Buyer lead sheet 2026

1. Click ‘Get Form’ to open the buyer lead sheet in the editor.
2. Begin by entering the date at the top of the form. This helps track when the lead was generated.
3. In the 'Lead Source/Property' section, specify where you received this lead from, providing context for your follow-up.
4. Fill out the 'CONTACT INFO' section with your name, email, and address. Ensure accuracy for effective communication.
5. Complete the 'Children’s Names' field if applicable, as it may influence housing decisions.
6. Provide all phone numbers and indicate your preferred contact method and times for convenience.
7. Answer the prequalification questions honestly to gauge readiness and needs. This includes details about current living situations and financial status.
8. Finally, schedule an appointment by selecting a suitable date and time for further discussions on home buying.

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