How to Pre-Qualify Clients Before Setting Appointments

Ask these questions before you set a listing appointment with a client.

Before you schedule a listing appointment, it’s important that you pre-qualify your clients. Sometimes, clients aren’t as ready, willing, and able to sell their homes as they lead you to believe, which is why you need to ask a few key preliminary questions to ascertain whether or not they’re truly ready to begin the process. Today I’ll walk you through my pre-qualification process so that you have an idea of how to ensure you’re only setting listing appointments with clients who are ready. 

Feel free to follow along in the video above or else use the timestamps below to navigate the discussion at your leisure:

0:35—Ask the ‘who, what, and why’ of their move

1:27—Ask if they’re interviewing other agents

3:10—Ask how much they want to list the home for

4:18—Ask if they owe anything on the property

5:00—Gain insight into their personalities

6:17—Send them a pre-listing packet

Asking these questions before you set a listing appointment with a client will help you avoid wasting time and energy with clients who aren’t fully prepared to undergo the listing process.

If you have any questions about the pre-qualifying process or anything else, don’t hesitate to reach out to me. I’d love to hear from you.

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