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Get Seller Lead Sheet
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How to fill out the Seller Lead Sheet online
The Seller Lead Sheet is an essential document that helps facilitate the home selling process. This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently online.
Follow the steps to successfully complete the Seller Lead Sheet.
- Click ‘Get Form’ button to obtain the form and open it in the online editor.
- Enter the lead assigned to you in the 'Lead Assigned to' section, followed by the date and lead generator.
- Indicate the lead status by selecting the appropriate time frame options (A, B, or C).
- Set the appointment by filling in the date and time in the 'Appt. Set' section.
- Identify the lead source by providing detailed information in the designated section.
- If applicable, check the box for either '$' or 'GRE' and fill in the preferred title company if necessary.
- Provide contact information for any referrer or builder, including referral fee details if relevant.
- Fill out the prospect’s name, spouse's name, and property address, including city, state, and zip code.
- Provide phone numbers, email address, and return call time for easy contact.
- Answer the questions about the property title, reasons for selling, and future plans.
- Detail the property characteristics such as bedroom and bathroom counts, age, and special features.
- Discuss any updates done to the home and provide information about pricing and previous sales experience.
- Conclude by filling out any additional notes and confirming you have all necessary information.
- Once all sections are complete, save changes, and choose to download, print, or share the form as needed.
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