Lead / Property Information Sheet
Client/Student:
Date:
Source:
Address:
City State:
Area of Town:
Phone:
Email:
Owner’s Name:
Cell Phone: Evening:
Asking Price:
What do you think it would appraise for?:
Your Comps
Rent Comps:
*RealEstateABC.com *Rentometer.com
Existing Mortgage Information (must have)
1st - $ Lender % Pmt
2nd - $ Lender % Pmt
Is Payment PITI? ☐ Yes ☐ No Is Payment Current? ☐ Yes ☐ No If No, $
A
If asking price and loan balance
are within $35,000:
Will you sell the house for what you
owe on it? Check One
B
☐☐ Yes - OK, I’ll have my boss call to
set an appointment.
What’s the best time?
☐☐ Yes - OK, I’ll have my boss call to discuss terms.
What would be the best time to call?
☐☐ No - If we take over your debt and
pay all closing costs, what’s the least
you could accept for your equity?
$
If A is not applicable:
We can either lease your home with an option to buy, or purchase it as soon
as you’re ready to close and we usually pay all the closing costs. Would you
consider taking a monthly payment until we pay you off in full? Check One
(get info below)
☐☐ No - So you’re saying the only way you will sell is if you get all cash now?
Check One
☐☐ Yes - OK, I understand but that won’t work for us. Thanks. (stop here)
☐☐ No - So are you saying you would like to hear how we can buy your
house immediately?
☐☐ Yes - OK, I’ll have my boss call you.
What’s the best time to call?
How did you arrive at your asking price?
Reason for selling?
Does it need repairs? ☐ No ☐ Yes, approximate amount?
☐ Vacant ☐ Occupied
When do you want to move?
Is the house listed? ☐ Yes ☐ No
Client Use Only
Description:
Bed/Bath
in Arrears
Square Feet
(get info below)
Down $
Month $
Term
Lot Size
Construction: ☐ Frame ☐ Brick ☐ Block ☐ Stucco ☐ Other
Garage: ☐ 0 ☐ 1 ☐ 2 ☐
Amenities: ☐ Carport ☐ Basement ☐ Refrigerator ☐ Range ☐ Dishwasher
Is it ☐ House ☐ Condo Association fee $
Notes:
per ☐ Month ☐ Year