TELEPHONE PROSPECT CARD 2026

1. Click ‘Get Form’ to open the TELEPHONE PROSPECT CARD in the editor.
2. Begin by entering the 'Date / Time of Call' at the top of the form. This helps keep track of your interactions.
3. Fill in the 'Rental Apartment Discussed' section to specify which property you are discussing with the prospect.
4. Input the 'Prospect Name' and 'Current Address' fields to personalize your communication and follow-up.
5. Complete the 'Phone' field for easy contact, followed by detailing the 'Reason for Moving' to understand their needs.
6. Indicate how the prospect learned about the rental, along with their desired move-in date and bedroom requirements.
7. Document additional details such as work location, pet ownership, and job type to tailor your offerings effectively.
8. Utilize the notes section for any extra information that may assist in future conversations or follow-ups.
9. After showing a rental location, fill out follow-up details including date shown, quoted rent & deposit, and any objections or likes from the prospect.

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