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