Manual Section 4: Listing Lead Trust Qualifier

DATE: ________________________________

at Keller Williams Integrity

LISTING LEAD TRUST QUALIFIER Hi, this is ____________ from The Bartic Group at Keller Williams Integrity. Before we move forward, I want to make sure I have the best contact information for you.

Name:__________________________________________________________________________________ Best Phone Number:_____________________________________________________________________ Email Address:__________________________________________________________________________ Property Address:________________________________________________________________________ 1. When was the last time you sold a home? ________________________________________________ 2. If it were the perfect situation, when would you like to have the home sold and be in your new home?_________________________________________________________________________________ 3. What’s the reason for the move?_________________________________________________________ 4. Great! Before I come over, is there anything that could impact the value of the home, good or bad, for example, any updates or renovations? Or, on the other side, anything a buyer might have concerns about? _______________________________________________________________________________________ 5. How long have you lived there?_________________________________________________________ 6. How many square feet is it? ____________________________________________________________ a. Above SQFT: __________________ b. Is the basement finished?

Yes

No

Below SQFT: __________________

7. How many stories? ___________ How many bedrooms? ___________ Bathrooms? ___________ 8. What is the lot size? ____________ What does the house back up to?________________________

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at Keller Williams Integrity

LISTING LEAD TRUST QUALIFIER 9. Are you the only one on title?

Yes

No

a. (If YES) Great! Who else is on title? ________________________________________________ b. Will they be present at the appointment?

Yes

No

10. What do you owe on the property?_____________________________________________________ 11. And, do you have a second mortgage?_________________________________________________ 12. Awesome! How much do you think the home is worth? ___________________________________ 13. How much do you want to list the home for?_____________________________________________ 14. Is this the only home you need to sell, or do you have any other investment properties?

Yes

No

Great! The next thing for me to do is come by and view the property. When we meet...

1. We’ll go over the market analysis to establish the highest price we can sell the home for.

2. We’ll review the Estimated Net Sheets so you know exactly what you’ll be walking away with.

3. And I’ll explain what I do to get sellers the highest price possible.

Are nights or weekends better for us to meet?______________________________________________ Great! 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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