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
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Lead Source
*
Is this a buyer or a seller?
Buyer
Seller
Was the lead on the DNC list?
*
Yes
No
First Name
*
Last Name
Phone Number
*
Email Address
*
Address
Street Address
*
City
State
Country
Country
Postal Code
Did this buyer lead pick up?
*
Yes
No
Did this seller lead pickup?
*
Yes
No
When did the seller lead hang up?
*
When did the buyer lead hang up?
*
Was An Appointment Set?
*
Yes
No
The Type of Appointment That Needs To Be Set Is
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How Much Is the Home Listed For?
Best Way to Contact You?
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)
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?
Do You Currently Rent or Own?
If Renting- Are you month-to-month or in a lease?
If owning — Do you need to sell your home first? (Yes / No)
When Would You Like to Move By?
What is Your Ideal Price Range to Purchase Your Home?
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
Must-Haves in Your Next Home - Features
Must-Haves in Your Next Home - Bathrooms
How do you plan to purchase?
If Mortgage — Are you pre-approved?
If Yes — Who are you pre-approved with?
If No — Would you like us to connect you with one of our preferred lenders?
Will all decision makers be present at the appointment?
Yes
No
Lead Status
*
Listing Type? (Internal- DO NOT ASK THEM THIS)
*
FSBO
Expired
Cash offer
Regular Listing
Creative Financing
Add Call Notes Here
*
SUBMIT
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