Prequalification Survey for Prospects
Prepared by Anna Jefferis
(Real estate is really starting to get to me...)
Section One
Name as appears on Drivers Licence
Full Address
Is this your current place of residence?
Phone Number
Email address
Blogs/Website/Twitter/Youtube channel
Date of Birth
Education
Employment
Employer’s Contact information
Previous places of residence
Three references. One (1) family, one (1) friend, one (1) professional
Section Two
How do you know me?
How long have you been aware of my existence?
What are your expectations for our relationship?
· Business
· Romantic
· Social
· ________, with the possibility of __________
How do you introduce yourself to your parent’s friends?
How do you introduce yourself to your collegues?
How do you introduce yourself to the new girl on the block?
Church?
Mentor’s name and contact info
Describe your family
Interests
Activities
Do you read?
Favorite books/authors
Skills
Certifications
Accomplishments
What’s your favorite word? Why?
Career goal(s)
Educations goal(s)
Social goal(s)
Spiritual goal(s)
What do you want to do with your life?
Who inspires you?
Greatest strength?
What most challenges you about your faith?
Sign/Date
