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Out Going Referral Form – Rock

May I speak to ( ) ? If asked state the Company (The Central Florida Real Estate Site Help Desk)
HI ( ) the reason why I am calling is because we received your request for Distressed Homes in the Tampa area and I wanted to personally make sure that you accessed the information without a problem…..were you able to use our information?
Are you planning on making a move in next 3- 6 months?
If you were to move when do you think that might be?
Do you have a market expert to help you when the time is right?
Have you ever had the benefit of working with a relocation team, rather than just a real estate agent? (FAB expert training+more helpers=better response)
Would you like a relocation package for the area? May I put one our local team members in touch with you?) – short term move…
Do own or rent currently?

Is your home currently listed? (Work the listing side also when possible)

Long term

Would it be okay if I followed up with you at a later time? When do you think a good time might be?

  • Destination & Desired Property Information

  • Primary Destination, Alternate Destinations, Low to High Price Range, Home size sqftage, Beds, Baths

  • Family Information

    Marital Status, spouse name, spouse email, spouse phone, number of children

  • Relocation (Other) Details

    Reason for the move; motivation (time frame); employer; loan status: Prequalified (who) and amount (how much).