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BUYER INTAKE | TASK MANAGER
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DateContact Preference
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ID ConfirmedAdded to Contacts
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CLIENT INFORMATION
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Buyer NamePhone NumberEmailClient Note
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Pets/Kids/Other Considerations
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How did you hear about me? (Origin)ReferralClaudia Ramirez
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Lawyer CONTACT
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Mortgage ProfessionalCONTACT
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ADDITIONAL NOTES
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BUYER NEEDS/WANTS
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WHY BUYING? UpsizingTIMELINE FOR BUYING2 Months
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HAS A HOUSE TO SELL
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SELLER INTAKE SENT
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SELLER FILE STARTED
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PRICE RANGEBUYER EXPERIENCE WITH REAL ESTATEPURCHASING A HOME TO LIVE IN
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Has a Mortgage ProfessionalPURCHASING REVENUE
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Need a RecommendationPURCHASING VACATION PROPERTY
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Pre-Approval Received & Filed
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ADDITIONAL NOTES
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HOME DETAILS
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StylePREFERENCES
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# Bedrooms
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# Bathrooms
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Basement/Finished/Partial/None
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Square Feet AboveDEAL BREAKERS
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Year Built
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Garage
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Lot Size
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Neighborhood Info
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ADDITIONAL NOTES
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SET BUYER MEETING
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In Person MeetingDateNOTES
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Virtual MeetingTime
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Add to Calendar
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BUYER MEETING
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Discuss Buyer Goals and Purchase Expectations
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Learn More About What Type of Property The Buyer is Searching For
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Discuss Communication | Preferences | Frequency
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Discuss Process
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Review & Sign Buyer Paperwork
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NOTES
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