Sample Client Interview Sheet: Home Improvements
This is a 15-page form to aid in intake for a client with a home improvement contractor problem, including information about the buyer, cosigner, contractor, creditor, mortgage broker, dates from documents, estimate amounts, work to be done, status and condition of work, financing, financing charges, payments, foreclosure status, status of work, cure attempts, client wishes, sale description, salesperson statements, repair needs, inspection and estimates, damages, document checklist, witnesses, checklist of warranties provided, and information about the buyer.