A real estate agent's phone script for qualifying seller leads. Collect name, address, phone, email, and referral source. Ask about motivation to move, timeline, property details, mortgage balance, and competing agents. Keep a printed green sheet with seller info that follows the file through closing.
Foreign. Here is a seller phone consultation. You, I think you have the word doc version of this. And you can make this your own. You can simplify, you can add some questions to it. But this is the basics. You know, their name, their address, their phone number, their email, how did they hear about you? And then this is your script. So if someone's calling you, you say, oh, hey, you know, I missed your name. Oh, your name's Jack. Jack, what's the address of the property you're calling on? And just in case we get disconnected, you know, what's your phone number? Or you look at your caller id, verify that's phone number Jack before, I've got a couple questions on your home. So it sounds like you got a letter from us. Was that the. Your home just came off the market. Okay, so you're exposed, inspired. Tell me, you know, why are you moving? What's the plan, where are you moving and when you hope to be there? You know, you knock out the first two questions. Tell me about your property. You know, what style, when was it built? You know, bedrooms, baths, what's the square footage of the property? You know, what do you feel the value of the property is? You know, if they're expired or fsbo. This is an easy question to ask. How much you owe on the property. Some of those you get a little bit of pushback on. If you have an admin do this form for you. If they don't answer those questions, it gives you or your listing specialist a reason to call and follow up and confirm the appointment. Are you looking for market evaluation with other agents as well? How many agents, when and who? Let me ask you, Jack, if you love our marketing plan and we agree on a pricing strategy and commission, are you ready to move forward when we get out to the property? Tuesday, 2pm you know, actually get it on the market. You know, when's a good time for me to come by and take a look at the property? So anyways, that's real, real easy phone consultation. Decide on what you want yours to look like and print them out. A coach of mine, Corcoran, Bob Corcoran, had a real cool. And we use it to this day. We print all of our seller info sheets. We call them green sheets. They're all printed on green. So we have all these blank green seller phone consultation forms, and they follow that file around through closing. So we have that green sheet. So if anyone picks up a file, they can know what the initial contact was, how they heard about us and whatnot.
