OPP's Client Evaluation Form

Client Evaluation Form - Form #24 (Revised 5Mar06 08:30)
Use this form to evaluate a new client's needs.	Date:
Contact Name:	OPP Rep:
Address:	Work Name:
Phone(s): (Home & Work)	City, ST, Zip:
Email Address:	Cell & or Fax:

Options You are Looking for in a Property:
# of Bedrooms	# of Bathrooms	Garage	Basement	# of Floors	Square Footage
1 2 3 4 5 6	1 2 3 4	YES NO	YES NO	1 2 3 4
Type of Property Interested In (check all that apply): ¨ Investment Property ¨ Single Family Dwelling ¨ 2-4 Family Dwelling ¨ Manufactured Homes ¨ Mobile Homes ¨ Condo's ¨ Vacant Lots ¨ Primary Residence ¨ Second Home

Do you currently own other Investment Properties: YES NO

If YES, how many properties & where:

When do you expect to purchase your next property: ¨ As soon as possible ¨ Within 30 days ¨ 60 days ¨ 90 days

In what condition would you like for the property be in that you are looking for:
¨ Rough, you or your group will do all the work ¨ In Rehab, currently being worked on ¨ Ready to move in/rent

Are you planning to do your own construction/rehab on the property you want to buy: YES MAYBE NO

If NO, would you be interested in OPP managing the construction/rehab of your property: YES MAYBE NO

What type of financing you are interested in (if any): ¨ None, you will be paying cash/check
¨ You will be making your own financial arrangements ¨ Conventional Purchase ¨ Non-Conforming ¨ 1st Mortgage

If you need financing, would you be interested in OPP referring you to a Mortgage company: YES MAYBE NO

Are you interested in OPP referring you to a Title company: YES MAYBE NO

Who will manage your property:
¨ You will ¨ You are already working with a Management company ¨ You are looking for a management company

If you are looking for a management company, would you be interested in OPP managing
your property: YES MAYBE NO

Property Initially Interested In (if any, at this time):
Address(s):
OPP's Property ID #:	OPP's Location Code:
Selling Price:	Seller's Estimated Value:
Notes: