Buyer Interview

TCG Team Member?

Date:*

What is your name?

First Last

Spouses Name

First Last

Spouses Email

Who can we thank for telling you about us?

Lead Source*

Do you currently Rent or Own?*

RENT
OWN
OTHER

When is your lease up?*

Can you break your lease?*

Yes
No

Are you planning on selling your current home or renting it?

What is your current address?

Street Address Address Line 2 City State ZIP Code

What is the best phone number to reach you at?*

2nd Best Phone Number?

What is your email?*

When is the best time to contact you?

Day?
Night?

How do you prefer to be contacted?

Phone
Text
Email

Are you working with a lender?*

Yes
No

Name of Lender

Do you mind if I share a couple of Lenders that we work closely with?

Yes
No

How were you planning on purchasing your home?*

Cash
Loan

How much were you planning to put down?*

Do you know anything about your credit?

Yes
No

Are you interviewing other agent(s)?*

Yes
No

Who and When?

Who?

The name of the agency or agent

When?

How soon are you looking to buy a home?

Do you have an idea of the price range you want to be in?

Have you bought a home in the past?

Yes
No

Was your past experience buying a home good or bad?

Good
Bad

Please explain why it was so

What areas are you looking to buy? Why are you looking in these areas? What are your specific needs? What’s important to you?

When are you available? Best days & times? Schedule appointment

What questions do you have?

Is there anything else we can do for you to ensure we are well prepared for when we meet?

I want to let you know that we will send you a packet of information about our team and what to expect when purchasing a home before we meet. Thank you for calling, we look forward to meeting you! Have a great day!

For Office Use

Appt. Date and TIme

Appt. Time

:

Appt. Date

Zoom meeting with Holly Couture

Meeting Time

:

Meeting Date

Lender Referral

Lender Name

First Last

Lender Email

Lender Company

Lender Phone Number

Is there anything you'd like the Lenders to know? or any questions for the Lender?

Please Type in Full Sentences

Agent Assigned

Is the Appointment complete?

Yes
No

Lead Status (Time Frame):

0-30 Days
30 – 60 Days
60 Days – 1 Year
1 year+

Lead entered in system?

Yes
No

Source of lead

Referal Fee?

Yes
No

to Whom?

Referral Percentage?

Please enter a number from 0 to 100.

ATTACH REFERRAL

Post Referral

Drop files here or

Max. file size: 10 MB.

Post Referral

Accepted file types: jpg, jpeg, png, gif.

Office or Cell

Email

Subdivision/Area

Next 8 Buyers*