Seller Appointment Analysis
Midwest Development - Twin Cities Home Buyers - Prestige Real Estate Group
Name of Seller
*
First Name
Last Name
House City
*
Seller Phone Number
*
Format: (000) 000-0000.
House Address
*
Street Address Line 2
City
State / Province
Postal / Zip Code
Type of Property
*
Single Family
Multi Family
Condo
Land
Commercial
Mixed Use
Business
(If multi)Total Number of Units
*
If SFR type in 1, duplex 2, etc
# of Beds
*
# of Baths
*
Garage Stalls
*
single =1, 2 car =2 , etc.. if NO garage = 0
Garage Type
*
Attached
Detached
None
Attached and Detached
Total Finished SqFt
*
approx FINISHED SQFT don't count crappy basement that will be demoed, lol
Year Built
*
Agent Name(your name)
*
Name of Agent / Acq. Specialist going on appointment
Who Set Appointment ISA Name
*
Name of who set appointment
Scheduled Meeting Date/TIme
*
/
Month
/
Day
Year
1
2
3
4
5
6
7
8
9
10
11
12
:
00
30
AM
PM
AM/PM Option
Type of Seller
*
Wants To Sell To Investor
Wants To List
Wants Top Dollar Without Listing
Doesn't Want To Sell-Just Curious
Meeting
*
Conducted
Canceled
Time Frame To Sell
*
0-3 Months
3-6 Months
6-12 Months
1-2 Years
>2 Years
Never
Odds of Conversion
*
100% - I have a signed contract
80% - Very Likely
60% - We have a good shot
40% - Maybe
20% - Unlikely
0% - Dead lead for sure
Outcome of Appointment
*
Site Visit Only - No Offer Made
Accepted Offer
Counter Offer
Considering Offer
Need to talk to other decision maker
Signed Listing
Short Term Listing Potential
Long Term Listing Potential
Long Term Potential
Reschedule
Dead Lead
If Listing Potential only, should we share with group?
*
No: It is an investment Deal
No: I prefer it not be shared
Yes: Please share it with everyone
Lead Distribution
*
Ready to Make Decision - Leave in my FUB
Ready Later - Nurture
Probably Dead - Remove
Sellers Asking Price
*
Lowest price seller may consider
*
Our Offer Amount
*
Should we Increase Offer?
*
Yes
No
Reason To Increase
House in good condition
House bigger/better than public record
Numbers in CMA are too low
Roughly, what would property sell for on MLS in current condition?
*
ARV [After Repaired Value] based on Repairs estimated below.
*
Repair Estimate [ie. what repairs will get us the ARV above - be realistic!!!]
*
Briefly List any repairs/updates needed and approx cost
*
House Condition
*
Poor
Fair
Average
Good
Excellent
List any amenities, recent updates ie new roof, new windows, new HVAC, Recently updated baths/kitchen, etc.
*
What are the next steps:?
*
Do they need to buy after they sell?
Yes
No
Reason For Selling
*
Downsizing
Upgrading
Relocating
Inherited Home
Tired of Being a Landlord
Facing Foreclosure
Description(if sharing with other agents in office)
Paste link to pics:
Google or Dropbox link to pics
Submit
Should be Empty: