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WorksheetsOne Off
Total questions: 7
Worksheet time: 1hrs 17mins
ONE PARTIES
Explain the difference between a one party vs. a sole owner.
At this point in the script, the homeowner gives pushback on both parties being present. They might say "my husband wont be here, youll just meet with me" or "were busy, thats going to be difficult" "thats probably not going to happen" etc.
What is the proper response?
When do you give the lead to a coach for a one party? How do you result the lead?
What happens when the customer hangs up on you for a one party reason before you can transfer to a coach?
Call them back, if they dont answer put a callback in for later that same day
Tell a coach and result it as 'not interested'
Result it as 'not interested' and then call the next lead
Call them back and then tell a coach and result it as 'not interested'
What are some reasons you can set a one party and not have to consult with a coach?
So, you know there are multiple people who need to be there, but you are only setting with 1, and thats ok.
Divorce/Separation
Out of the country, but can facetime/zoom
Military
Dementia/Mental Incapacitation
Nursing Home
RENTALS
What is the process for when you are speaking to the tenant (renter) of a rental property?
&
When do you quarantine this lead?
What is the process for when you are speaking to the owner of a rental property?
&
When do we quarantine this lead?
What are some rental property scenarios, that do not require you to ask typical rental owner questions and you can just set, no questions asked.
Partial Rental/Vacation Home
Maybe they live in it part of the year, and rent it out when they dont reside there.
Large Complex
They manage multiple units
Family Rental
They rent it out to a family member
Rent to Own
They arent the immediate owner, but once paid off they will be.
MOBILE HOMES
What construction does a mobile home need to be in order for us to do the work?
What if the property is 2x2 construction?
Homeowner says home is 2x4 construction, what is the next step?
Homeowner does not know the construction of the home, what do you do?
Just go based off the zillow value, and quote accordingly
Look on Zillow for the listed construction
Error on the safe side and just quote over the phone
Ask them if they can measure the door jamb to determine this.
What is the value we look for on zillow for mobile homes?
$125,000
$150,000
$90,000
Use zip tracker to determine.
You are searching in zillow for the value, but zillow cannot find the property or the zillow value/zestimate is not showing up. What do you do?
What Market has an extra step in the mobile home process?
Central Texas
Philly
Nevada
Colorado
In NV, if the mobile home was built before (a) we cannot do the work due to licensing.
If the mobile home in NV was built before 1976, how do we result the lead?
When do we quarantine a mobile home?
The Mobile Home Process applies to the following:
Mobile Homes
RVs
Modular Homes
Manufactured Homes
ZIP TRACKER
What cities do we use the zip tracker for?
Dallas
Houston
Philadelphia
Fort Worth
Austin
What is the first step in the zip tracker process?
What do you do if the zip tracker indicates to zillow the property and the property is under the value indicated by the zip tracker?
When do we quarantine this?
When do we post notes that we followed the zip tracker process?
Before you call the lead
When we talk to the homeowner, but we need to call them back later
When you are setting an appointment
SUNROOM
What construction does the sunroom need to be in order for us to do the work?
What if the homeowner doesnt know the construction?
What if the homeowner states the sunroom is aluminum construction?
PATIO VS ENTRY DOOR
Homeowner says they have a back door that leads to their backyard/patio. You ask if its a patio door or entry door and they dont know how to determine that. How do we describe the difference?
This door leads to the backyard. Is this a patio or entry door?
Patio
Entry
DUPLICATES
Do we try or ignore this duplicate?
TRY
IGNORE
Do we try or ignore the duplicate?
TRY
IGNORE
What happens if we try the duplicate, and then later in the script the homeowner says that the address we read off is for their old home and they give you new the address
If the homeowner tells you the address is different than what's on the lead, you make a new lead. How do you source this?
If an event or gf rep calls in a lead and its a duplicate, how do we determine if we can update the source?
We need to check if there has ever been a Demo No Sale
If the last source was updated more than 2 weeks ago
If there has never been a sale
If the source was updated more than 30 days ago
How do we credit a gf or event rep if we cannot update the source?
Tell a coach
Add it in the top white box.
They track it themselves, so just set it
Post a note with their information
