Dashboard Forums High End Client Program Automation Questions Trust Factor Automation (for Realtor)

1 reply, 2 voices Last updated by n d 5 years, 10 months ago
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    • #27767

      nancy anderson
      Participant
        @nancy@bayareaeliteproperties.com

        @anthony-simonie  @kent-littlejohn  @halle-eavelyn

         

        I am creating my ‘Home Buyer application” and would appreciate feedback/critique, please

        Name-Email- …etc

        I have a home to sell before I purchase     -yes     -no

        I am a first time home buyer     -yes     -no

        The purpose of my purchase is (bubble select)   -primary residence     -2nd home     -investment property

        I would like to purchase a home (bubble select)

        • Now
        • 1 – 3- months
        • 4 – 6 months
        • 6 – 12 months
        • Greater than a year from now

         

        I believe my credit (FICO) score is  (drop down menu)

        • 850-800
        • 799-740
        • 739-700
        • 699-640
        • 639-600
        • 599-568
        • 567 or below

        I would like to purchase a home (drop down menu)

        • Over $1,000,000
        • $850,000 – $1,000,000
        • $700,000 – $799,999
        • $550,000 – $699,999
        • $400,000 – $549,000
        • $300,000 – $399,999
        • $250,000 – $299,999
        • $200,000 – $249,999
        • Under $200,000

        I am prepared to invest this amount on my home purchase (drop down menu)

        • I want to pay Cash
        • Greater than 20%
        • 20%
        • 10%
        • 5%
        • 3.5%
        • 3%
        • $995

        I have already spoken with a mortgage professional     – yes     -no

        I have obtained a conditional approval letter for my home purchase     -yes     -no

        I would like to apply for a down payment assistance mortgage loan     -yes     -no

        Home Buyer consultations are scheduled on Tuesdays, Wednesdays and Thursdays.  The best time of day for me to meet with a consultant is  ‘all times are CDT’ (bubble menu)

        • 10am
        • 2pm
        • 5:30pm

        I can best be reached by phone (open field) _________________

         

         

        What more OR less should be added to this questionairre?  Where / When should the questionairre be used?   I am trying to figure out how to promote my info video and follow it with a link to this questionairre.

         

        Suggestions???

      • #27785

        n d
        Keymaster
          @negeen@coredm.com

          Tagging you in this @tony-liddic / @anthony-simonie 🙂

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