Start Your Plan

The Right Plan Starts With the Right Questions.

Tell us where you are, what you are trying to do and what matters most. The questions will change with your move, because a buyer, seller, right-sizer and tenant should never be treated like the same client.

Tell Us Your Plans I Just Have a Question
Real Estate. Done Differently. Communication Accuracy Preparation Strategy Execution
Understand Before We Advise

We Don't Start With a Sales Pitch. We Start With Your Situation.

The more clearly we understand the goal, finances, property, timing and potential roadblocks, the more useful our first conversation can be.

Clear Communication

We begin by understanding what you are actually trying to accomplish.

Accurate Advice

Good advice depends on good information. The details change the recommendation.

Purposeful Preparation

We identify the numbers, documents and decisions that should be handled before the pressure arrives.

DREG Client Intake

Let's Build the Picture.

Most people finish this in about 5–10 minutes. Only the questions relevant to your move will appear.

1. About You
2. Your Plan
3. Next Step
Step 1

What Kind of Move Are We Planning?

Choose the situation that best fits. The next section will change automatically.

Your Contact Information
Timing + Representation
Step 2

Tell Us About the Move.

The questions below are specific to the path you selected.

Right-Sizing Is a Decision Framework.

We want to understand the home you are leaving, the home you may want next, the numbers, the timing and what you want life to feel like after the move.

The Home You're In Now
Why the Move Is on Your Mind
Know Your Numbers
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The Next Home
Features That Matter
Preparing the Move

Buying Starts Before the Search.

We want to understand financing, timing, location, lifestyle and what would make a home genuinely work for you—not just what fits inside a search filter.

Your Buying Position
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Financing + Budget
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Potential Down Payment Sources
What Are We Looking For?
Property Types You Would Consider
Search Experience + Timing

A Strong Sale Starts With the Property and the Goal.

Pricing, preparation and timing only make sense when we understand the home, your financial position, your next move and what success actually looks like for you.

The Property
Goal + Timing
Numbers
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Condition + Preparation
Known Items We Should Discuss
Preparation You Would Consider if It Supports the Strategy

A Strong Rental Application Starts With Preparation.

We want to understand the home you need and how ready your application package is. Please do not enter SINs, banking passwords, account numbers or government ID numbers here.

The Rental Search
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Property Types You Would Consider
Application Readiness
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This is optional. Do not upload a credit report through this form.
Documents You Can Prepare
Privacy note: This intake is for planning and application preparation. Do not enter your SIN, banking passwords, bank account numbers, government ID numbers or other security credentials. If supporting documents are needed later, DREG can tell you how to provide them securely.
Step 3

How Would You Like Us to Help Next?

Give us anything we should know before we reach out, then confirm how you would like us to follow up.

The Next Conversation
Quick Review

Your Starting Point

Plan Type—
Name—
Timing—
First Question—
Permission to Follow Up
Your intake will be used to prepare for your inquiry and stored in DREG's client-intake records. Marketing consent is separate and optional.
What Happens Next?

We Read It Before We Call You.

The point of the intake is not to replace a conversation. It is to make the conversation better.

We review your goals, timing, numbers and potential roadblocks first so we can ask better follow-up questions and give you a clearer next step.

The DREG Standard

Understand. Evaluate. Strategize. Prepare. Execute.

Clear communication first. Accurate advice next. Then we build the strategy around what you are actually trying to accomplish.