ROA Internal Lead Submission

REALTY OF AMERICA

Internal Lead Submission

Contact Information

First Name *

Last Name

Phone *

Email

Phone Number (Home/Work)

Property Address

Property Address 2

*if applicable

Property Address 3

*if applicable

Lead Source and Status

Lead Source

Lead Type

Lead Status

Date of First Contact

Assigned Agent

Lead Score

Hot
Warm
Cold
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Property Preferences

(For Buyers & Investors)

Interested City/Neighborhood

Property Type

Single-Family
Condo
Multi-Family
Commercial
Land
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Maximum Price

Bedrooms

Bathrooms

Square Footage Range

Desired Move-in Date

Pre-Approved for a Mortgage?

Yes

No

Lender Name

Lender Contact Info

Minimum Price

Selling Details (For Sellers)

Address

Seller Street Address

Seller City

Seller State

Seller Country

Country

Seller Postal code

Property Value Estimate

Reason for Selling

Upsizing
Downsizing
Relocation
Investment
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Selling Timeline

ASAP
3-6 Months
6+ Months
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Mortgage Balance

Equity Position

Has the Property Been Listed Before?

Yes

No

Previous Agent (if applicable)

Marketing and Communication Preferences:

Preferred Method of Contact

Phone
Email
Text
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Preferred Contact Time

Opted into Marketing Emails?

Yes

No

Follow-Up Date

Notes on Past Conversations

Social Media and Online Presence

LinkedIn Profile

Facebook Profile

Instagram Profile

Twitter Handle

Additional Information

Spouse/Partner’s Name

Spouse/Partner’s Contact Info

Referral Name

Referral Contact Info

Children's Names & Ages

Pets

Share details of your own experience at this place

Notes