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6 Questions to Ask Your Clients at the Beginning!

Reblogger Les & Sarah Oswald
Real Estate Broker/Owner with Realty One Group BRE 01230211 & 01919354

 

      Have you ever considered what direction to take in your conversation when meeting a prospective client at an open house? At door knocking conversations? As you meet people during property management activities?

      Recently, Carrie Gable from Palatine, IL wrote about six universal questions to bring up when meeting a prospective client. Each one is unique in meeting the needs of so many about to make a real estate transactions in the future, which covers just about everyone. Read her blog and then go out and meet another prospective client armed with her great advice.

Original content by RealSupport, Inc.

As a real estate professional, there are certain questions at the beginning of any client relationship that must be addressed right off the bat. Not only does this allow you to get to know your clients and identify their real estate needs, but it also enables you to provide the best possible service to them. Some professionals have a standard, introductory questionnaire that they fill out while asking their clients pertinent questions about their real estate goals. Others maintain a detailed file on each client that they can quickly and conveniently review as needed. Regardless of what your personal system may be for client organization and satisfaction, here are ten universal questions that every real estate professional must determine when meeting with a new prospect:

1. Is your goal to upgrade, downsize or remain stable? One of the most important questions, this will help when prospecting potential homes for your buyers as well give you insight into their real estate goals. Are they moving up the ladder and/or expanding their family? Are they "empty nesters" seeking less upkeep and maintenance? Or are they simply relocating into a comparable home?

2. What are your short term and long term real estate goals? This will help you determine how long they plan to stay in their new home. Perhaps their career requires frequent relocation or they are hoping to turn a quick profit. Conversely, maybe they're seeking a home to settle into for a while or are investing in a property as a long-term rental.

3. Which is more important, when it comes to your transaction - Price or promptness? Of course both are equal parts essential, but this will give you good insight as to their urgency. Does their situation mean that they need to find something suitable quickly, or are they looking forward to taking their time with the sale and/or purchase? If buying, is their budget firm or are they willing to pay a bit more for something that meets all of their criteria of an ideal property? If selling, do they have some room to haggle on the sale price or are they unwilling to budge?

4. What have you liked and disliked about real estate professionals that you've done business with in the past? Without letting them delve too deeply into specifics, this is a good general question to ask. It will allow them to set their expectations in the beginning as well as give you some understanding into what they may appreciate and what they dislike.

5. If selling, what are your home's greatest strengths and weaknesses? By having your client consider their home as a potential buyer, it will help prepare them for questions or concerns that a real potential buyer may have down the line. Typically, homeowners are usually aware of the good, marketable characteristics of their property as well as what may be a deterrent for some. This will also give you early insight into any potential issues with the home.

6. If buying, what are the most important characteristics in a home for you? Again, there are likely many characteristics, such as location, price and condition, that are all equally important for the buyer to take into consideration - However, knowing what the imperative "must-haves" are will better aid you in prospecting and scouting potential homes for your client. Are they willing to sway on price if it means being in a specific location? Are they open to a few different areas so long as the home is in move-in condition and priced below a certain figure?

As you can see, there are a handful of important questions to ask your clients at your first meeting. This will help you gauge their wants and needs, so that you can assist them in the most seamless real estate transaction possible. As a longtime Real Estate Virtual Assistant team, we know that there are many different types of situations and transactions and that clients are oftentimes as unique as the industry itself! However, proactivity is key in any business and our team looks forward to helping our clients throughout the United States with their Real Estate Virtual Assistant needs.

Megan Quinn
Copywriting Specialist

RealSupport Inc. Real Estate Virtual Assistant

The RealSupport, Inc. Team
1232 West Northwest Highway

Palatine, IL 60067

Office: (847) 705-1655

Fax: (847) 589-8989
Info@RealSupportinc.com

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Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Excellent reblog Sarah and Lester, I would have missed this one.

 

May 25, 2014 04:56 PM
Anna Hatridge
R Gilliam Real Estate LLC - Farmington, MO
Missouri Realtor with R Gilliam Real Estate LLC

Great evaluation list. Thank you for re-blogging, I missed it the first time.

 

May 25, 2014 06:10 PM
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Hi Sarah and Lester - knowing and mastering client scripts will make you a better agent.  The questions should flow as natural as possible.

May 25, 2014 08:43 PM
Athina Boukas
Virginia Capital Realty - Richmond, VA
Certified Residential Specialist (CRS)

Good list. This also shows you are listening to their needs.

May 25, 2014 11:07 PM
Larry Johnston
Broker, Friends & Neighbors Real Estate and Elkhart County Subdivisions, LLC - Elkhart, IN
Broker,Friends & Neighbors Real Estate, Elkhart,IN

Hi Sarah and Lester,  Great information list, that Carrie shows in her blog.

May 26, 2014 01:57 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Bob,

You are welcome... I will be using these for my maketing for sure.

May 26, 2014 11:31 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Anna,

I agree... These are great questions for marketing your services.

May 26, 2014 11:37 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Michael,

I'm on it. Glad I ran across these for sure.

May 26, 2014 11:38 AM
Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400
The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803 - Plainview, NY
Long Island Condo and Home Specialists

We don't use scripts, but know many Realtors rely on them. We just kinda wing it...

May 26, 2014 09:41 PM
Dinah Stallworth-Lewis
Priority Real Estate LLC - 318.332.8281 - Natchitoches, LA
NATCHITOCHES, LA HOMES FOR SALE

Sarah & Lester,

This is excellent information.  Question #5 allows the seller to look at the property objectively, which is great since  a great deal of sellers have a lot of sentimental value attached to the property.   

May 27, 2014 04:07 AM
Bill Dean
Haggerty Team St. Louis, Mo. - Fenton, MO
William Dean - Broker, Salesperson

It is one I also had not seen thank you for reblogging this great information.

I have always used some form of asking #4 and I am still stunned by how many people have had bad outcomes with their previous agent (s)  

May 27, 2014 04:45 PM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Athina,

Listening is so very important when it comes to finding our clients their dream home.

May 29, 2014 02:47 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Larry,

Thanks for stopping by. The list will help realtors in better understand the needs of our clients.

May 29, 2014 02:49 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Larry & Sheila,

The important thing is communication and the art of listening to better serve our clients.

May 29, 2014 02:52 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Dinah,

Question #5 allow sellers to see their homes from a buyer's perspective.

May 29, 2014 02:53 AM
Les & Sarah Oswald
Realty One Group - Eastvale, CA
Broker, Realtor and Investor

Bill,

I intend to use question #4 in my open houses...It will give me the heads up of what not to do.

May 29, 2014 02:55 AM