS INFORMATION
Age/Inspection
Type/Description/Location
Roof
HVAC
Water Heater
Electrical Wiring
Plumbing
Septic
Windows
Lawn Pump
Pool
Hurricane Shutters
PROPERTY UPDATES
Update Type
When
Est Cost
d
d
d
d
d
d
d
d
d
d
d
d
If work was done to the property, did you have proper permits?
☐ Yes ☐ No ☐ Not sure
Are there any open permits?
☐ Yes ☐ No ☐ Not sure
UTILITIES/SERVICES
Company
Est Cost
Electric
Water/Sewer
Gas
Trash
Recycling
Cable
Internet
Pest Control
TERMITE BOND
Is there an active termite bond on the property?
☐ Yes ☐ No
Is the bond transferable?
☐ Yes ☐ No ☐ Not sure
Company name
HOMEOWNER’S INSURANCE
Premium Amount
Company
Contact Person
Address
Phone
FLOOD INSURANCE
Elevation certificate
☐ Yes ☐ No
Premium Amount
Company
Contact Person
Address
Phone
Email
HOMEOWNER’S ASSOCIATION CONTACT INFORMATION
Name of Association
Contact Person
Address
Phone
Email
MAJOR ITEMS INFORMATION
Roof
Age/Inspection:
d
Type/Description/Location:
d
HVAC
Age/Inspection:
d
Type/Description/Location:
d
Water Heater
Age/Inspection:
d
Type/Description/Location:
d
Electrical Wiring
Age/Inspection:
d
Type/Description/Location:
d
Plumbing
Age/Inspection:
d
Type/Description/Location:
d
Septic
Age/Inspection:
d
Type/Description/Location:
d
Windows
Age/Inspection:
d
Type/Description/Location:
d
Lawn Pump
Age/Inspection:
d
Type/Description/Location:
d
Pool
Age/Inspection:
d
Type/Description/Location:
d
Hurricane Shutters
Age/Inspection:
d
Type/Description/Location:
d
PROPERTY UPDATES
Update Type
d
When
d
Est Cost
d
If work was done to the property, did you have proper permits?
☐ Yes ☐ No ☐ Not sure
Are there any open permits?
☐ Yes ☐ No ☐ Not sure
UTILITIES/SERVICES
Electric
Company
d
Est Cost
d
Water/Sewer
Company
d
Est Cost
d
Gas
Company
d
Est Cost
d
Trash
Company
d
Est Cost
d
Recycling
Company
d
Est Cost
d
Cable
Company
d
Est Cost
d
Pest Control
Company
d
Est Cost
d
TERMITE BOND
Is there an active termite bond on the property?
☐ Yes ☐ No
Is the bond transferable?
☐ Yes ☐ No ☐ Not sure
Company name
d
HOMEOWNER’S INSURANCE
Premium Amount
d
Company
d
Contact Person
d
Address
d
Phone
d
d
FLOOD INSURANCE
Elevation certificate
☐ Yes ☐ No
Premium Amount
d
Company
d
Contact Person
d
Address
d
Phone
d
Email
d
HOMEOWNER’S ASSOCIATION CONTACT INFORMATION
Name of Association
d
Contact Person
d
Address
d
Phone
d
Email
d
Dues & Assessments
Amount
Frequency
Dues
Current Assessment
New Buyer Fee
Dues & Assessments
Stay
Take
Washer/Dryer? (Not expected)
Refrigerator(s)? (Expected)
Electric entry keypad?
Video doorbell/security system?
Any smart home items i.e., thermostat, light bulbs/switches, etc.?
Any items attached to the wall such as TV wall mounts?
Any large items such as pool table, children’s playground, trampoline etc.?
Are there any other items not listed that will convey?
Are there any other items not listed that will not convey?
Dues & Assessments
Dues
Amount
d
Frequency
Dues & Assessments
Current Assessment
Amount
d
Frequency
d
Dues & Assessments
New Buyer Fee
Amount
d
Frequency
d
Dues & Assessments
Washer/Dryer? (Not expected)
Stay
d
Take
d
Dues & Assessments
Refrigerator(s)? (Expected)
Stay
d
Take
d
Dues & Assessments
Electric entry keypad?
Stay
d
Take
d
Dues & Assessments
Video doorbell/security system?
Stay
d
Take
d
Dues & Assessments
Any smart home items i.e., thermostat, light bulbs/switches, etc.?
Stay
d
Take
d
Dues & Assessments
Any items attached to the wall such as TV wall mounts?
Stay
d
Take
d
Dues & Assessments
Any large items such as pool table, children’s playground, trampoline etc.?
Stay
d
Take
d
Are there any other items not listed that will convey?
d
Are there any other items not listed that will not convey?
Management Company
Best point of contact for access instructions?
Can you provide rental history?
☐ Yes ☐ No
Can you provide cost to own information?
☐ Yes ☐ No
Can you provide rental gross/net income?
☐ Yes ☐ No
Do you sell furnished?
☐ Yes ☐ No
Do you own the linens?
☐ Yes ☐ No
Management Company
Best point of contact for access instructions?
d
Can you provide rental history?
☐ Yes ☐ No
Can you provide cost to own information?
☐ Yes ☐ No
Can you provide rental gross/net income?
☐ Yes ☐ No
Do you sell furnished?
☐ Yes ☐ No
Do you own the linens?
☐ Yes ☐ No
Travis Moe Realtor
Office: 4460 Legendary Dr Suite 300A, Destin, FL 32541, United States
© Copyright 2025. Travis Moe Realtor. All rights reserved.