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WorksheetsKnowledge Check
Total questions: 23
Worksheet time: 8mins
Which real estate professional helps home shoppers get prequalified?
Buyers Agent
Mortgage Lender
Listing Agent
Credit Repair rep
Which of our clients can adjust settings in their referral manager app to control what type of referrals they receive?
Real Estate Agent
Mortgage Lenders
Credit Repair Companies
What is the name of our script?
Bria Stretto
Opcity
FocusFire
OneVoice
What do you record for a consumer's availability if they say they "aren't sure when they can meet an agent"?
As Soon As Possible
By Appointment
Leave it blank
Just pick anyday
Which of the following could prevent you from being able to save your FocusFire lead page when you are attempting to run a dispatch?
The consumer is no longer on the line
The consumers budget is too low
One of the dropdowns is not filled in
The Email address has not been updated
The consumer says they were prequalified "a couple of years ago". Which option should you select in OneVoice?
Not Prequalified
Prequalified
Cash
Not Prequalified (Scheduled Lender Appointments Only)
The consumer says they are planning to but "in the next month or two", what option should you record in FocusFire
As Soon As Possible
<90 Days
3-6 Months
Leave it Blank
When the consumer answers a question, we often need to record data in FocusFire AND move forward in OneVoice. Which should you do FIRST?
(a)
The consumer says "I had someone show me a few houses, but I wouldn't say they're my agent." What should you select in OneVoice?
No agent
Has an Agent
Rebuttals
Convert to buyer cash rewards
The consumer says their timeframe is "up in the air." What do you select in OneVoice?
Within 6 Months
Rebuttals
Convert to buyers cash rewards
Over 6 Months/Unknown
If the record in FocusFire has a BLUE banner, it means....
The Consumer inquired on Realtor.com
The Consumer inquired about selling a property
The Consumer inquired about getting prequalified for a mortgage
This is a Market VIP lead
How many of your calls will be graded each pay period once you have graduated from training?
(a)
What do fails in the CRITICAL range have in common?
Close to zero tolerance behaviors, but are things that can happen without malintent.
Issues that directly conflict with our values and the way we do business at Realtor.com
Issues that while not minor, are understandably missed from time to time due to the volume of business we are doing
If a consumer that is currently assigned to an agent calls back to see a new property, ideally we should?
Connect to the listing agents
Reconnect consumer with the original agent
Try and get them to a new agent
Nothing.
True or False: If you see a green flag that says "needs lender", "needs agent" or "needs credit repair" the phone is going to automatically dial the consumer.
True
False
When asking a consumer about employment, they tell us they are retired. What is the next best step?
Clarify that the consumer is receiving monthly payments from being retired, and then mark "Other sources of income" in FocusFire and OneVoice
Verify how much the consumer receives from being retired to make sure they can get a loan
Ask the consumer to specify whether they are receiving a pension or 401k mone
Congratulate them, mark " other source of income" in FocusFire and OneVoice, and move on to the question
If a consumer says they are looking for a mobile home with a budget of $100,000 and they are not prequalified yet, What should you do next?
Select "cash" in FocusFire, and connect them to an agent
Select "not prequalified" in FocusFire, and select "no lender" in the lender contact field
Select "financing not applicable", and connect them to an agent
Select "not prequalified" in FocusFire and connect them to a loan officer
You are running a dispatch and an agent responds (winner) to the dispatch when it is at 100%. The consumer disconnects before you can call the agent and you aren't able to get them back on the phone. What should you do next?
Send the "winner" the "lost client text", close the dispatch window, select "called- consumer disconnected" in the call log, click save, and next lead
Close the dispatch window, select "called- dispatch unsuccessful" in the call log, click save, and next lead
Send the referral through to the "winner"
Send the "winner" the "lost client text", close the dispatch window, select "called- dispatch unsuccessful", click save, and next lead
When we ask a consumer if they have a buyer's agent, they tell us that their cousin is an agent. What should you select in Onevoice?
Has an agent
Rebuttals
No Agent
True or False: We will need to ask a consumer in an Emailed Lender Introduction ( ELI ) market all the mortgage quality questions to determine whether they will receive the email from the lender.
True
False
After Successfully Introducing a consumer and an agent, please correctly order the next steps to follow:
1: Mark agent as Referred
2:Hit The Confirm Button
3: Move on to the next Lead
4: Click Send
1: Hit The Confirm Button
2: Mark agent as Referred
3: Click Send
4: Move on to the next Lead
1: Mark agent as Referred
2: Hit the Confirm Button
3: Click Send
4: Move on to the next lead
1: Hit The Confirm Button
2: Mark agent as Referred
3: Move on to the next Lead
4: Click Send
If a consumer is only interested in a "Hard money" loan, which of the following choices fits best for the financing type in FocusFire?
Financing not applicable
Prequalified
Cash
No Prequalified
We put a consumer on hold while running dispatch and now have a winning agent. Please arrange the steps we would need to follow in the correct order
1: Take the consumer off hold and let them know we have an agent available
2: Single click the agent's phone number
3: Follow OneVoice to let the agent know about the consumer's criteria
4: Merge the calls in Bria and make the warm transfer
1: Single click the agent's phone number
2: Follow OneVoice to let the agent know about the consumer's criteria
3: Take the consumer off hold and let them know we have an agent available
4: Merge the calls in Bria and make the warm transfer
1: Take the consumer off hold and let them know we have an agent available
2: Merge the calls in Bria and make the warm transfer
3: Follow OneVoice to let the agent know about the consumer's criteria
4: Single click the agent's phone number
1: Take the consumer off hold and let them know we have an agent available
2: Single click the agent's phone number
3: Merge the calls in Bria and make the warm transfer
4: Follow OneVoice to let the agent know about the consumer's criteria
