13 May 2010
Posted in Business Strategy
Following on from a thread on Julian O'Dell's 22 point checklist on the applicant qualification process, here's my A-Z of things estate agents should discuss with applicants.
(Suggestions for J, X, Y and Z particularly welcome!)
- Address, availability, approach, advertising
- Budget, bedrooms, bathrooms
- Contact details, compromises, chain details, current contract, conveyancing, costs
- Desirables, deal breakers, diaries
- Email address, EPCs
- Features, fees agreed elsewhere, finances
- Guides and information packs
- History of search and sale, HIPs
- ID verification, insurances
- Job history (thanks to Sam @VirtualLetz)
- Knowledge of market
- Locations, local facilities
- Motivation, mobile number, mortgage, must haves
- Names of all parties
- Other requirements, objections
- Price range, phone numbers, properties, permission for marketing, preferred contact method, point of contact, process
- Qualifying questions
- References, relationships with solicitors, etc.
- Status, source of enquiry
- Time frame, type of property, testimonials, transport links
- Upfront costs, utilities, updates
- Valuation opportunity, viewings
- Who, what, when, why, websites
- X-factor sought (thanks to @IglooLets)
- Y
- Z



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