Live transfer best practices

Streamlining live transfers for maximum efficiency

Optimize live transfers by introducing yourself, noting customer contact info, reviewing property details, discovering buying motivation, attentively listening, gathering financial insights, and highlighting your services' value through scheduling an in-person meeting.  

Introduction

• Briefly introduce yourself.

Contact information

• Write down customer contact info for potential disconnections.

Property review

• Inform the customer you're pulling up the property.
• Check listing status (active, pending, etc.).

Information scan

• Scan relevant listing details for informed discussions.

Discover motivation

• While waiting, learn their motivation for buying.
• Ask, "What attracted you to this home or neighborhood?"

Attentive listening

• Give full attention; listen actively and take notes.

Financial insights

• After rapport, inquire about finances and purchasing ability.

Highlight value

• Demonstrate your services' value by scheduling an in-person meeting.