LEAD UPDATE
Valley Dream Team · one form for every stage change
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Agent
*
What happened?
*
Confirmed showing
Showing
Agent nurture
Denied
Working with other agent
Closed
Confirmed showing
Lender
*
Total number of showings
*
Any new builds?
No
Yes
Showing
Current status
*
Initial showing
Currently showing
Was under contract, fell out
Time frame to buy/sell
0-3 Months
3-6 Months
Initial showing date
Next showing date
Agent nurture
Status
*
Initial nurture
Currently nurturing
Was under contract, fell out
Time frame to buy/sell
3-6 Months
6-12 Months
12-24 Months
24+ Months
Lead details
Handoff, pond or sphere?
Handoff
Pond
Sphere
Consultation completed?
Yes
No
Consultation date
Why not?
Denied
Reason for denial
*
Income
Credit
Both
Future purchase time frame
3-6 Months
6-12 Months
12+ Months
Status before denial
Lead
Prospect
Showing
Under contract
Working with other agent
Why is the lead going with another agent?
*
Any open deal for this lead is removed from FUB.
Closed
COE date
*
Close price
*
FUB deal ID
Leave blank and we'll use the lead's open deal.
Notes
Submit