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Qualify Clients Before Working with Them

By: Jerika P –  i-Lead Realty Social Media Manager

Prospecting and qualifying leads is a time-consuming process. Here are eight tips for qualifying potential clients before working with them.

 

1. Location

Given that you must also consider the time and effort required for the travel, you should be aware of the location of the lead. You don’t want to use up all your time driving a long distance to meet a lead when you could meet more local prospects.

2. Buying or selling reason

A skilled real estate agent should know the right questions to ask prospective clients to understand their motivations for purchasing or selling a home. You may then evaluate how committed they are to seeing the process through.

3. Budget

Since it will serve as the foundation for the entire procedure and transaction, this is a crucial question that you should ask.

4. Mortgage status

Before working with you, clients who have already been pre-approved are known to be serious buyers.

5. Agent status

Since you might not be the client’s first contact with an agent, you should also ask about the status of their transaction and any other agents they may be speaking with.

 

6. Home requirements

You can identify the ideal homes for them by asking questions about the type of house they desire, such as how many bedrooms, bathrooms, or porches they require.

7. Timeline

You may get a sense of when deals need to be closed from when you first met a lead by asking about their timeline, such as when they can move in or how long they have been attempting to sell their house.

8. Appointments

As you near the finish line, scheduling an appointment with the clients should be your last step.

 

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