Apex Financial Corporation – Madison, WI 		 
 
 
Needs & Personality Profile

Thank you for taking the time to fill out this vital Needs & Personality Profile.  Your truthful answers to these questions will help us obtain the best fit with your Trusted Real Estate Advisor.  Please remember that this Trusted Advisor will be our recommendation but you ultimately have the final say about who you want to work with on obtaining your new home so please interview them for the job BEFORE you make your decision.  Apex Financial is not offering legal advice in any way and we are in no way compensated for making Realtor recommendations to you.  Should you have any questions please feel free to call our office.

Name:
Address:
City:
State:
Postal Code:
Phone Number:
e-Mail:
How did you hear about Us?
When do you plan purchasing a home?
What city or town do you want to live in?
What Price Range of home are you looking at?
What type of home are you looking for?
What Style?
 (Ranch, 2-Story, Other)
Will you need a Garage?
How many Bedrooms will you need?
How many Bathrooms will you need?
Do you plan on living in the home?
How many members are in your family currently?
Do you plan on an future additions to your family?
If yes, how many? 
How many years do you plan on owning the home?

Please check the following features that are important to you in looking at a home:
Large yard
Deck
Garden
Finished Basement
Ample Kitchen Space
Garage
Patio
Workshop
Child’s Play Room
Dishwasher
Schools
Storage
Office/Den
Workout Area
Distance to Work/School

Please list any additional comments or concerns:
   
 

 

 

 

 

Apex Financial Corporation 6409 Odana Rd Madison, WI 53719