Beruflich Dokumente
Kultur Dokumente
100%
Likelihood of Contract
100%
3/20/2015
Prospects
1
75%
50%
75%
50%
0
0
25%
5%
25%
< 25%
1
0
Total Prospects
Weighted Avg
Active Leads
Prospect Full
Name
Likelihood
Antic.
of Contract Contract Date
Source
Property Address
Listing or
Sale L or S
List Agent
Buy Agent
Smith
Mary
100%
Fall 2012
Web Lead
Judy Johnson
Paul
Jones
Bill
25%
Spring 2013
Print Ad
Paul
Paul
Date of
Last Contact
Details/Next Steps
10/01/12
10/14/12
Emailed Mary and closed for appt on 10/12. Mary came down and viewed 3 homes - liked 123 Main St the best. List price $350k.
Wrote offer for $340k. Sent offer to co-broke. Will follow up with co-broke on 10/15.
10/10/12
10/13/12
Bill called on 456 1st Ave. Out of Bill's price range - upto $400k. Sent a MLS link for available properties. Follow up call scehduled for
10/15.
Address
456 1st Avenue
Unit
Owner
Miller
Commission
6%
Co-List Agent
MLS Number
Change of Status
9/15/2012
$550,000
Address
Unit
Owner
Commission
$0
Change of Status
Original Price
$560,000
List Date
8/15/12
Difference
$10,000
$560,000
AVG
$10,000
Original Price
List Date
Difference
$0
$0
BR's
3
BA's
2
Sq Ft
2000
Expire Date
2/15/13
BR's
BA's
Sq Ft
Expire Date
File in Dotloop
Y
File to MCA
Y
Showing Instructions
Lockbox #123
Key
Box #1
Showing Instructions
Key
MLS - CMC/SJR
CMC
eShowings
Y
Lockbox Installed
Y
Sign Installed
Y
Notes
MLS - CMC/SJR
eShowings
Lockbox Installed
Sign Installed
Notes
3/20/2015
SETTLEMENTS
0
0
0
0
0
TOTAL SALES
OUTSTANDING CONTRACTS
SELLER/BUYER DATA
Seller
First
Name
Seller
Last Name
Buyer
First Name
Buyer
Last Name
Address
Sally
Seller
Bill
Buyer
Sales
Bob
Homebuyer
CONTRACT DETAILS
Ratif.
Date
Atty
Review
End Date
List
Agent
8/5/2012
8/11/2012
Paul
Buy Agent
Shelley
Conting.
Status
Mort $349,000
FINANCING
Deposit
On Hand
Gross
Sales Price
Net Sales
Price
SF
$/SF
Lender or
N/A
$59,900
$599,000
$599,000
1,822
$329
Metlife
$66,000
$660,000
$660,000
1,986
$332
Citibank
Mort.
Commit
8/24/2012
CLOSING TIMELINE
Loan Type
or Cash
$359,400
OTHER DETAILS
CO Rec'd
Cert of Ins
Title Ready
Buyer Walk
Date/Time
Closing
Date
Closing
Time
Days Until
Close
9/30/2012
9/30/2012
9/30/2012
10/16/2012 12:30pm
10/16/2012
2:00pm
-885
1/27/2012
2/8/2012
2/8/2012
2/24/12 10:00am
2/24/2012
11:30am
2
3
4
5
6
7
8
9
10
CLOSED UNITS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
Suzy
1/19/2012
Shelley
Jimmy Jones/C21
Mort $594K
1/25/2012
$594,000
Notes:
Atty addendum finalized. Clear to close
3/20/2015
Lender
Lender 1
Lender 2
Lender 3
Lender 4
Lender 5
Lender 6
Representative Name
Representative Name
Representative Name
Representative Name
Representative Name
Representative Name
Lender Type?
Portfolio Loans?
Direct Lender
Sell to Banks
Broker
Yes
Broker
Broker
TBD
PreSale Req. %
No
No
Do 20 prior to 50%
No
No
71%
80% <$1mil
Max CLTV: 90%
75% up to $1mil
70% $1mil- $1.5mil
70%
75%
Up to $650K = 80% LTV
$650K-1M LTV= 75%
1M - 1.5M LTV = 70%
1.5M - 2M LTV = 65%
TBD
TBD
TBD
610
700
Contact Info
Proj. Capacity
Max LTV
Notes
Clean credit,
negotiable
Closed:
Buyer 1
Buyer 2
Closed:
20 loans
Closed:
Closed:
Closed:
Closed:
Issues
credits cannot
exceed actual
closing costs
Mainly 10 yr arms,
or 15 yr arms.
Might do fixed
products on exception
basis.
Unreliable contact
Traffic
Appts Shown
Be-Backs
Walk-ins
Total
3/20/2015
Jan
10
19
16
45
Feb
16
8
6
30
Mar
19
10
16
45
Apr
22
7
14
43
May
17
13
32
62
Jun
21
14
36
71
Jul
40
21
65
126
Aug
19
7
65
91
Sep
3
5
22
30
Oct
0
0
3
3
Nov
0
0
0
0
Dec
0
0
0
0
TOTALS
167
104
275
546
Calls
37
70
54
49
56
50
52
41
13
424
Lead Source
Website
Internet Add
Eblast
Print Add
Direct Mail
Event
Referral / Broker
Signage / Local Res.
Total
Jan
4
0
31
2
0
0
4
6
47
Feb
6
0
9
0
0
0
2
7
24
Mar
10
0
7
0
0
0
4
10
31
Apr
11
0
0
7
0
0
4
9
31
May
10
0
0
7
0
0
3
19
39
Jun
10
0
0
2
2
0
8
28
50
Jul
21
0
0
4
0
0
7
49
81
Aug
14
0
0
0
0
0
2
65
81
Sep
1
0
0
0
0
0
4
21
26
Oct
1
0
0
0
0
0
0
2
3
Nov
0
0
0
0
0
0
0
0
0
Dec
0
0
0
0
0
0
0
0
0
TOTALS
88
0
47
22
2
0
38
216
413
CALLS
DATE
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
PHYSICAL TRAFFIC
150
100
50
0
Jan
Feb
Mar
LEAD SOURCE
CALLS
APPTS SHOWN
BE-BACKS
WALK-INS
TOT. TRAFFIC
WEBSITE
WEB ADD
EBLAST
PRINT ADD
DIRECT MAIL
EVENT
REF / BROKER
SIGN / LOCAL
1, 2012 (Sat)
2, 2012 (Sun)
3, 2012 (Mon)
4, 2012 (Tue)
5, 2012 (Wed)
6, 2012 (Thu)
7, 2012 (Fri)
8, 2012 (Sat)
9, 2012 (Sun)
10, 2012 (Mon)
11, 2012 (Tue)
12, 2012 (Wed)
13, 2012 (Thu)
14, 2012 (Fri)
15, 2012 (Sat)
16, 2012 (Sun)
17, 2012 (Mon)
18, 2012 (Tue)
19, 2012 (Wed)
20, 2012 (Thu)
21, 2012 (Fri)
22, 2012 (Sat)
23, 2012 (Sun)
24, 2012 (Mon)
25, 2012 (Tue)
26, 2012 (Wed)
27, 2012 (Thu)
28, 2012 (Fri)
29, 2012 (Sat)
30, 2012 (Sun)
0
0
2012 TOTAL
414
166
104
273
539
87
47
21
37
216
DESCRIPTION / NOTES
Apr
Traffi c
May
Jun
Calls
Jul
Aug
Sep
Lead Sourc
Website
21%
Eblas
Signage / Local11%
Res.
52%
Print A
5%
Referral / Broker
Direct Mail
9%
0%
150
80
60
100
40
50
0
Jan
20
Feb
Mar
Apr
Traffi c
May
Jun
Calls
Jul
Aug
Sep
Oct
Lead Source
Nov
0
Dec
GROSS SALES
###
###
###
###
###
###
###
###
###
Website
21%
Eblast
Signage / Local11%
Res.
52%
Print Add
5%
Referral / Broker
Direct Mail
9%
0%
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
Month
October
Week 1
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total
Date
3
4
5
6
7
8
9
Week 2
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total
10
11
12
13
14
15
16
Week 3
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total
17
18
19
20
21
22
23
Week 4
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total
24
25
26
27
28
29
30
Monthly Totals
Conversation Rate
Contact
s Made Hours
Closed for
Appointment
A Prospect
Prosect Name
Agent Assignment
Requested
Sales Rep
Follow Up
B Prospect
Smith/LC
Requested
Not
Collateral Interested
C Prospect D Prospect
Quality Leads
A-B-C
Prospects
11%
0%
11%
0%
2
Quality Leads
22%
Prospects
100% 100%
75% 75%
50% 50%
0
0
0
25% 25%
1% < 25%
1
0
Total Prospects
Weighted Avg
1
0
Prospect Name
Buyer
Bob
Rating
Inside
Sales
Agent
25%
SVD
Date of
Time of Sales Appointment
Appointment Appointment
Confirmed
10/01/12
3pm
YES
Details/Next Steps
showed 11 Main Street & 905 1st Avenue. Price range closer to $500k, but their favorite is 11 Main. They have 2 sons in
college and they have to discuss what they can afford. Follow up call scheduled on 10/15/12