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    Buyer Lead Sheet: Buyer Consultation Prequalification Questions

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    William Streety
    This document is a buyer lead sheet for a real estate agent. It collects contact and property information from potential home buyers, including names, addresses, current living situation, price range, timeline, and appointment details. The agent asks questions to prequalify buyers and better understand their needs and preferences.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Buyer Lead Sheet: Buyer Consultation Prequalification Questions

    Uploaded by

    William Streety
    66 views2 pages
    This document is a buyer lead sheet for a real estate agent. It collects contact and property information from potential home buyers, including names, addresses, current living situation, price range, timeline, and appointment details. The agent asks questions to prequalify buyers and better understand their needs and preferences.

    Original Description:

    Real estate form to document the information needed to Capture customers new home requirements.

    Original Title

    Buyer Lead Sheet

    Copyright

    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    This document is a buyer lead sheet for a real estate agent. It collects contact and property information from potential home buyers, including names, addresses, current living situation, price range, timeline, and appointment details. The agent asks questions to prequalify buyers and better understand their needs and preferences.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    66 views2 pages

    Buyer Lead Sheet: Buyer Consultation Prequalification Questions

    Uploaded by

    William Streety
    This document is a buyer lead sheet for a real estate agent. It collects contact and property information from potential home buyers, including names, addresses, current living situation, price range, timeline, and appointment details. The agent asks questions to prequalify buyers and better understand their needs and preferences.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    Buyer Lead Sheet

    Date: ____________________
    Lead Source/Property that prompted call: _____________________________________________________

    CONTACT INFO
    Name _______________________________________________________________________________________
    Email _______________________________________________________________________________________
    Street Address ________________________________ Children’s Names ______________________________
    _____________________________________________ _____________________________________________
    _____________________________________________ _____________________________________________
    Home Phone ________________________________ Cell Phone __________________________________
    Work Phone ________________________________ Fax ________________________________________
    What is the best way to get in touch with you? What times are best?

    Buyer Consultation Prequalification Questions


    1. Has an agent taken you out and shown you any properties?  YES  NO If yes, how’s that
    going?______________________________________________________________________________

    2. Is there anybody else buying the home with you? ___________________________________________

    3. Who will be living in your home?________________________________________________________

    4. How long have you been looking for a home?______________________________________________

    5. I’m just curious, why are you moving? ____________________________________________________

    6. Are you renting or do you own now?  RENT  OWN


    Renter: Do you know when your lease is up?_______________________________________________
    Owner: Do you need to sell your current home before you buy your next one?  YES  NO
    If yes: Have you signed a listing agreement with a real estate agent to sell your home?
     YES  NO
    If no: When would be a good time for us to get together so I can give you a free market
    analysis on your home?__________________________________________________________

    7. Are you going to be paying cash or will you be getting a mortgage for the purchase of your home?
     CASH  MORTGAGE
    Mortgage: Have you already been preapproved by a lender? ___________________________________
    If yes: Who are you working with? _________________________________________________
    What is the amount you are preapproved for? _______________________________________
    What will your down payment be?_________________________________________________
    If you want to recommend a lender. I have three trusted lenders who always provide top quality
    service. They often help buyers save money either on a monthly basis or on initial costs. Would
    you like their contact information? _________________________________________________

    Ignite Toolkit – v3.2 © 2011 Keller Williams Realty, Inc. - B-2 - BUYER LEAD SHEET PAGE 1
    8. What price range are you comfortable with? ____________________ Is there anyone else who will be
    involved in your home-buying decision? ___________________________________________________

    9. On a scale of 1 to 10, with 10 meaning you must buy a home as quickly as possible and 1 meaning you
    are not sure you’ll really buy anything, how would you rate yourself? ____________________________
    Anything less than 10: What would it take for you to become a 10? ______________________________

    10. When do you need to be in your new home?_______________________________________________

    11. I’d love to help you buy a home. In order to help you find a perfect home, all we need to do is set an
    appointment (with all of the decision makers), so I can help you get what you want in the time you want.
    What is a better time for us to meet? (day) at (time) ,
    or (alternate day) at (alternate time) ?
    Appointment date and time: ___________________________________________________________________

    Other Information

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    Information to Remain Confidential

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    __________________________________________________________________________________________

    Behavioral Style: D I S C

    Ignite Toolkit – v3.2 © 2011 Keller Williams Realty, Inc. - B-3 - BUYER LEAD SHEET PAGE 2

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