When I call a prospective client for the first time I don’t use a script to qualify and understand what they’re looking for. Instead, I have a general idea of the things I need to know like number of bedrooms/bathrooms, location and where in the home buying process they are.

I begin my initial call to a new website prospect/referral by asking a few open ended questions and listening which will usually yield all the answers to the questions posed in the checklist below. The checklist was created out of my need for continuous flow during the first call and to help me recall exactly what my prospective client is looking for.

Was there major emphasis on mass transit? Which type of mass transit does my prospect prefer? Are they open to communities with homeowner’s association fees every month in exchange for more community amenities? These questions are all addressed in the checklist.

I encourage you to download and use the following checklist as a guide while you converse with your prospects. There is a large area at the bottom of the third page where you can write additional notes like home style preference and other special requests.

Did you find the checklist above useful? Are there any changes/improvements you would make? Let me know in the comments below!

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  1. bobgibbs on October 13, 2009 10:29 pm

    Great list. I will print and make part of my buyer system.
    Thank you

  2. Workers Compensation Lawyer on October 14, 2009 8:09 am

    I think that's a great checklist for buyers as well as realtors. It can really help them get a better sense of what they're looking for.

  3. housesforsalephilippines on October 16, 2009 12:19 pm

    this is a very helpful list, we are just newbies in this field of real estate, and with so many inquiries coming our way, it's great to have a set of questions to ask so we can better serve our clients. Thank you so much for sharing :) – ven

  4. housesforsalephilippines on October 16, 2009 7:19 pm

    this is a very helpful list, we are just newbies in this field of real estate, and with so many inquiries coming our way, it's great to have a set of questions to ask so we can better serve our clients. Thank you so much for sharing :) – ven

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