First Name
Last Name
Email
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Brokerage Name
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Market / Service Area
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Best Way to Reach You!
Call
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Email
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How Long Have you been in Real Estate?
New Agent
1-3 Years
4-7 Years
8-15 Years
15+ Years
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What best describes your business?
Buyer-Focused
Listing-Focused
Balanced Mix
Team Agent
Team Leader / Broker
Investor-Focused
New Construction Focus
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How many transactions do you typically close per year?
0-5
6-12
13-24
25-50
50+
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What types of clients do you work with most?
First-Time Homebuyers
Move-Up Buyers
Downsizing Clients
Veterans
Investors
Self-Employed Borrowers
Credit-Challenged Buyers
New Construction Buyers
Luxury / High-End Buyers
Do you currently have a preferred lender?
Yes
No
A Few I Rotate Between
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Are you open to adding a strong backup lending partner?
Yes
Possibly
Not Right Now
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What matters most in a lending partner?
Fast Pre-Approvals
Strong Communication
Weekend Availability
Creative Problem Solving
On-Time Closings
Competitive Pricing
First-Time Buyer Support
Clear Updates for Clients and Agents
Help with Tough Files
What has frustrated you most with lenders in the past?
Do you currently have any buyers who need financing help?
Yes, right now
Maybe soon
Not at the moment
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Would you like me to review a deal or scenario for a second opinion?
Yes
No
Maybe later
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Are you interested in co-marketing opportunities?
Yes
Maybe
Not Right Now
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Would you like help with any of the following?
Open House Support
Pre-Approval Strategy for Buyers
Buyer Payment Scenarios
First-Time Buyer Education
Listing Marketing Support
Social Media Co-Branded Content
Rate/Market Update Content
Help with Tough Loan Scenarios
Would you like to schedule a quick intro call?
Yes, send me the calendar link
Yes, have Kyla reach out
Not right now
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Best day/time for a conversation
Anything else should I know?
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