Managing Qualified Buyers: A Step-by-Step Guide

Last Updated Mar 14, 01:26 AM

I) Endorsement of Qualified Buyers

  1. You can access new Qualified Buyer Endorsements in your Leads CRM and will receive notifications about it via email, SMS, and on the platform.

II) Accepting Qualified Buyer

  1. Review the pre-qualification results of the Qualified Buyer.

  2. Accept or Decline the Qualified Buyer.

Note: Some Qualified Buyer Endorsements may choose not to disclose certain information. The Partner has complete discretion to Accept or Decline.

Tip: Accepting is risk-free. You can still accept the Qualified Buyer Endorsements, even if they don't match your criteria, to introduce other properties they may show interest.

III) Introduction to the Qualified Buyer After Accepting

  1. A Buyer Assistance Officer will initiate an email involving the Qualified Buyer and the Partner to introduce them to each other.

  2. The Partner must then join the conversation, introducing the property the Buyer showed interest in and guiding them through the sales process.

Tip: Give the Buyer a heads-up by introducing yourself via SMS before calling them.

IV) Updating the Buyer Status in Leads CRM

  1. Update the status of the Buyer regularly via the ‘Status’ feature in your Leads CRM.

  2. Share your feedback about the Buyer with your Partner Coordinator.

Tip: Weekly or monthly reports are available to provide insight into your performance.