Contact Information Forms

IF YOU ARE A CLIENT DO NOT COMPLETE THE NEXT SECTIONS THESE ARE FOR AGENTS ONLY

Buying and Selling Property for Qualifed Agents Only

If the client is not buying, selling or renting property please do not continue.

AGENT & SITE AUTHENTICATION

Required at the start of every session.
Agent Name

First NameLast Name
Badge Number
Property Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Property Type
Time Arrived

Hour Minutes

AM/PM Option

SECTION A: ACQUISITION (The Foreclosure Solution)

Homeowner Deep-Dive Interview, Agents must ask these questions to uncover the "Pain Points" and "Motivation."
Financial Urgency: * "How many months are you currently behind on your mortgage?"
Are there any other liens? (Tax liens, HOA fines, child support, or mechanic's liens?)"
Has a 'Notice of Sale' or 'Auction Date' been officially published?"
if yes

MonthDayYear
Date
If we could take this mortgage burden off your hands today, what is the #1 thing you need to move forward?" (e.g., cash for a new deposit, help moving, time to find a place).
Are there any family members or other parties on the deed who need to approve this?
Do you have a specific dollar amount in mind for the cash lump sum you need to start over?
Is the property currently in probate or involved in a divorce?
Are all utilities currently turned on and in good standing?
Granular Property Condition Report For every "1" or "2" rating, the app MUST force a photo upload.

1 being terrible and 5 being great conditions
Roof (Signs of "alligatoring"? Multiple layers of shingles? Visible leaks inside?)
Foundation (Do doors stick? Are there horizontal cracks > 1/4 inch? Is there a sump pump?)
Electrical (Is there a Federal Pacific/Zinsco panel? Are there ungrounded outlets?)
Plumbing (Is the main line Lead, Galvanized, or PVC? Any signs of sewage backup?)
HVAC (Age of Unit? [Year]. Does it use R-22 Freon (obsolete)? Does it kick on now?)
Kitchen (Are cabinets solid wood or particle? Are appliances included? Functional?)
Bathrooms (Is there soft subflooring around the toilet? Is the tile original?)
Attic/Crawl (Any signs of pests (droppings)? Visible mold or mildew smells?)
Agent Sentiment: "On a scale of 1-10, how motivated is this owner to sign today?"
SECTION B: DISPOSITION
*Straight Forward Rental
Employment Verification: (Current Employer & Position: [Text]Monthly Gross Income: [Must be 3x Rent]Upload: [Last 2 Paystubs])
Rental History: (Previous Landlord Name & Number: [Text/Phone]"Have you ever been evicted or had a money judgment from a landlord?)
YesNo
Rent-to-own
Down Payment (Option Fee): Amount Available Today Expected Monthly Payment Capacity
Homeownership Readiness: "Do you have a preferred credit repair company, or would you like us to recommend one?" "What is your target date to fully purchase the home (12, 24, or 36 months)?"
YesNo
FOLLOW-UP & CRM SYNC

This section ensures no lead "dies" in the field.
Follow Up Appointment Date:

MonthDayYear
Date
Follow Up Time:

Hour Minutes

AM/PM Option
Upcoming Tasks:
blanksI certify that I have inspected the property to the best of my ability.
YesNo
HOMEOWNER BENEFIT SUMMARY

If we are in the buying process.
Agent Signature

Clear
Should be Empty:

Off The Block Program Inc.

IF YOU ARE A CLIENT DO NOT COMPLETE THE NEXT SECTIONS THESE ARE FOR AGENTS ONLY

Buying and Selling Property for Qualifed Agents Only

AGENT & SITE AUTHENTICATION

SECTION A: ACQUISITION (The Foreclosure Solution)

Granular Property Condition Report For every "1" or "2" rating, the app MUST force a photo upload.

SECTION B: DISPOSITION

*Straight Forward Rental

Rent-to-own

FOLLOW-UP & CRM SYNC

HOMEOWNER BENEFIT SUMMARY