Instructions: At the beginning of any inbound or outbound sales calls, use the form below to ask the right seller questions, input their answers and be guided on what to say and when to say it. Step 1 of 4 25% INTAKE or ANSWERING SERIVCE: Do not change Lead Source. Please leave as Lead Source = InboundLead Source*Inbound CallExisting LeadHang upFollow UpOffer Made/No CloseNot InterestedOutbound (Cold Call)Thank you for calling Aaron Aba's office. Are you calling about a property you'd like to sell or a note you received in the mail?Hello, I am responding to your (call/inquiry) about your property for sale at ______. We are looking to purchase a few properties in your area. Is this a good time to talk?Hello, we missed a call from you. Were you possibly calling about a note you received in the mail or a property you were considering to sell?Hello, I had a note on my calendar to follow up with you regarding a property at ______. We are looking to purchase a few more properties in your area this month and just checking in to see if you or someone you know might be interested in selling. Is this a good time to talk?Hello, I was asked to follow up with you regarding an offer we sent you regarding your property at ______. We are still looking to purchase a few more properties in your area this month and just wanted to check in to see if you are still interested in selling. Is this a good time to talk?Hello, we are looking to purchase a few more properties in your area this month and just checking in again to see if you or someone you know might be interested in selling. Is this a good time to talk?My name is______________and I'm calling because I work with a local INVESTOR interested in purchasing your property. We can provide a strong CASH offer, do you have interest in selling?Full AddressCaller DetailsThese are the details from the original missed call/hangup in the event they do not remember or believe this is a solicitation call. Is this a good time to talk?*Do you have about 5 minutes so I can ask you a few questions about the property, like the condition? I will then pass this onto our buying specialist who will be able to call you back with an offer to purchase.Yes, I can talkNo, I can't talk nowNo AnswerNo Answer - Left MessageInternal Notes for REIvault Sales Ninja Phone Team No need to continue. Complete the call and go to the next one. No need to submit this webform unless you want this lead to be updated in REIvault Podio.Do you have a property for sale?*YesNoMaybeReferralDo you have a property for sale?*YesNoMaybeReferralAre you interested in Selling?*YesNoNot now, maybe in the futureHow much can we offer?If No Property for Sale?Not InterestedRemove From ListSeller no longer interested?Not InterestedRemove From ListThank you for your time. Thank you. We will put you on our Do Not Call list. Does that work for you?Would you mind if we follow up with you in a couple months? I am calling today to see if there is any interest in selling. If you have a serious interest in selling we will crunch our numbers and get back to you in the next day or so with a concrete cash offer or a retail price target. You do have a serious interest in selling, right?Internal Notes for Sales NinjaDepending upon their answer, update the above selection to move forward. e.g. if they say "Yes" then select "Yes" above.Internal Notes for Sales NinjaDon't ask if we can follow up! No need to continue. Complete the call and go to the next one. No need to submit this webform unless you want this lead to be in REIvault Podio as a Seller Lead.Internal Notes for Sales NinjaDon't ask if we can follow up! No need to continue. Complete the call and go to the next one. No need to submit this webform unless you want this lead to be in REIvault Podio as a Seller Lead.Internal Notes for Sales Ninja Phone Team Enter the follow up date in the autodaler and go to the next one. No need to complete this webform. Not using Sales Ninja Phone Team? Complete the webform and submit to update REIvault Podio. HELP - Lead Processor Help Notes Internal Notes for Sales NinjaWe're looking to purchase a few properties in the area. Are you or anyone you know interested in selling a property? For the offer, we will have our buying specialist follow up with you on that. My job is to collect some basic information including the condition of the property. If this is a good time for you, we'll go ahead and do that. And then our buying specialist will call you back about the offer. Ok. When would be a good time to call you back? Possibly later today/tonight or tomorrow?If the property has sold/is under contract.“Oh that is great. Has it actually closed?” If yes, “Congratulations." If No, “We would like to possibly be your back up buyer. May I ask, when is it scheduled to close? Can we follow up with you in case it does not close?”Closing Date Date Format: MM slash DD slash YYYY Follow up?YesNoOtherFollow up (Other)?*Follow Up Date Date Format: MM slash DD slash YYYY Best TimeInternal Notes for REIvault Sales Ninja Phone Team No need to continue. Complete the call and go to the next one. No need to submit this webform unless you want this lead to be updated in REIvault Podio.Comments from CallerGreat! Can we start with confirming the owner name and the property address?Great! Can we start by getting the owner name and the property address ?Great! Can we start by confirming the owner name and the property address ?Thank you! So that we can update our records correctly, can we get your property information?Owner Full NameProperty AddressCityCountyStateZipArea of TownIn order for us to make sure we can best reach you about an offer, what are is your cell and/or preferable phone number?Cell PhoneEvening PhoneDo you have an email address where we can send you more information about us?Seller Email Continue Qualifying this Outbound Cold Call Is the property currently listed with an agent?Agent*YesNoAgent*YesNoWe are probably not a great fit for you right now, but If the property doesn't sell or your situation changes, we'd love to have you call us back in the future. ICE BREAKERCan I ask you a few questions about the property. This will take about 3 to 5 minutes. I'll pass this over to our buying specialist who will be able to quickly get back to you with an offer and more information about us.How long have you owned the property?Is the property currently occupied?VacantOwner OccupiedTenant OccupiedHow much is the rent per month?Do you know approximately what it would rent for per month?What is your timeframe for selling?(30, 60, 90 days?)Do you have an email address where we can send you more information about us?Seller EmailPROPERTY CONDITIONCan you tell me a little bit about the property. How many Bedrooms and Bathrooms does the property have?BedroomsChoose123456+BathroomsChoose11.522.533.54+How is the condition of the property? Are any repairs needed?Repairs?YesNo Repairs Needed/ConditionList repairs or condition of the property.Do you have an estimated cost of repairs, by chance?Estimated repair costHow old is the roof?Have the kitchen or bathrooms been updated recently?Have the windows been replaced?NoNo, needs new windowsYesAre there any foundation issues like sticking doors or cracks in the walls?Anything else we should know about the property?Additional CommentsSPECIAL FEATURESDoes the property have any special features like a pool or garage that we should be aware of?Special Features Special Features Pool or JacuzziChooseNoneIn GroundAbove GroundPool w/JacuzziJacuzziWaterfrontChooseNoneLakeviewPondCanalOceanviewLakefrontOceanfrontCanal & DockLake & DockOcean & DockGarageChooseNoneDrivewayCarport1 Car2 Car3 Car4 CarBasementChooseNoUnfinishedFinishedRefrigeratorYesNoRange/StoveYesNoDishwasherYesNoIf Mobile / Modular, are there any assessments?AssessmentsIf yes, how much?Property Type?ChooseSingle FamilyCondoTownhouseDuplexApartment/MultifamilyMobile Home in a ParkMobile Home w/ LandModularCommercialVacant LandOtherYear BuiltConstruction TypeBrickFrameBlockStuccoOtherConstruction Type (Other)Square FeetLot SizeMOTIVATION & PRICEDo you mind if I ask WHY are you selling this home?Reason for Selling?About how long have you been trying to sell the property?Time on marketWe haven't yet done our full research of this area yet, so would you happen to know what other properties in similar condition are selling for?Estimated Value of Property?If we paid all cash, closed whenever you're ready and buy the property in As-Is condition, what is the Least you'd consider?Asking Price?Do you mind if I ask how you came up with that number?Price SourceAssuming you sell to us or possibly to someone else, how quickly do you want to sell the property?What is your timeframe for selling?(30, 60, 90 days?)Have you tried anything else to sell the property yet?Other options?MORTGAGES, LIENS &TAXESIs the property Free and Clear are do you have a mortgage against it?MortgageFree & ClearMortgage(s) existMortgage Balance / LiensTaxes ADVANCED: Creative Offers or Pre-Foreclosure Lead Processing ADVANCED: FOR CREATIVE OFFERS & PRE-FORECLOSURE LEAD PROCESSINGIs it safe to say the mortgage and taxes are current?CurrentYesNoHow far behind are you?BehindIF mortgage or taxes are behind, how far behind?Is the property in default or foreclosure or other distressed situation like bankruptcy or probate. This would be helpful so we know that time is of the essence for getting back to you with an offer and other recommendations.SituationForeclosure/DefaultBankruptcyProbateOtherINTERNAL: Is Asking Price and Loan Balance within $35,000 or are they behind in payments and motivated to sell?No Equity or Distressed?YesNoRefused MtgWould you consider selling your home for what you owe on it?Sell for Balance?YesNoIf we take over your payments and pay all closing costs, what’s the least you could accept for your equity?What's the Least you'd Accept?If we could get you the highest possible price, could you be a little flexible in how we pay you (possibly take fixed monthly payments vs. one lump sum)?Owner Finance?YesNoIf we could get you the highest possible price, could you be a little flexible in how we pay you (possibly take fixed monthly payments vs. one lump sum)?Lease Purchase?YesNoSo you’re saying if you don’t get full price and all cash you won’t sell?Full Price All Cash?YesNoMORTGAGE DETAILSAre there any homeowner association dues?Association Fees?YesNoHow much are they annually?FeesHow often billed?MonthlyQuarterlyAnnuallySemi-AnnuallyOtherAre your taxes and insurance included in your monthly mortgage payments?Included?*YesNoAbout how much are the taxes and insurance?TaxesInsuranceApproximately, how much are the payments and the loan balance?PaymentBalanceDo you know the name of the lender?LenderDo you happen to know the current interest rate of hand?InterestAdjustable or fixed?AdjustableFixedDo you know the length of this mortgage (15 year or 30 year) and how many years are remaining?LengthYears LeftIt there a Second Mortgage or Line of Credit?2nd MtgYesNo2nd MortgageApproximately, how much are the payments and the loan balance on the 2nd Mortgage?Payment2Balance2Do you know the name of the lender?Lender2Do you happen to know the current interest rate of hand?Interest2Adjustable or fixed2?AdjustableFixedIs there a best time for our Buying Specialist to call you back with an offer or more information?Best Time to Follow Up?WRAP UP THE CALL HELP - Wrap Up Call Script Lead Processor/Sales VA/Live OperatorI'll pass all of this information onto the buying specialist who will do a little more research and get back to you shortly. Is there anything else you'd like me to pass onto them? Sales Acquisition ManagerLet me do a little more research on everything you've provided and discuss this with my financing team so that I can be prepared when we speak again. Is there anything else you'd like to share before we conclude this call? Can I ask you just a few questions about the property. This will take about 1 minute. I'll pass this over to our buying specialist who will be able to quickly get back to you with an offer and more information about us.Have the kitchen or bathrooms been updated recently?How old is the roof?Anything else we should know about the property?Additional CommentsWhat is the least amount you would take and still be happy?Asking Price?Is there a best time for our Buying Specialist to call you back with an offer or more information?Best Time to Follow Up?WRAP UP THE CALL HELP - Wrap Up Call Script Sales NinjaI'll pass all of this information onto the buying specialist who will do a little more research and get back to you shortly. Is there anything else you'd like me to pass onto them? Sales Acquisition ManagerLet me do a little more research on everything you've provided and discuss this with my financing team so that I can be prepared when we speak again. Is there anything else you'd like to share before we conclude this call? CONCLUSION - CALL NOTES & DETAILSUse this to capture any call notes and details immediately after the phone call.How did they hear about us?SourceDirect MailFSBO/CraigslistFSBO/ZillowFSBO/FSBO.comNewspaperInternetSkip TraceReferralSignFriendTVRadioOtherFacebookHangupIn case we can't reach you by phone, what is your email address? This is strictly for communication. We do not share this information. Seller EmailSource OtherSeller NotesCompsSales Rep/VAYour Email Address*If you are a Sales Ninja PRO member, you will receive an email with an attached PDF Seller Lead Questionnaire. If you're not a Sales Ninja PRO member, CLICK HERE to signup Seller Lead Reference IDCaller ID*IMPORTANT: Enter "(999)999-9999 if the Caller ID is blank or unknown. The Caller ID is needed to match the original Seller Lead. If Unknown or no match, a duplicate Seller Lead may be created. Reference PhoneThis is optional. If you set this phone number then this is the number we will use to track the lead. Lead StatusQualified by SalesFollow upNew LeadStatus of the Lead for REIvault Podio Seller Leads.Lead StatusQualified by SalesFollow upStatus of the Lead for REIvault Podio Seller Leads.Lead StatusNew LeadQualified by SalesFollow upStatus of the Lead for REIvault Podio Seller Leads.Follow Up Date* Date Format: MM slash DD slash YYYY Appointment Scheduled for Sales? Appointment Scheduled on Calendar If you have scheduled a specific appointment date/time for Sales on a Qualified Lead, then check the box.Appointment Scheduled for Sales? Appointment Scheduled on Calendar If you have scheduled a specific appointment date/time for Sales on a Qualified Lead, then check the box.Appointment Scheduled for Sales? Appointment Scheduled on Calendar If you have scheduled a specific appointment date/time for Sales on a Qualified Lead, then check the box.Appointment Calendar: Scheduled Follow Up Date Date Format: MM slash DD slash YYYY Scheduled Follow Up Time