How to Avoid Setting Appointments with Unqualified Buyers


How much pre-qualifying do you recommend before setting an Internet lead appointment? Once we get the lead is when we really start to get into some qualifying questions.

Some of the questions you might ask are:

  • What is the range of monthly payments you feel most comfortable with?
  • How much are you willing to put down?
  • Have you spoken to a lender?
  • What does your credit look like?

These are just a few of the many questions you should ask before booking an appointment. You'll find the full list of questions to ask in the Buyer Pre-qualification doc as well as the CRT Buyer Qualifying Questions doc, both of which are on Google Drive.

No matter what they say, we have our agents say, "I'd like to have so-and-so with American Security Mortgage call you to review your loan qualification, would that be okay?" Run them through all of this first, then set the appointment. In my early days, I would set the appointment right away; I would often meet people who had terrible credit, and it was a really bad experience.

Both of these documents should help you to make sure the buyer is qualified to purchase a home before you waste your time sitting down with them!

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