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MARKETING REPRESENTATIVE, PLEASE DO YOUR BEST TO COMPLETE STAGES 1 - 7 AS MUCH AS POSSIBLE. YOU CAN COMPLETE SOME OF THE FIELDS AFTER YOU FINISH WITH THE PROSPECT.

1. GOAL - The goal of this form is to obtain as much information as possible from the caller.

2. MARKETING REPRESENTATIVE - Please do your best to complete stages I - VIII as complete as much as possible. You can complete the stages during and after the telephone conversation. Stages I - VII need to be completed while the prospect is on the telephone.

3. SUBMIT - Once all information is tallied, please click on the “SUBMIT” button so it is sent to the manager on duty.

Prospect Transmittal Sheet

Date:
Time of Entry:
Caller is available to view property on:
<December 2018>
SunMonTueWedThuFriSat
2526272829301
2345678
9101112131415
16171819202122
23242526272829
303112345
Marketing Representative, enter comments in this box if caller needs information on an issue not covered below.
Purpose Of Call From Prospect:
Property Address Prospect Is Interested In:
(MARKETING REPRSENTATIVE, PLEASE OBTAIN THE INFORMATION THE CALLED NEEDS FROM THE INVENTORY BOOK)
What market area is the prospect interested in?
Date - The prospect wants to meet at a property on this date:
<December 2018>
SunMonTueWedThuFriSat
2526272829301
2345678
9101112131415
16171819202122
23242526272829
303112345
Time - The prospect wants to meet at what time
Time 1:
Time 2:
Stage I -- Motivational Level
This person owns real estate now?
This prospect wants to buy or sell real estate on or around:
This prospect has been pre qualified by a mortgage person?
This prospect has a REALTOR relationship today?
Stage II -- Names
Full Name I:
Full Name II:
Stage III -- Telephone Numbers
Telephone # Day:
Telephone # Night:
Cellular Telephone #:
FAX #:
Stage IV -- Postal & Email Address
U.S. Mailing Address I:
U.S. Mailing Address II:
E Mail Address I:
E Mail Address II:
Stage V -- Personal Information
Spouse Or Significant Other Name:
Hometown:
Stage VI -- Miscellaneous Notes
(For example, personality issues, Other Observations)
Stage VII -- Type of Prospect
This prospect is a:
Stage VIII -- How Do You Know This Prospect(s)
I met or know this prospect through?
Name Of Marketing Representative Speaking To Prospect: