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Prospect routine

Initial Contact

Greet the prospect and introduce yourself

Gather basic information such as their name, contact details, and preferred method of communication

Ask the prospect about their specific real estate needs and requirements

Take note of any specific property preferences or budget constraints

Provide a brief overview of your organization's services and expertise

Schedule an appointment for further discussion or property viewing if necessary

Property Search

Discuss the prospect's desired location, property type, and any specific features or amenities they are looking for

Utilize your organization's database or resources to search for suitable properties that match the prospect's criteria

Compile a list of potential properties and their relevant details such as price, size, and key features

Share the list with the prospect and seek their feedback or preferences

Narrow down the options based on the prospect's feedback and refine the property search

Property Viewing

Coordinate with the prospect to schedule property viewings at convenient times

Prepare the necessary documents and keys for each property to be viewed

Conduct thorough inspections of each property, highlighting key features and potential drawbacks

Address any questions or concerns raised by the prospect during the property viewings

Take note of the prospect's feedback and impressions for future reference

Financing and Documentation

Discuss financing options and connect the prospect with relevant mortgage brokers or lenders if required

Provide guidance on the necessary documentation and paperwork for property purchase or lease

Assist the prospect in gathering and submitting the required documents

Coordinate with internal or external legal counsel to ensure all legal aspects are properly addressed

Keep the prospect informed about the progress of their financing and documentation procedures

Negotiation and Offer

Discuss the prospect's interest in a particular property and their willingness to make an offer

Provide guidance on making a competitive and reasonable offer based on market conditions

Assist the prospect in preparing and submitting the offer to the property seller or landlord

Negotiate on behalf of the prospect if counteroffers or amendments are proposed

Keep the prospect updated on the negotiation progress and any changes in the offer terms

Closing the Deal

Coordinate with all relevant parties (seller, buyer, legal counsel, etc.) to ensure a smooth closing process

Facilitate the necessary property inspections, appraisals, and surveys

Assist in finalizing all required legal documents and contracts

Coordinate the transfer of funds and ensure all financial obligations are met

Schedule the final property handover and ensure all utilities and services are transferred to the prospect's name

Post-Closing Follow-up

Conduct a follow-up call or meeting with the prospect to ensure their satisfaction with the property and the overall process

Address any post-closing concerns or issues promptly

Offer assistance with any additional services such as property management or renovations if desired by the prospect

Request feedback or testimonials from the satisfied prospect for marketing purposes

Maintain a positive and professional relationship with the prospect for potential future referrals or business opportunities.

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