Out-of-Town Buyer Lead Sheet

Date: _____________________ Lead Source: ___________________________________________

CONTACT INFONameEmail

Street Address Children (names/ages)

Home Phone Cell PhoneWork Phone FaxBest way to get in touch

Best times

Buyer Consultation Prequalification Questions

1. Already working with a buyer’s agent? __________________________________________________________________________

2. Is this a single purchaser? Yes No If no, who else?

3. People who will live in the house

4. Reason for the move Job transfer: Relocation company involved?

5. Started looking for a home? Yes No If yes, see anything good? Yes No If yes, description _____________________ If no, why not?___________________________________

Reason for not purchasing _______________

___________________________________

6. Date of move ______________________ Moving into new home upon arrival? Yes No MaybeNo or Maybe: Need transitional housing?

7. Current situation: rent or own? (circle one) Own: Need to sell existing house in

order to buy? Yes NoIf yes, where? ________________________ Have a listing agent? Yes No If yes to have an agent, who? ____________________________ Phone:

Recommend listing agent? Yes No If yes, who

8. Method of financing: cash or mortgage

Mortgage: Preapproved by a lender? Yes No

© 2008 Keller Williams Realty, Inc.

Preapproved: Lender’s name ___________________________ Phone

Mortgage amount Down payment amount Recommend lenders? Yes No If yes, who?

9. Preferred price range ________________________10.Date of trip to look for property_____________________11.Level of urgency to buy: 1 2 3 4 5 6 7 8 9 10

Anything less than 10: What would it take to become a 10?

12. Appointment date and time:

Other information

_____________________________________________________________________________

_____________________________________________________________________________

Need for confidentiality

Behavioral style: D I S C

© 2008 Keller Williams Realty, Inc.