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LEAD MANAGER PHONE FORM
Form collecting information from all leads that come in via phone call
Inbount/Outbound Lead
Inbound
Outbound
Inbound Lead Type
Answered Call
Returned Voicemail
Returned Hang Up
Lead Source
'We Buy' Website (Phone)
Youtube/CallRail
Scott's Lead
Customer (Seller) Name
First
Last
Best Phone Number To Reach You Buy In Case We Get Disconnected?
*
Seller's Phone No. #2
Email
Seller's Relationship To Property?
Owner
Legal Rep. of Estate (Administrator/Executor)?
Heir
Friend/Family Member of Owner
Investor/Wholesaler/Birddog
Attorney/Realtor (Explain in 'Notes' below)
Other (See 'Notes' Below)
Property Address (Street Address, City/Town NJ)
*
County
Atlantic
Bergen
Burlington
Camden
Cape May
Cumberland
Essex
Gloucester
Hudson
Hunterdon
Middlesex
Mercer
Monmouth
Morris
Ocean
Passaic
Salem
Somerset
Sussex
Union
Warren
Type of Property?
*
Residential House
Commercial Building
Condo/Townhouse
Mixed Use Property (Commercial and Residential)
Vacant Lot
Apartment Building
Other (See 'Other Explained')
'Other' Explained
What Are The Monthly HOA (Home Owner Association) Fees? (FOR CONDOS/TOWNHOUSES ONLY)
How Many Units?
*
1
2
3
4
5
6
7
8
9+
Number of Bedrooms? (1 Unit Residences Only)
Number Of Bathrooms? (1 Unit Residences Only)
e.g. Put '1.5' baths for 1 1/2 baths
How Many Bedrooms and Baths In Each Unit? (If More Than 1 Unit)
For example: Unit 1 - 3 bedrooms and 1 bath, Unit 2 - 2 bedrooms and 2 baths, Unit 3 - 1.5 bedroom and 1 bath.
Off Street Parking?
None
Driveway Only
1 Car Garage
2 Car Garage
3 Car Garage
4 Car Garage
5+ Car Garage
Carport
Other
Is Garage Attached or Detached?
Attached
Detached
Other
Is The Property In A Flood Zone?
Yes
No
Not Sure
Condition Of The Property?
Excellent
Good
Fair/OK
Poor
Tear Down (Bad Enough Where The House Should Be Torn Down)
Have you made any recent upgrades in the last 10 years?
e.g. Roof, windows, kitchen, bathrooms, heating or electrical system, etc.
If you had to put a number on it, what do you think it would Cost to bring the house to 2016 standards?
Occupancy Status?
Vacant
Owner Occupied
Tenant Occupied
Family/Friends
Squatters
Unknown (See Notes)
Is Property Listed With A Realtor (See 'Handling Special Calls' if Answer is 'Yes')?
No
Yes
Yes But Expires Soon
If Property Is Listed With A Realtor, How Much?
Why Are You Selling? (For Inbound Leads only)
Do You Need To Sell In A Hurry? If so, How Soon?
Is There A Price or Price Range Seller is Looking For?
Is that price flexible?
Any mortgages or liens against the Property?
If so, try and get an APPROXIMATE amount out of them.
Anything Else You Would Like To Tell Us About The House? (Notes)
Lead Manager's Notes
And How Did You Find Out About Us?
Web Search (Google)
Web Search (Other)
Received A Letter
Facebook
Bigger Pockets
Other (See 'Notes')
Zestimate? (INTERNAL USE ONLY)
Property Tax Sheet (INTERNAL USE ONLY)
Comps Link (INTERNAL USE ONLY)
Lead Submitted By?
Krish Garcia
Ibrahim Hughes
Sam Colon
Phone
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