Financial Indpendence Package Intake Form: Difference between revisions

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(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'''
== ''Section 1 – Contact Information'' ==
* Full Name
* Email
* Phone
* City, State/Province, Country
* Preferred Communication Method (Phone, Email, Text, WhatsApp, Other)


Full Name
== ''Section 2 – Your Land and Build Site'' ==
 
* Do you currently own land? (Yes / No / Under Contract / Searching)
Email
* Land Address or General Location (if owned)
 
* Zoning Type (Residential / Agricultural / Rural / Other / Unknown)
Phone
* Approximate Acreage
 
* Terrain & Access Notes (flat/hilly, trees, driveway length, slope, etc.)
City, State/Province, Country
* Are there building codes in your area? (Yes / No / Unsure)
 
* How do you plan to classify your structure?
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 (if known) (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
** Primary Residence
** ADU
** ADU
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** Barn / Ag Exempt
** Barn / Ag Exempt
** Other / Not sure yet
** Other / Not sure yet
* 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)
'''SECTION 3 – Permitting & Building Department Requirements'''
 
What permits are required in your jurisdiction? (check all that apply)
** Building Permit
** Building Permit
** Zoning / Land Use
** Zoning / Land Use
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** Mechanical / HVAC Permit
** Mechanical / HVAC Permit
** Other / Unknown
** Other / Unknown
 
* Which parties are required on a permit in your area? (check all that apply)
Which parties are required on a permit in your area? (check all that apply)
** Owner-Builder Allowed
** Owner-Builder Allowed
** General Contractor Required
** General Contractor Required
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** Engineer / Architect Stamps Required
** Engineer / Architect Stamps Required
** Not yet determined
** Not yet determined
* What inspections are required? (framing, foundation, electrical, plumbing, mechanical, final, etc.)
* Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure)


What inspections are required? (framing, foundation, electrical, plumbing, mechanical, final, etc.)
== ''Section 4 – Delivery & Site Equipment'' ==
 
* Do you have (or will you have) a way to unload modular sections from a trailer?
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
** Telehandler
** Forklift
** Forklift
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** Will rent equipment
** Will rent equipment
** Not sure yet
** 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)


Is there access for a semi-truck and/or 40–50 ft trailer to reach your build site? (Yes / No / Unsure)
== ''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+)


Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe)
== ''Section 6 – Your Goals & Readiness'' ==
 
* What is your main motivation?
'''SECTION 5 – Utilities & Site Infrastructure'''
 
What will you use for:
** Water (Well / City / Haul-in / Other / Unknown)
** Wastewater (Septic / Sewer / Compost / Unknown)
** Power (Grid / Off-grid / Hybrid)
 
Do you want us to 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
** Financial independence
** Debt-free housing
** Debt-free housing
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** Family legacy
** Family legacy
** Other
** Other
 
* When would you ideally like to start building?
When would you ideally like to start building?
* How soon are you ready to place a deposit if accepted?
 
How soon are you ready to place a deposit if accepted?
** Immediately
** Immediately
** 1–3 months
** 1–3 months
** 3–6 months
** 3–6 months
** 6–12 months
** 6–12 months
 
* Any questions, concerns, or notes?
Any questions, concerns, or notes?

Latest revision as of 18:36, 24 October 2025

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, 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?
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