1. In-Town Buyer Lead Sheet
Date: _____________________ Lead Source: ___________________________________________
CONTACT INFO
Name
Email
Current Address Children (names/ages)
Home Phone Cell Phone
Work Phone Fax
Best 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. Length of time looking for a home _____________ See anything good? Yes No
If yes, description _______________________ If no, why not?
_________________________________________ ____________________________________
Reason for not purchasing _________________ _________________________________
_____________________________________ _________________________________
5. Reason for move _____________________________________________________________
6. Current situation: rent or own? (circle one)
Renter: When is lease up? Owner: Need to sell existing home? Yes No
______________________________ If yes, working with a listing agent? Yes No
If yes, who? ________________________________
Date/time for listing consultation _________________
7. Method of financing: cash or mortgage
Mortgage: Preapproved by a lender? Yes No
Preapproved: Lender’s name __________________________ Phone: _______________
Mortgage amount __________________ Down payment amount _________________
Recommend lenders? Yes No If yes, who? ___________________________________
8. Preferred price range _____________________
9. Names and relationship of others involved in the home buying decision ____________________
_________________________________________________________________________
10. Level of motivation to buy: 1 2 3 4 5 6 7 8 9 10
Anything less than 10: What would it take to become a 10? ____________________________
When do you need to be in your new home? ______________________________________
10. Appointment date and time:_____________________________________________________
Other information _______________________________________________________________
_____________________________________________________________________________
Need for confidentiality ___________________________________________________________
Behavioral style: D I S C
© 2008 Keller Williams Realty, Inc.