Outlook Tip

The Issue: One of our agents has a buyer's form on her website. When filled out, the form will email the information to the agent. This form allowed people to schedule an appointment to see one of the agents' listings. It didn't really allow them to pick a date/time, but show interest in the property. Our agent was finding that the people submitting the form were not filling in all the information which led her to believe they were not really serious. They were also rarely pre-approved, and most of them hadn't even spoken with a mortgage broker. She was starting to feel like responding to these leads was a chore and really wasn't worth her time since they really only turned a small amount of actual solid leads.

The RealSupport Solution: We devised an email script that indicated they needed to provide all their contact information, they would be required to be pre-approved and if they didn't have a mortgage broker, the agent would get them in touch with one. In addition there was one important attachment: the dual agency agreement. The next step was to create a rule on the agents Outlook so that any lead coming in from that particular form was automatically emailed the response AND attachments. The agent no longer has to lift a finger to qualify these leads!