| Budget |
Does the lead have the financial capability to buy or rent? |
- Ask for their budget range.- Verify loan pre-approval or cash payment readiness. |
Ensures they can afford the properties in your portfolio and avoids wasting time on unsuitable options. |
| Location Preference |
Does the lead have a specific area or neighborhood in mind? |
- Ask for their preferred location.- Understand reasons (e.g., work, schools). |
Helps narrow down suitable properties based on geographic preferences. |
| Property Type |
What type of property is the lead looking for? |
- Determine interest in houses, condos, apartments, or commercial spaces.- Clarify new, pre-owned, or rental preference. |
Matches the client with the right type of property to meet their needs. |
| Purpose of Purchase |
Why does the client want to buy or rent? |
- Ask if it’s for personal use, investment, or business.- Understand urgency (e.g., relocation, retirement). |
Identifies the client’s intent and urgency, tailoring your approach. |
| Timeline |
When does the lead plan to make a decision or move? |
- Ask about their expected purchase or move-in date.- Determine if they are ready now or in the future. |
Prioritizes leads based on readiness and aligns with property availability. |
| Size and Features |
What size and features are important to the lead? |
- Ask for specifics: number of bedrooms, bathrooms, amenities.- Understand lifestyle needs. |
Filters properties to match the client’s desired size, features, and lifestyle. |
| Investment Potential |
Are they focused on investment opportunities? |
- Discuss ROI expectations or property value growth.- Understand the investment goals. |
Helps identify clients looking for long-term investments or rental income opportunities. |
| Decision-Makers |
Who else is involved in the decision-making process? |
- Ask if others (spouse, partner, family) need to approve.- Schedule meetings with all stakeholders. |
Ensures all decision-makers are involved, expediting the process. |
| Financing Options |
Are they relying on financing or cash payment? |
- Inquire about loan pre-approvals or cash availability.- Offer financing assistance if needed. |
Prepares you to address financing-related delays or questions. |
| Previous Experience |
Have they worked with an agent or viewed properties before? |
- Ask if they’ve worked with other agents.- Understand their prior property experiences or feedback. |
Provides insight into their expectations and previous challenges. |
| Investment Potential |
Are they focused on investment opportunities? |
- Discuss ROI expectations or property value growth.- Understand the investment goals. |
Helps identify clients looking for long-term investments or rental income opportunities. |