The consultation, before anyone gets in a car.
Thirty-six questions, before anyone gets in a car. Most of what makes a search painful is knowable on day one, and almost none of it comes up unless somebody asks.
Thirty-six questions, asked before anyone gets in a car. Most of what makes a buyer search painful — the surprise co-signer, the lease that ends in three weeks, the lender nobody has spoken to — is knowable on day one, and almost none of it comes up unless somebody asks.
You are not going to get through all thirty-six in one sitting.
Nor should you try. Work down a section at a time and leave the rest for the next conversation. A section you have not opened at all is the one worth noticing.
Tick what you have actually covered. The sections are independent and most consultations do not run in this order — start wherever the conversation does.
Your ticks stay in this browser. Nothing is sent to us, and there is nothing to sign in to.
A conversation covers what the buyer volunteers. A questionnaire covers what you need to know, which is a different set — and the gap between them is where the awkward surprises live.
The money and decision-maker sections are the ones people skip because they feel intrusive on a first meeting. They are also the two that most often end a deal three weeks in, when a parent contributing the down payment turns out to need a gift letter, or the closing costs were never budgeted for.
This sits after the first call rather than during it. The lead sheet is what you fill in while someone is on the phone; this is the sit-down that follows.
Capturing it is one job; keeping it somewhere useful is another. Request a call and our team will call you within 24 hours. It’s free, with no obligation.
