Investor Scorecard

NAME _____________________ PHONE __________________ EMAIL ___________________ 
DATE _____________  SOURCE ______________________

Do you currently own any investment properties?       If No —> (A)  If Yes —> (B)

1. Do you have a specific goal in mind? (Example: Net worth goal? ROI on your cash? Retirement plan?) ___________________________________________________

2. How much would you be looking to invest to start? _____________________

3. Do you own your own home? ________________ .  Any idea what equity you hold in your home?___________________.

4. Have you spoken to the bank/mortgage professional — Pre-approval?  _____________

5. Buying now or buy now with a 3 year closing (pre-construction)? 

6. Take the risk away - Are you looking to self-manage or property manager? ________________________

>> Offer suggestions and Lead to next steps.

Next Steps:  Pre-approval/Finance discussion  |  Listing Search  |  Appointment for viewing

1. What types of properties do you currently own? 
   Single Family / Town homes / Semis / Condos /  Duplex/Triplex / 4-plex + 

2. What kind of property are you looking for next? Do you have specific criteria you’re looking for?  _______________________________________________________

3. How much would you be looking to invest? _____________________

4. What’s your timeframe for buying this next property?  1-3 mths ____ 4-6 mths  _____
   Buying now or buy now with a 3 year closing (pre-construction)? 

5. Do you self-manage or have property management? _______________

Recession proof
Teacher Pension
Vertical vs. Passive

FAQ

• Tenants 

Next Steps:  Pre-approval/Finance Discussion  |  Listing Search  |  Appointment for Viewing

 Appt Date :____________________  Follow-up Date: _____________________

Follow Up Calls Made: