MARKETING REPRESENTATIVE, PLEASE DO YOUR BEST TO COMPLETE STAGES 1 - 7 AS MUCH AS POSSIBLE. YOU CAN COMPLETE SOME OF THE FIELDS AFTER YOU FINISH WITH THE PROSPECT.

1. GOAL - The goal of this form is to obtain as much information as possible from the caller.

2. MARKETING REPRESENTATIVE - Please do your best to complete stages I - VIII as complete as much as possible. You can complete the stages during and after the telephone conversation. Stages I - VII need to be completed while the prospect is on the telephone.

3. SUBMIT - Once all information is tallied, please click on the “SUBMIT” button so it is sent to the manager on duty.

Prospect Transmittal Sheet

Date:
Time of Entry:
Caller is available to view property on:	< April 2024 > Sun Mon Tue Wed Thu Fri Sat 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11
Marketing Representative, enter comments in this box if caller needs information on an issue not covered below.
Purpose Of Call From Prospect:	Calling On Property Needs Property Information Caller Would Not Cooperate
Property Address Prospect Is Interested In:
(MARKETING REPRSENTATIVE, PLEASE OBTAIN THE INFORMATION THE CALLED NEEDS FROM THE INVENTORY BOOK)
What market area is the prospect interested in?
Date - The prospect wants to meet at a property on this date:	< April 2024 > Sun Mon Tue Wed Thu Fri Sat 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11
Time - The prospect wants to meet at what time
Time 1:
Time 2:
Stage I -- Motivational Level
This person owns real estate now?	Yes No
This prospect wants to buy or sell real estate on or around:	30 Days 45 Days 60 Days 75 Days 90 Days 150 Days Does Not Know
This prospect has been pre qualified by a mortgage person?	Yes No
This prospect has a REALTOR relationship today?	Yes No
Stage II -- Names
Full Name I:
Full Name II:
Stage III -- Telephone Numbers
Telephone # Day:
Telephone # Night:
Cellular Telephone #:
FAX #:
Stage IV -- Postal & Email Address
U.S. Mailing Address I:
U.S. Mailing Address II:
E Mail Address I:
E Mail Address II:
Stage V -- Personal Information
Spouse Or Significant Other Name:
Hometown:
Stage VI -- Miscellaneous Notes (For example, personality issues, Other Observations)
Stage VII -- Type of Prospect
This prospect is a:	Buyer Seller Recruit
Stage VIII -- How Do You Know This Prospect(s)
I met or know this prospect through?	Ad Call Referral Sign Call Call On Another Listing
Name Of Marketing Representative Speaking To Prospect: