Please fill this out when a lead does not answer the call/ hangs up.
Home Seller Prequalification Form for Agents/ISA
Name of Team Member Taking This Call
*
Lead Source
*
Follow-Up Boss
Go High Level
Vulcan
Zillow
No elements found. Consider changing the search query.
List is empty.
Is this a buyer or a seller?
Buyer
Seller
Was the lead on the DNC list?
*
Yes
No
First Name
*
Last Name
Phone Number
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Email Address
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Address
Street Address
*
City
State
Country
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Eswatini
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Postal Code
Did this buyer lead pick up?
*
Yes
No
Did this seller lead pickup?
*
Yes
No
When did the seller lead hang up?
*
After asking how they've been
After sharing your name
After confirming address
After asking if it has been listed for sale
During sharing how we have helped other sellers
After sharing how we have helped other sellers
After the appointment was set
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List is empty.
When did the buyer lead hang up?
*
After buyer intro?
After asking if they were still interested in purchasing a home?
During sharing how we have helped other buyers?
After sharing how we have helped other buyers?
After the appointment was set
No elements found. Consider changing the search query.
List is empty.
Was An Appointment Set?
*
Yes
No
The Type of Appointment That Needs To Be Set Is
*
Home buyer
Home seller
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List is empty.
How Much Is the Home Listed For?
Best Way to Contact You?
Phone Call
Text
Email
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List is empty.
Ideal Timeline to Sell Your Home
0-30 Days
1-3 Months
3-6 Months
6 Months+
Have you listed the property for sale already? (Yes / No)
Yes
No
No elements found. Consider changing the search query.
List is empty.
Are you currently working with another agent?
Yes – Exclusive Agreement Signed
No- No Agreement Signed
Why are you considering selling?
What's most important to you right now?
Selling quickly
Walking away with maximum profit
Avoiding repairs, showings, stress
Is the property vacant or occupied?
Vacant
Owner-occupied
Tenant-occupied
What is the Current Condition of the Property?
Needs Major Repairs
Needs Some Cosmetic Repairs
Good (No Repairs Needed)
Excellent (Recently Remodeled or brand new)
Have you made any recent updates or renovations? (please give any details)
Yes
No
Which Option Do You Feel Fits You Best?
Cash Offer (fast, as-is, no hassle)
Creative Financing (flexible terms, debt relief, more net than walk-away)
Exclusive Agency Listing (top price, only pay if we bring the buyer)
Not sure — want to see all options
Are you behind on mortgage payments or facing financial challenges?
Yes
No
Prefer not to say
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List is empty.
Do You Currently Rent or Own?
Rent
Own
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List is empty.
If Renting- Are you month-to-month or in a lease?
Month-to-month
Yearly Lease
No elements found. Consider changing the search query.
List is empty.
If owning — Do you need to sell your home first? (Yes / No)
Yes
No
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List is empty.
When Would You Like to Move By?
30 days or less
1-3 months
3-6 months
6 months+
No elements found. Consider changing the search query.
List is empty.
What is Your Ideal Price Range to Purchase Your Home?
$200,000-
$250,000-$300,000
$300,000-$400,000
$400,000-$500,000
$500,000+
$1,000,000+
No elements found. Consider changing the search query.
List is empty.
Have you committed to working with another Realtor?
Yes- Exclusive Agreement Signed
Yes- No Exclusive Agreement Signed
No
Desired Area
Must-Haves in Your Next Home - Bedrooms
1+
2+
3+
4+
5+
6+
No elements found. Consider changing the search query.
List is empty.
Must-Haves in Your Next Home - Features
Open floor plan
Updated/modern kitchen
Large living/family room
Primary bedroom with ensuite bathroom
Walk-in closets
Single Story
Garage
Fenced yard (pets/kids)
Large backyard
Near shopping, dining, entertainment
Access to public transit/highways
No elements found. Consider changing the search query.
List is empty.
Must-Haves in Your Next Home - Bathrooms
1+
1.5+
2+
2.5+
3+
3.5+
4+
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List is empty.
How do you plan to purchase?
Cash
Mortgage
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List is empty.
If Mortgage — Are you pre-approved?
Yes
No
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List is empty.
If Yes — Who are you pre-approved with?
If No — Would you like us to connect you with one of our preferred lenders?
Yes
No
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List is empty.
Will all decision makers be present at the appointment?
Yes
No
Lead Status
*
Fire - Follow Up Daily
Hot - Follow Up Weekly
Gold - Follow up Monthly
Rejected - Closed/Inactive leads
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List is empty.
Listing Type? (Internal- DO NOT ASK THEM THIS)
*
FSBO
Expired
Cash offer
Regular Listing
Creative Financing
Add Call Notes Here
*
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