Contact Info Sheet
Part 1:
1. Motivation
2. Rapport
3. Temp Check
4. Edify
Yes
No
Part 2 Seller:
5. Competition
Yes
No
6. Timeframe
7. Location
House:
8. Subject Property Address
9. (If, different address for concierge)
10. General description of home
11. Bed
12. Bath
13. Sqft
14. Garage(s)
14. parking space(s)
15. Updates & modifications
16. Anything else that would help sell for more
17. Any work needed
18. If Rental/2nd home
Rental
2nd Home
a. Occupied/Vacant?
Occupied
Vacant
b. $ Rent
c. Do tenants know
Yes
No
d. When does lease expire?
19. Home rating 0-10 for “neighborhood”
20. What would make it a 10
FINANCIALS
21. Is selling plan A?
22. Realistic Home Price
23. Research
24. When bought
-
Month
-
Day
Year
25. Payoff
26. Any behind mortgage, tax or utility (HOA)
27. Liens, 2nd mortgage, HELOC, not paid contractor, business or medical
28. Net they want to walk away with
29. What if we don’t
30. ALL Decision makers
31. All Attending consultation
32. Qualities in realtor
33. Anything else
Part 2: Buyer :
34. Competition
Yes
No
35. Timeframe
36. Renting
Yes
No
37. Lease expiration
-
Month
-
Day
Year
38. Desired location
39. Description of dream home
40. Bed
41. Bath
42. Sqft
Other
44. Price or payment
45. Cash or loan
46. Credit Score
47. Cash on hand
48. Prequalified
Yes
No
49. Lender contact info
50. Have one to sell
Yes
No
51. ALL decision makers
52. All attending consultation
Yes
No
53. Qualities in realtor
54. Anything else
Part 3 Next Step
55. Verbalize 3 things: Motivation and Price, Interview each other, and Sign paperwork
56. Questions
Part 4 Deadline:
57. Date/Time
-
Month
-
Day
Year
Hour Minutes
AM
PM
AM/PM Option
58. Location
59. Committed to 1 hr nothing in the way
Yes
No
60.
4 prep points: Email, Video, Mortgage/Warranties/Bonds, Timeline
61.
Thank
Edify
Excite
Appointment Checklist:
ON THE PHONE
Fill out contact info sheet COMPLETELY
Verify Name(s)
Verify Phone
Verify Email
Verify Date/Time/Location/Address
ID all parties
Set Calendar Event
AFTER PHONE - IN ORDER
Update ALL name spots if different
Status → Hot
Select Edit → Enter appt date/time
Set appropriate plan
Select appt tab in Brivity and fill in details
Fill in any additional notes
Attach contact info sheet
Submit
Should be Empty: