Professional Documents
Culture Documents
"I see that you have registered on our website _________, looking for houses in (area) and I wanted to
follow up if you have already found your perfect home
If own: “Do you need to sell your house before you buy?” ______
“Is your house currently on the market?” Y/N
Agent:
“How have you been looking at homes? Have you been going to open houses or do you have an agent showing you
homes?” _______
Mortgage:
“Out of curiosity, are you going to be paying cash or do you plan to get a loan?”_____
If loan, “Great I’m going to have one of my preferred lenders give you a call.”
Appt:
“Now do you need a 3-bed, 2-bath, etc…”
(Ask just a little bit about criteria – don’t do wants/needs over the phone!).
“. As you are still early in search, we want you to be able to move at your pace and never feel rushed or
pressured. We want you to have access to all the area information as well as area listings to help you make
your decision. Our Buyers agent will reach out to you to check in and make sure that the information you are
receiving still matches what you need. What would be a good time, morning or afternoon? (Set appointment)
You may also reach out to us any time, with any questions. Our goal through this process is to make sure you
have what you need so when the time is right we can hit the ground running! Consider it your own personal
concierge service for the area!!
We can also look at some house online and maybe we can go and out and look at some houses. (NOT A
QUESTION)
What time works for you? ___________at __________ or __________at _____________?”
Criteria: Beds: ____ to ____ Baths: ____ to ____ Sq ft: _____ to _____
Other criteria:_____________________________________________________________
6‐12 months out: “I totally understand. Is there anything in particular that’s keeping you from wanting
to get into a new home sooner, rather than later? Ok, I totally get that! Feel free to browse our website
it is the most up to date website in ________.. When you see something you would like more info on, or to see, please
click on the Request Info, or Schedule Showing button and we’ll get right back with you
Follow up Schedule:
If Buyer is ready to buy a home now – Schedule follow up tasks and call him twice a week
If Buyer is 1‐3 Months out from Buying a home – Schedule follow up tasks and call him weekly If Buyer
is 4‐6 Months out from Buying a home – Schedule follow up tasks and call him monthly
If Buyer is 6+ Months out from Buying a home – Schedule follow up tasks and call him every 45 days