The seller wants an agent or a creative deal. Where does that go?
Download MarkdownIf the seller wants to go retail and is better served by a realtor, set Refer to Agent, move them to your agent-nurture workspace, and set a 30-day follow-up. If the seller looks like a good candidate for a creative offer instead,
If the seller wants to go retail and is better served by a realtor, set Refer to Agent, move them to your agent-nurture workspace, and set a 30-day follow-up. If the seller looks like a good candidate for a creative offer instead, set Creative Financing so the lead is worked as a creative-financing opportunity. If a seller's situation does not match any documented status, check with your team, since your pipeline can be customized.
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- How do I stop other people from calling a lead while I work an offer?Move the lead to Interested - Set Offer Status. That locks the lead to the assigned manager, so no one else on the team calls it while you work the offer. Use it when you are actively working the deal: due diligence after the proc