BROKER DEBRIEF: HOT LIST Form

HOT LIST [Name] [P] [Criteria] [LAP] [Notes] HOT LIST [Name] [P] [Criteria] [LAP] [Notes] HOT LIST [Name] [P] [Criteria] [LAP] [Notes] HOT LIST [Name] [P] [Criteria] [LAP] [Notes] HOT LIST [Name] [P] [Criteria] [LAP] [Notes] [SCORE] [EML] [Budget]$ [O&A] [Title] [TF] [COE]

[SP]$

[SCORE] [EML] [Budget]$ [O&A] [Title] [TF] [COE]

[SP]$

[Score] [EML] [Budget]$ [O&A] [Title] [TF] [COE]

[SP]$

[SCORE] [EML] [Budget]$ [O&A] [Title] [TF] [COE]

[SP]$

[SCORE] [EML] [Budget]$ [O&A] [Title] MY MONEY Underwriting Walk [TF] [COE]

[SP]$

Last Name

Inspection

SP $

CO-OP

COE

PAY DAY

CYBERGUERRILLATRAINING 2012 2013

www.LearnCGT.com

BROKER DEBRIEF: INTERVIEW Form

BLOCK 1 -PERSONAL INFORMATION [Name] [Best Phone] [Email] [Q] What are your current circumstances? [Name] [Best Phone] [Email]

[Children/Ages] BLOCK 2 Primary SFR MANU Other: [Area] [SF] [Year] NOTES: -SEARCH CRITERIA Vacation Investment CONDO TWNHM LAND MULTI [City] [Beds] [Level]

[Hobbies]

BUDGET $ [Cash] [Pre-Approved] [Referred] [Zip] [Baths] [Lot Size]

[Sub] [Rooms] [Pool/Spa]

[NEEDS] [WANTS] 1. 2. 3.

PRIORITIES

BLOCK 3 -RISK ASSESSMENT MATRIX [Q] Whats your BUDGET? $300k+ (20) $100k-$299k [Q] Whats your TIMEFRAME to make an OFFER? 0-30 Days (20) 31-90 Days [Q] How will you be PAYING for your property? CASH (20) Pre-Approved [Q] Are you WORKING with any other AGENTS? NO (20) 1-5 Others [Q] Will you be living at the property? Investment Property (20) Vacation Home APPOINTMENT [Location]

POINTS (10) (10) (10) (10) (10) $1-$99 (5) 91+ Days (5) NOT Pre-Approved (5) 5 + Others (5) Primary Residence (5) TOTAL SCORE [Date] [Time]

CYBERGUERRILLATRAINING 2012 2013

www.LearnCGT.com