A-Z of things to discuss with applicants

13 May 2010

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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What you said:

14 July 2016 16:43:37
z - zones - train lines ?