Lead/Property Information Sheet
Client/Student ____________________________________
Date
__________________________
Owners Name ______________________________________________
Source ___________________________
Cell Phone ______________________ Evening ____________________
Address ___________________________
Asking Price ________________________________________________
City __________________ State_______
What do you think it would appraise for? _________________________
Area of town ______________________
Your comps __________________ Rent comps ____________________
(Zestimate from Zillow)
Existing Mortgage Information (must have)
1st - $______________ Lender ____________________________________
__________%
Pmt _____________
2nd - $_____________ Lender ____________________________________
__________%
Pmt _____________
Is Payment PITI
If asking price and loan
balance are within
$35,000:
Will you sell the house for
what you owe on it?
Yes No (circle one)
If No If we take
over your debt and pay all
closing costs, whats the
least you could accept for
your equity? $ _________
YES OK, Ill have
my boss call to set an
appointment. Whats the
best time?
Yes No
Current? Yes No
If NO $ __________________ in Arrears
If the house has a Mortgage and over
$35,000 equity or A is a no:
If we can agree on a price and we accept all
responsibility for future repairs would you
consider a lease purchase? Yes No (circle one)
If the house is Free & Clear:
If Yes Will you consider taking monthly
payments for your equity? Yes No (circle one)
If No Would you consider a lease purchase
making us responsible for all repairs? Yes No
(circle one)
YES OK, Ill have my boss call to discuss
terms. When is the best time? _______
(get info below)
YES Ill have my boss call to discuss terms.
When is the best time?________(get info below)
NO So youre saying if you dont get full
price and all cash you wont sell? Yes No
(circle one)
NO So youre saying if you dont get full price
and all cash you wont sell? Yes No (circle one)
YES OK, I understand but that wouldnt
make sense for us. Thanks (stop here)
YES OK, I understand but that wouldnt
make sense for us. Thanks (stop here)
NO OK, Ill have my boss call to discuss
several ways he can buy your home. Whats the
best time to call? ___________ (get info below)
NO OK, Ill have my boss call to discuss
several ways he can buy your home. Whats the
best time to call? ____________ (get info below)
How did you arrive at your asking price? ________________________ Reason for selling? _________________________
Does it need repairs? Yes No Approximate amt $ ___________ Vacant Occupied
When do you want to move? ______________
Is the house listed? Yes No
Down $ __________
Month $ __________
Term
Description:
Bed/Bath: ________________
Construction:
Frame
Garage: 0 1 2 Carport
Is it
House
Square Feet: __________________
Brick
Block
Basement
Condo?
Stucco
Refrigerator
Lot Size: ________________
Other___________________________________
Range
Association fee $ ______________
Dishwasher
Month
Year
Notes:______________________________________________________________________________________________________________________________
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