Contact Information
Appointment Date: (Sets 2 hour window)
Appointment Date
-
Month
-
Day
Year
Date
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Contact Info:
Contact Name:
First Name
Last Name
Cell Phone:
-
Area Code
Cell Phone Number
Home Phone
-
Area Code
Land Line Number
Contact Email:
example@example.com
Best Time and Best Way to Contact you?:
Responsible Parties:
Responsible Parties:
Other Contacts:
Name
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Name
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Name
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
How did you hear about us:
How?
Who can we thank for sending us your Business?:
Who?
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Address
Listing Address:
Listing Address:
Appointment Address:
Appointment Address:
Mailing Address:
Mailing Address:
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Home Information
Is this your personal home, rental, occupied or vacant?
Is this your personal home or rental? Occupied or Vacant?
Personal Home?
Rental?
Occupied?
Vacant?
Other
Are there any covenants, restrictions, homeowner dues?
Are there any covenants, restrictions, homeowner dues?
How Many Bedrooms?:
Bedrooms:
Bathrooms:
Living Rooms
Dining Rooms
Stories
Square Feet
Garages:
Fireplaces and Where
Standout Features:
What would you say are the standout features of your home:
Any Upgrades?
Have you done any upgrades since you purchased?
Describe Exterior Features and the Lot:
Describe Exterior Features and the Lot: Like decks, porches, out buildings, pools, siding, roof, etc.
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Timing and Motivation
When Would you like for this move to happen?:
When Would you like for this move to happen?
What is your target date?:
What is your target date?
Will you be staying in the area or moving away?
If Staying?
Buying
Bought
Renting
Other
If Away: Where?__________
Why have you decided to move there?
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General Information
How Long have your Owned your Home?
How Long?
Do you remember what you gave? (purchase price)
Purchase Price?
YOUR HOME
Are you aware of any repairs that might need to be done?
1)Have you had a recent appraisal or market analysis?
2)Why___?
1)Do you have an idea of what think your home will sell for?
2)How did you arrive at that number?
1)Do you know what your approximate mortgage balance is?
2)Do you have a 2nd?
If necessary, are you prepared to bring money to closing?
On a scale of 1 to 10 how motivated are you to sell your home?
What would it take to get you to a 10?
You mentioned you have/have not had other market analysis, have you spoken to any other agents about the sale?
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Three Final Questions:
(If interviewing) I would like you to make a promise to me. We are going to be putting a lot of time and effort in getting ready for our appointment, please do me a favor and don't list your home with anyone until you've heard what we have to offer that no one else can, is that okay?
Mr Seller, I want to make you aware that there are some agents that will do or say anything to get you to SIGN PAPERWORK on their first appointment, especially if they know we are coming out behind them. If they are pushing you to SIGN, don't SIGN anything until you've heard what we have to offer that no one else can, is that okay?
Mr. Seller, one last question, if everything sounds good, and the price is acceptable, will you be open to putting your home on the market when we come out on_____At____?
Notes
Notes:
Is there anything you would like me to add into the notes of our conversation that you would like Connie to know?
Submit
Submit
Should be Empty: