Portfolio demonstration — Lydia Nichols is a fictional client created by The Yellow Front Door

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Section 03

Pin Down What Matters

A practical intake page to help me understand what you are looking for, what matters most, and what home needs to do for your life.

Let’s separate what matters from what would simply be nice.

Most buyers begin with a mix of needs, hopes, and things they are still figuring out. That is normal. This section helps us sort those ideas before the search gets too narrow.

You do not need perfect answers. A rough answer is still helpful. The goal is to give us a clearer starting point so the homes we view are more aligned with your life, not just your search filters.

Helpful reminder: a must-have should be something that truly affects whether the home works for you. A nice-to-have is something you would love, but could compromise on if the rest of the home made sense.

What are you looking for?

Use this as a starting point. Your answers are saved on this device as you go.

Think layout, bedrooms, accessibility, outdoor space, parking, school area, commute, privacy, pets, or anything that would be hard to compromise on.

We can use this to make the search more useful.

Once we know what matters most, we can make better decisions about which listings are worth viewing, which compromises are reasonable, and which homes look good online but may not fit your life in practice.

This also gives us a clearer way to talk after showings. Instead of asking whether a home was simply “nice,” we can ask whether it actually matched what you said mattered.

Add a note for Lydia.

Have a question, concern, or detail you want me to know? Add it here. You can keep it on this device, or choose to share this specific note with me before we talk.

Pin Down What Matters

Anything that needs more context?

This is a good place to explain a priority that feels complicated, a tradeoff you are unsure about, or something that would be easier to talk through than put into a form.

Lydia Nichols — Elevated Homes

Annapolis Valley Real Estate · 902 555-5555