Mentor/ISA Follow-Up Form
Enter Your Prospect's Details for a Follow-up Call from a Team Mentor
Mentee/ISA Requesting Follow-up
*
Please Select
Marcus Barefield
Joshua Bernal
Nate Beverly
Haley Brenner
Samanthra Bynoe-Cannon
Kiesha Curtis
Candice Graham
Rennies Medina
Angela Mendoza
Maggie Bravo
Mentor/Agent Being Requested
*
Please Select
Patrick King
Kiesha Curtis
Haley Brenner
Name of Prospect
*
First Name
Last Name
Have you Completed Buyer/Seller Info Form in SISU? (Applies to captured leads only, engaged leads are not to be added in SISU)
*
Please Select
Yes
No
Follow-up Via
*
Please Select
Phone Call
Zoom Meeting
Preferred Appointment Day/Time:
Secondary Appointment Day/Time:
What Documents Will Mentor Need for the Call?
Comparative Market Analysis (CMA)
Contract
Net Sheet
Closing Cost Worksheet
Other
What Type of Other Document Needed, if any?
Purpose of the Call/Relevant Notes
*
Submit
Should be Empty: