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This buyer information worksheet will allow you to efficiently collect important information from all potential buyer clients. Multiple formats are included to suit your business. See below for more details.
Why do I need this template?
This document consists of two parts. The first page is for the buyer to fill out all of their contact information, family information, and some other data that will help you match them with the best property.
The second page is for the agent to fill out and will likely be completed during an initial phone call. It captures the basics of what the buyer is looking for.
This product includes the template as a PDF so you can implement it immediately, a Canva file for customization, and an editable Google Form if you prefer to collect this information electronically.
The second page is for the agent to fill out and will likely be completed during an initial phone call. It captures the basics of what the buyer is looking for.
This product includes the template as a PDF so you can implement it immediately, a Canva file for customization, and an editable Google Form if you prefer to collect this information electronically.
What You Get:
