The goal of this SOP is to determine how to prequalify leads that you have taken the initial call with.

General rules:

• This is a rough guideline and can/will be different for every business and every market.
• This list is not all inclusive, there will be other scenarios that arise that will make a seller worthwhile or disqualify a seller.
• With practice this process can be done on the first call in

Process:

Review your call and notes from the intake call and verify the following:

1. Do they want to sell the property?
   1. Pass is anything except NO
      1. “For the right price” is considered a pass
      2. “I'm unsure” is considered a pass
2. When are you looking to sell the property?
   1. Fail is 6+ Months
   2. Pass is any time frame in the next 6 months
   3. Also pass is “when I find another place to move into,” just expect a more tricky transaction
3. Is there a reason you’re calling us other than a realtor
   1. A FAIL is “because you sent me a letter” or “You called me”
   2. Pass is anything regarding condition, circumstance, timeline restraints, needing an “easy sale”, “Not wanting to go on the market”
4. When was the last time you updated the property?
   1. FAIL is “just updated, its pristine”
   2. Pass is anything 10+ Years, obvious talks of repair or disarray.
5. Do you have a price point in mind?
   1. Fail is more than 20% over Zillow value
   2. 120% of Zillow or lower is a pass
   3. Anything below Zillow is a hot lead

If 2 of the above 5 points are PASS, then move forward with working to schedule an appointment or make an offer to the seller.