Manual Section 4: Buyer Lead Trust Qualifier

DATE: ________________________________

at Keller Williams Integrity

BUYER LEAD TRUST QUALIFIER Hi, I’m looking for __[their name]__, this is ____________ from The Bartic Group at Keller Williams Integrity. I received your information from __[resource]__.

I have availability to show you some homes this week.

Are nights or weekends better for you?

Nights

Weekends

Okay great, in case we get disconnected, I want to confirm your contact information: Name: _________________________________________________________________________________ Best Phone Number: ____________________________________________________________________ Email Address: __________________________________________________________________________ 1. [Their name], if it were the perfect situation, when would you like to purchase and be living in the new home? ____________________________________________________________________ 2. Do you need to sell a home in order to purchase the new home?

3. (If YES) Excellent! Is that property here locally?

Yes

Yes

No

No

What is the address? _______________________________________________________________ 4. (If NO) Are you currently renting?

Yes

No When is the lease up? _________________

5. Will you be purchasing the home with anyone else?

Yes

No

(If YES) Who else will be on title? ____________________________________________________ 6. Who will be living with you in the new home? ____________________________________________ 7. (If KIDS) Do you have a preference on which school district you’re in?

Yes No (If YES) Okay, great! I’ll send you a link to the school ratings so you can take a look: www.greatschool.org 8. What’s the reason for wanting to purchase a new home? _______________________________________________________________________________________

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at Keller Williams Integrity

BUYER LEAD TRUST QUALIFIER 9. Have you seen any properties in person yet? _______________________________________________________________________________________ 10. [Their name], are you already working with an agent? a. (If YES) Have you signed an agreement?

Yes

Yes

No

No

b. (If YES) What is their name? _______________________________________________________ 11. Do you prefer:

Single-Family Homes

Townhomes

Condos

12. What style of home do you prefer? (Tri-level, ranch, two-story) _____________________________ 13. What the minimum SQFT you’re looking for in a new home? ______________________________ 14. How many bedrooms? ____________

How many bathrooms? ____________________________

15. What about lot size? ______________

Do you need space for pets?

Yes

No

16. Talk to me about garage space. Do you need extra space for any RV’s, big toys, large tools, or antique cars? ______________________________________________________________________ 17. Are there any medical restrictions we need to keep in mind (stairs)?

18. Do you have a preference living in a community with an HOA?

Yes Yes

No No

(If YES) What amenities are you looking for? ___________________________________________ 19. [Their name], in looking for this home, what is the most important aspect?

Size, floorplan, view, kitchen, etc.? ___________________________________________________ 20. What are your top three location choices? _______________________________________________________________________________________

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at Keller Williams Integrity

BUYER LEAD TRUST QUALIFIER 21. Are there any areas you would consider outside of your top three? _______________________________________________________________________________________ 22. Talk to me a little bit about your lifestyle and how it relates to the location of the new home?

Any amenities or access points that are important to you, like the grocery store, airport, work, other family in town, gym, or hiking trails? _______________________________________________________________________________________ 23. [Their name], is there anything else you’d add to the list when you picture your perfect home? _______________________________________________________________________________________ 24. Have you given any though to the price point you’d like to not go over when looking for the next home? _______________________________________________________________________ 25. [Their name], do you know the total monthly payment you’d be comfortable with? _______________________________________________________________________________________ 26. Have you decided on what financing package you’d like to utilize to purchase the home (cash, conventional, FHA, VA).

Yes

No __________________________________________

Great! I’ll have my lender, __[name]__ give you a call this afternoon and provide you all of the available options.

I’m really excited to be working with you! The next step is for us to meet to go over the homefinding process. I have availability today at _______ or tomorrow at _______, which one works better for you?

Circle the animal that most relates to the buyer’s personality.

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