Buyer Pre-Consultation

YOU CAN SAY

MOTIVATION

Why are you looking to move?

Do you own or rent?

What is most important to you—finding the right home, the right price, timing, or an easy transaction?

FINANCIAL ABILITY

Have you been prequalified or preapproved?

Is it just you making the decision?

EXPERIENCE

Is this the first home you have purchased?

What did you like least and most about that experience and the other agents you have worked with?

Did you sign a Buyer’s Agreement with any other agents?

PROPERTY INTEL

What is your target area?

Do you have specific towns in mind? Why would those meet your needs?

What are the specifics you’re looking for in a home (how many bedrooms, bathrooms, etc.)?

What are your dealbreakers in a home?

SET EXPECTATIONS

Our next steps are to get together to complete a consultation and sign a buyer representation agreement. I will send you a packet of information that goes into the details of the home buying process and gives you a preview of the home buying process and gives you a preview of the Buyer Representation Agreement that we can discuss to start the search for your dream home.

I will send you a text with my contact information, so you have my number and name.

Do you have any questions for me?

CONFIRM APPOINTMENT

Would this evening at 5:00 be a good time to get together, or is tomorrow morning at 10:00 better?

Are there any other decision-makers who will be there, or should be there?

What is your preferred method of contact?

Not all buyers are ready to buy—ask questions weed out the buyers who may already be working with another agent and the ones that are just casually looking. For serious buyers, determine their motivation, timeline, ability, and experience to help you tailor your consultation to their needs.

You are free to use the recommended best practices in these materials for your consideration. These scripts are not intended to be used verbatim, and they should always be modified for accuracy.
If you choose to make contact by phone or text (i) check phone numbers against the federal DNC registry, any applicable state DNC list and your company DNC list (ii) do NOT use autodialers and (iii) do NOT use artificial voice or pre-recorded messages, this includes those you haven't spoken to in a while. Emails must follow the rules. Emails must be clear it is a solicitation and provide the consumer with an opt-out. Also, before calling or texting referrals, those numbers need to be checked against all applicable DNC lists. Get prior, express, written consent before texting or using artificial or prerecorded messages.