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SELLER INFORMATION SHEET Lead Assigned to: Agent to Initial When Appt. Completed: Date: Lead Generator: Needs: B S L Lead Status (Time Frame): A B C Appt. Set (Date/Time): Lead Source: Check one:.

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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.

  1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
  2. Enter the lead assigned to you in the 'Lead Assigned to' section, followed by the date and lead generator.
  3. Indicate the lead status by selecting the appropriate time frame options (A, B, or C).
  4. Set the appointment by filling in the date and time in the 'Appt. Set' section.
  5. Identify the lead source by providing detailed information in the designated section.
  6. If applicable, check the box for either '$' or 'GRE' and fill in the preferred title company if necessary.
  7. Provide contact information for any referrer or builder, including referral fee details if relevant.
  8. Fill out the prospect’s name, spouse's name, and property address, including city, state, and zip code.
  9. Provide phone numbers, email address, and return call time for easy contact.
  10. Answer the questions about the property title, reasons for selling, and future plans.
  11. Detail the property characteristics such as bedroom and bathroom counts, age, and special features.
  12. Discuss any updates done to the home and provide information about pricing and previous sales experience.
  13. Conclude by filling out any additional notes and confirming you have all necessary information.
  14. Once all sections are complete, save changes, and choose to download, print, or share the form as needed.

Compete documents online with confidence by following these instructions.

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