Sales Consultant

Client full legal name

Property Detail

Second purchaser full legal name (if applicable)

Second purchaser email address (needed for DocuSign)

Has client met with Matt Sully

(front and back needed if there is a change of address label. It is becoming more and more common that the people compiling the contract want ID to avoid possible name corrections later)

Incentives

Has a finance broker has been discussed with the client?

Is a deposit bond involved

Has a finance broker has been discussed with the client?

Rental Guarantee

Is the client aware that the Client Liaison Manager will be calling to introduce themselves?

Is the client aware of the process and contract signing time frames?

Red lights

(things that we all need to be aware of as deal breakers if applicable)

Green lights

(things that the client is drawn to or excited about if applicable)