"Sellers Call Sheet Template"

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Sellers Call Sheet
People
Motivation
1) Owner’s Name _________________ 2) Phone _______________
8) How did you find out about us?
3) Address _____________________________________________
9) What made you decide to call?
4) Owner’s Name _________________ 5) Phone _______________
_____________________________
6) Address _____________________________________________
10) Why are you selling? _________
7. ) Who helps you make decisions? _________________________
_____________________________
11) What will you do if you don’t
Property
sell it? ________________________
21) Property Address _____________________________________
12) How long has it been for sale?
22) Age ___ 23) Neighborhood qG qF qP 24) Schools qG qF qP
_____________________________
25) Brick/Wood qB qW 26) # Bedrooms ____ 27) # Garages ___
13) Any written offers? q Y q N
28) Kitchen qG qF qP —Modern, New Old _________________
14) q Vacant? q Occupied?
29) Bath #____ qG qF qP —Modern, New, Old ______________
15) Occupied by tenants? q Y q N
30) Foundation qG qF qP 17) Roof qG qF qP
16) Any Tenant Problems? q Y q N
31) Plumb qG qF qP 20) Heat qG qF qP 21) Electric qG qF qP 17) Payments Current? q Y q N
32) Windows qG qF qP 23) Doors qG qF qP 24) Walls
18) Special Situa tion: q Foreclosure
q Estate q Divorce q Bankruptcy
33) Extras (A/C, yard, deck) _______________________________
34) Improvements (Within 3 years) __________________________
19) Need money for? ____________
35) Problems (Describe in detail) ___________________________
20) What else should I be asking? __
Finance
_______Income/Expenses/Mo.
36) Appraised
$ ________
37) Explain 36 __________________
55) Gross Rent $ ____________
38) Asking Price
$ ________
39) Explain 38 __________________
56) Other Inc. $ ____________
40) Tax Value
$ ________
41) Explain 40 __________________
57) Total Inc. $ ____________
st
42) 1
Mtg Bal
$ ________
43) Mos Remaining ____ Rate ____ %
58) Pmt (P&I) $ ____________
45) Do you have loan papers? q Y q N 59) Taxes (T) $ ____________
44) Lender ________________
46) q FHA q VA q CONV q Private
_________________________
60) Ins (I)
$ ____________
nd
47) 2
Mtg Bal
$ ________
48) Mos Remaining ____ Rate ____ %
61) Pmt (P&I) $ ____________
50) Do you have loan papers? q Y q N 62) ________ $ ____________
49) Lender ________________
51) Lien/Debt
$ ________
52) Explain 50 __________________
63) Pmt (P&I) $ ____________
54) Do you have lien papers? q Y q N
53) Equity
$ ________
64) Adv.
$ ____________
65) Repairs
$ ____________
Buying Formulas
66) Maint
$ ____________
71) Full Price: Pmt = Equity $__________ ÷ 100 = $ __________/mo
67) Misc.
$ ____________
) Mgmt.
$ ____________
(Line 71 is not to exceed line 70, the Max Pmt. the property can afford to pay.)
68
72) All Cash: Price = FMV $_________ x (30/50/60% Rule) = $ _____
69) Total Exp. $ ____________
73) Cash Down + Paper Back:
70) Max Pmt. $ ____________
(Reduce Price $2 For Every $1 Down—then recalculate line 53 & line 71.)
(Line 70 = line 57 – line 69)
.
Sellers Call Sheet
People
Motivation
1) Owner’s Name _________________ 2) Phone _______________
8) How did you find out about us?
3) Address _____________________________________________
9) What made you decide to call?
4) Owner’s Name _________________ 5) Phone _______________
_____________________________
6) Address _____________________________________________
10) Why are you selling? _________
7. ) Who helps you make decisions? _________________________
_____________________________
11) What will you do if you don’t
Property
sell it? ________________________
21) Property Address _____________________________________
12) How long has it been for sale?
22) Age ___ 23) Neighborhood qG qF qP 24) Schools qG qF qP
_____________________________
25) Brick/Wood qB qW 26) # Bedrooms ____ 27) # Garages ___
13) Any written offers? q Y q N
28) Kitchen qG qF qP —Modern, New Old _________________
14) q Vacant? q Occupied?
29) Bath #____ qG qF qP —Modern, New, Old ______________
15) Occupied by tenants? q Y q N
30) Foundation qG qF qP 17) Roof qG qF qP
16) Any Tenant Problems? q Y q N
31) Plumb qG qF qP 20) Heat qG qF qP 21) Electric qG qF qP 17) Payments Current? q Y q N
32) Windows qG qF qP 23) Doors qG qF qP 24) Walls
18) Special Situa tion: q Foreclosure
q Estate q Divorce q Bankruptcy
33) Extras (A/C, yard, deck) _______________________________
34) Improvements (Within 3 years) __________________________
19) Need money for? ____________
35) Problems (Describe in detail) ___________________________
20) What else should I be asking? __
Finance
_______Income/Expenses/Mo.
36) Appraised
$ ________
37) Explain 36 __________________
55) Gross Rent $ ____________
38) Asking Price
$ ________
39) Explain 38 __________________
56) Other Inc. $ ____________
40) Tax Value
$ ________
41) Explain 40 __________________
57) Total Inc. $ ____________
st
42) 1
Mtg Bal
$ ________
43) Mos Remaining ____ Rate ____ %
58) Pmt (P&I) $ ____________
45) Do you have loan papers? q Y q N 59) Taxes (T) $ ____________
44) Lender ________________
46) q FHA q VA q CONV q Private
_________________________
60) Ins (I)
$ ____________
nd
47) 2
Mtg Bal
$ ________
48) Mos Remaining ____ Rate ____ %
61) Pmt (P&I) $ ____________
50) Do you have loan papers? q Y q N 62) ________ $ ____________
49) Lender ________________
51) Lien/Debt
$ ________
52) Explain 50 __________________
63) Pmt (P&I) $ ____________
54) Do you have lien papers? q Y q N
53) Equity
$ ________
64) Adv.
$ ____________
65) Repairs
$ ____________
Buying Formulas
66) Maint
$ ____________
71) Full Price: Pmt = Equity $__________ ÷ 100 = $ __________/mo
67) Misc.
$ ____________
) Mgmt.
$ ____________
(Line 71 is not to exceed line 70, the Max Pmt. the property can afford to pay.)
68
72) All Cash: Price = FMV $_________ x (30/50/60% Rule) = $ _____
69) Total Exp. $ ____________
73) Cash Down + Paper Back:
70) Max Pmt. $ ____________
(Reduce Price $2 For Every $1 Down—then recalculate line 53 & line 71.)
(Line 70 = line 57 – line 69)
.