Financial Indpendence Package Intake Form: Difference between revisions
(Created page with "'''Financial Independence Package – Intake Form''' Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you. '''SECTION 1 – Contact Information''' Full Name Email Phone City, State/Province, Country Preferred Communication Method (Phone,...") |
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= Financial Independence Package – Intake Form = | |||
Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you. | Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you. | ||
== Section 1 – Contact Information == | |||
Full Name | Full Name | ||
| Line 15: | Line 15: | ||
Preferred Communication Method (Phone, Email, Text, WhatsApp, Other) | Preferred Communication Method (Phone, Email, Text, WhatsApp, Other) | ||
== Section 2 – Your Land and Build Site == | |||
Do you currently own land? (Yes / No / Under Contract / Searching) | Do you currently own land? (Yes / No / Under Contract / Searching) | ||
| Line 21: | Line 21: | ||
Land Address or General Location (if owned) | Land Address or General Location (if owned) | ||
Zoning Type | Zoning Type (Residential / Agricultural / Rural / Other / Unknown) | ||
Approximate Acreage | Approximate Acreage | ||
| Line 38: | Line 38: | ||
Have you spoken with your local building department yet? (Yes / No / Scheduled / Not yet but will) | Have you spoken with your local building department yet? (Yes / No / Scheduled / Not yet but will) | ||
== Section 3 – Permitting & Building Department Requirements == | |||
What permits are required in your jurisdiction? (check all that apply) | What permits are required in your jurisdiction? (check all that apply) | ||
| Line 64: | Line 64: | ||
Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure) | Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure) | ||
== Section 4 – Delivery & Site Equipment == | |||
Do you have (or will you have) a way to unload modular sections from a trailer? | Do you have (or will you have) a way to unload modular sections from a trailer? | ||
| Line 78: | Line 78: | ||
Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe) | Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe) | ||
== Section 5 – Utilities & Site Infrastructure == | |||
Water Source (Well / City / Haul-in / Other / Unknown) | |||
Do you want | Wastewater (Septic / Sewer / Compost / Unknown) | ||
Power (Grid / Off-grid / Hybrid) | |||
Do you want help with electrical, plumbing, and HVAC installation? (Yes / No / Maybe) | |||
Target installation timeline (1–3 months / 3–6 months / 6–12 months / 1 year+) | Target installation timeline (1–3 months / 3–6 months / 6–12 months / 1 year+) | ||
== Section 6 – Your Goals & Readiness == | |||
What is your main motivation? | What is your main motivation? | ||
Revision as of 18:34, 24 October 2025
Financial Independence Package – Intake Form
Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you.
Section 1 – Contact Information
Full Name
Phone
City, State/Province, Country
Preferred Communication Method (Phone, Email, Text, WhatsApp, Other)
Section 2 – Your Land and Build Site
Do you currently own land? (Yes / No / Under Contract / Searching)
Land Address or General Location (if owned)
Zoning Type (Residential / Agricultural / Rural / Other / Unknown)
Approximate Acreage
Terrain & Access Notes (flat/hilly, trees, driveway length, slope, etc.)
Are there building codes in your area? (Yes / No / Unsure)
How do you plan to classify your structure?
- Primary Residence
- ADU
- Farm Building
- Barn / Ag Exempt
- Other / Not sure yet
Have you spoken with your local building department yet? (Yes / No / Scheduled / Not yet but will)
Section 3 – Permitting & Building Department Requirements
What permits are required in your jurisdiction? (check all that apply)
- Building Permit
- Zoning / Land Use
- Septic / Wastewater
- Well / Water Access
- Driveway / Access
- Electrical Permit
- Plumbing Permit
- Mechanical / HVAC Permit
- Other / Unknown
Which parties are required on a permit in your area? (check all that apply)
- Owner-Builder Allowed
- General Contractor Required
- Licensed Electrician Required
- Licensed Plumber Required
- Licensed HVAC Required
- Engineer / Architect Stamps Required
- Not yet determined
What inspections are required? (framing, foundation, electrical, plumbing, mechanical, final, etc.)
Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure)
Section 4 – Delivery & Site Equipment
Do you have (or will you have) a way to unload modular sections from a trailer?
- Telehandler
- Forklift
- Crane
- Tractor with forks
- Will rent equipment
- Not sure yet
Is there access for a semi-truck and/or 40–50 ft trailer to reach your build site? (Yes / No / Unsure)
Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe)
Section 5 – Utilities & Site Infrastructure
Water Source (Well / City / Haul-in / Other / Unknown)
Wastewater (Septic / Sewer / Compost / Unknown)
Power (Grid / Off-grid / Hybrid)
Do you want help with electrical, plumbing, and HVAC installation? (Yes / No / Maybe)
Target installation timeline (1–3 months / 3–6 months / 6–12 months / 1 year+)
Section 6 – Your Goals & Readiness
What is your main motivation?
- Financial independence
- Debt-free housing
- Homestead / land freedom
- Off-grid independence
- Family legacy
- Other
When would you ideally like to start building?
How soon are you ready to place a deposit if accepted?
- Immediately
- 1–3 months
- 3–6 months
- 6–12 months
Any questions, concerns, or notes?