1. Out-of-Town Buyer Lead Sheet
Date: _____________________ Lead Source: ___________________________________________
CONTACT INFO
Name
Email
Children
Street Address
(names/ages)
Home Phone Cell Phone
Work Phone Fax
Best way to get in
Best times
touch
Buyer Consultation Prequalification Questions
1. Already working with a buyer’s agent?
__________________________________________________________________________
2. Is this a single purchaser? Yes No If no, who else?
3. People who will live in the house
4. Reason for the move
Job transfer: Relocation company involved?
5. Started looking for a home? Yes No If yes, see anything good? Yes No
If yes, description _____________________ If no, why not?
___________________________________
Reason for not purchasing _______________
___________________________________
6. Date of move ______________________ Moving into new home upon arrival? Yes No Maybe
No or Maybe: Need transitional housing?
7. Current situation: rent or own? (circle one) Own: Need to sell existing house in order to buy? Yes No
If yes, where? ________________________ Have a listing agent? Yes No
If yes to have an agent, who? ____________________________ Phone:
Recommend listing agent? Yes No If yes, who
8. Method of financing: cash or mortgage
Mortgage: Preapproved by a lender? Yes No
Preapproved: Lender’s name ___________________________ Phone
Mortgage amount Down payment amount
Recommend lenders? Yes No If yes, who?
9. Preferred price range ________________________
10. Date of trip to look for property_____________________
© 2008 Keller Williams Realty, Inc.

2. 11. Level of urgency to buy: 1 2 3 4 5 6 7 8 9 10
Anything less than 10: What would it take to become a 10?
12. Appointment date and time:
Other information
_____________________________________________________________________________
_____________________________________________________________________________
Need for confidentiality
Behavioral style: D I S C
© 2008 Keller Williams Realty, Inc.