CASE ANALYSIS Category Instruction
Good morning sellers!
In order for us to fast track our way of dealing with client’s concerns or cases, I encourage everyone to post here the case you’re working on so that we’ll be able to see it, observe it and look for ways to solve it.
This way, we can all learn these cases and be able to know the solution if we stumble upon similar cases on our own clients.
Use this format:
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Client Name:
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Agent Name:
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Initial Property/Project Inquiry - Name of the Project
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Client Background - Include whatever is available such as age, income, civil status, source of income (locally employed, self-employed, freelancer, business owner, remittances, pension, etc), purpose of buying (personal use, capital appreciation, rental investment, gift to someone) and mode of payment (Cash, Deferred Cash/Installment, Spot DP, Bank Financing, Pag-Ibig Financing, Rent To Own).
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Client Concern/Needs - Include concerns that are non-negotiable, factors that is a must for them and cannot be compromised (such as age, no. of occupants, if they have elderly, only on certain location,etc.).
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Problem that needs to be addressed - Your personal analysis based on the information you gather from a certain client.
Use this format every time you post a certain case of your client. Post it in this category. Reply “GOT IT” if you read this post.
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