Prospect / Initial Contact Input Form
Buyer
Buyer's First Name
Buyer's Last Name
Organization
Buyer's Phone
Buyer's Email
Buyer's Date of Birth
Personal Interests/Hobbies
How Lead Started
What are they looking for?
Buyer's Current Street Address
Buyer's Current City
Buyer's Current State
Buyer's Current Postal Code
Are there more addresses to add?
Yes
No
Investment Address
Sold Address
Closed Date Anniversary
Different/Secondary Address
Type Of Lead
*
Traditional
REO
Investor
Referred By/Source of Lead
If Pre-Approved
Yes
No
Lead Source Tag
Lender Referral
SOI Referral
WOM Referral
Past Client Referral
Service Business Referral
Returned Client
Vendor
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List is empty.
Budget
All Mail or Digital Only
*
All Mail
Digital Only
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List is empty.
Is There A Spouse To Add?
*
Yes
No
Buyer's Spouse First Name
Buyer's Spouse Last Name
Buyer's Spouse Phone
Buyer's Spouse Email
Buyer's Spouse Date of Birth
Is There a Lender?
*
Yes
No
Lender Company Name
Lender Rep's First Name
Lender Rep's Last Name
Lender Phone
Lender Email
Lender Street Address
Lender City
Lender State
Lender Postal Code