Lead Intake Form "*" indicates required fields Lead Source*Please Select OneCold CallingSMS BlastHomeowner InformationName* First Name Last Name Email Email Confirm Email Not required but HIGHLY preferred to have this field completedMobile*Best Method of Communication*Please Select OneEmailText MessageCallAny of these optionsShould we get disconnected, what is the easiest way to communicate?Best Time to Call YouPlease Select OneMorningAfternoonEveningAny time worksWhat is the best time of day to talk usually?Property InformationAddress* Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Property County*County (not country) that property is located in: i.e.: Orange, Volusia, Wake, Johnston, etcProperty Type*Please Select an Option2-9 unitsCommercialCondoLandLuxury HomeMobile HomeMobile Home ParkSelf-StorageSingle FamilyTownhousePlease select the appropriate property typeBedroomsBathroomsSquare footageWhat is the heated square footage of the houseSqft TotalIf seller’s doesn’t know, you can find all info here: https://www.countyoffice.org/property-records/Year BuiltLot Size (sf)Enter the total lot square footageGarage/CarportPlease Select an Option1 Car Garage1 Car Carport2 Car Garage2 Car Carport3 Car Garage4+ Car GarageOpen ParkingNoneOtherSpecial View / FrontageYes or no. Then the type of body of water (i.e. Lake, Ocean, River, Pond, etc,)Construction Type Block Frame Brick Metal Prefab What is the property made of. Mobile homes will be prefabPool Above Ground Community Hot Tub/Sauna In-Ground None Other Why Are They Selling?Reason for selling?Good question to build rapport with seller. Why are they looking to sell? How long thinking about selling?e.g.: “For a while, just now because you asked, ect.”What Shape is The Property In?General condition of the propertyLet them do the talking, and maybe it will answer the questions belowAny Recent Updates?Same thing here. They might answer questions below. If they do, then just fill those answers in while they are talking and probe if there is a secondary question to ask.Repairs Needed?If they don’t get into this from the previous questions, then probe with this question.City or Well WaterPlease Select OneCityWellOtherHow does the water come into the house? Does the city/county provide or no.Septic or SewerPlease Select OneSepticSewerOtherHow does the water come into the house? Does the city/county provide or no.Last time well was replaced or repairedHow many years ago was it replaced/repaired? Just a number in this fieldLast time septic was replaced or pumpedHow many years ago was it replaced/repaired? Just a number in this fieldType of PlumbingCPVC, Copper, Pex, Cast Iron, otherAge of PlumbingHow many years ago was it replaced/repaired? Just a number in this fieldType of ElectricalCopper, cloth, knob and tube, otherAge of ElectricalHow many years ago was it replaced/repaired? Just a number in this fieldAge of RoofHow many years ago was it replaced/repaired? Just a number in this fieldAge of HWHHWH is Hot Water Heater. How many years ago was it replaced/repaired? Just a number in this fieldAge of HVACHVAC = Air Conditioning/Heating. How many years ago was it replaced/repaired? Just a number in this fieldFoundation or flooding issuesAdditional Possible Distress PointsOccupancyPlease Select OneOwner OccupiedFamily Member OccupiedTenant OccupiedSquatter OccupiedVacantLand OnlyIs property currently rentedPlease Select OneNoYesAre there any back taxes or liens?Please Select OneNoYesAre there any code enforcement issuesPlease Select OneNoYesDo you currently have a mortgage?Please Select OneNoYesCurrent on Payments?Please Select OneNoYesIs there an HOA?Please Select OneNoYesHoa Amount / Mo.Insurance AmountIf you have homeowner’s insurance, do you know off of the top of your head, about what you pay per year?Is it listed with a Real Estate AgentPlease Select OneNoYesNow That We Hopefully Have Some Rapport Built, Closing QuestionsHow soon are you looking to close?Asking Price*Do you have an asking price in mind? If no, then put “0”Is that price flexible? TRUE If it is flexible, then click “True”Intake NotesAnything else you think is important. Demeanor of the property owner, who the decision makers are, etc. Anything at all.Zestimate:Just the number, no $ signs or , necessaryZillow Property Website Redfin Value:Just the number, no $ signs or , necessaryRedfin Property Website Realtor Value:Just the number, no $ signs or , necessaryRealtor Property Website Trulia Value:Just the number, no $ signs or , necessaryTrulia Property Website Propstream Value:Just the number, no $ signs or , necessary. If you don’t have propstream, just copy Trulia’s value in herePropstream Property Website If you don’t have propstream, just copy Trulia’s value in here Δ
