Call Porter

1. Greeting and Introduction

"Hi, this is [your name] with HomeVisors Collective — can I get your full name please?"

Full Name *

Phone *

"Great, and can you also let me know if you have an email that you can share?''

Got it! Can you let me know the property address?
(Let them answer)

Street Address

City

State

Country

Postal code

Setting the Rules

Awesome! Well, do you have about 15-20 mins to set aside so we can talk about that? (gain their agreement)

This will be a quick conversation, I’m going to get to know a little bit about you and your property,

I’ll answer any questions that you may have, but ultimately my goal at the end of this is to give you enough information to make a decision about what your next steps are going to be.

If it’s a Yes and you move forward with one of our home buyers that’s great

If it’s No that’s okay too!

Monthly Insurance

Monthly Rent Amount

Monthly Property Taxes

Principal & Interest (P&I)

Taxes & Insurance (T&I)

Square Footage

# of Bedrooms

# of Bathrooms

Garage

What year did you buy the property?

Is the House Currently Listed With A Realtor?

Year Built

Lot Size

I have a few more questions if you have time to go over them.

If YES - continue

If NO - end it on a positive note

PAST, PRESENT AND FUTURE

Past Questions:

When you first decided to move in, what drove you to choose this house? What did you love about it?

How long have you owned the property?

How long have you lived here?

What was the neighborhood like when you moved in?

What was your favorite memory or experience while living in this home?

What kind of changes or improvements have you made to the property over the years?

You told me what you loved, was there anything you didn’t love about the house when you moved in?

How has the house or neighborhood changed since you’ve been here?

Present Questions:

What can you tell me about the current condition of the home?

Are there any major repairs or updates the house might need right now?

Can you give me the basic property details? (beds/baths/sqft)

How long have you been thinking about selling it?

Have you explored any other options before us?

What was your first option?

What about that option made the most sense to you?

What made you decide not to move forward with that? What made you decide to call us?

How has living in the home been for you recently?

What’s the biggest challenge you’re currently facing with the property?

If you could change anything about your house now, what would you change?

Have you had anybody out to look at those things? What’d they say?

What kind of outcome are you hoping for from this sale

Future Questions:

Once you sell this house, what happens next?

What would you still need to figure out?

Do you know where you’re going?

What’s your ideal outcome after the sale of this property?

Are there any plans or priorities you’re excited to pursue after the sale?

If you sold the house, is there anyone that would be upset, or anyone you would want to talk to first?

If we were able to buy the property would we have to pay off a mortgage?

How much do you still owe?

What were you hoping to walk away with?

If you decided to sell to us or anyone else, what does your timeframe look like?

What would a smooth and successful sale look like for you?

Is there anything we haven’t discussed that you are trying to accomplish?

4. Recap: Transition to Close - 1 minute

Example:

Okay, we’ve talked about a lot, so I just want to make sure we are on the same page.
You told me the house is a (Bed/Bath, SQFT)
you have lived here for (x, years)
The neighborhood is (x,y,z)
You love (x,y,z) and you said the house still needs (x,y,z updates).
You’ve been thinking about selling for (x, time) and you’re looking to accomplish (x,y,z end goal)
You’ve explored (x,y,z options) already, but if we can create a positive opportunity here you’d be looking to close (x, timeframe)

5. How do we present our offer?

Have I missed anything?

I think we would be a good fit for each other. Let’s schedule an appointment with our HBS.

5. Booking Appointments: The Close - 2 minutes

I think we would be a good fit for each other. Let’s schedule an appointment with our HBS.

Framework: This is the information you need to give the seller

Our appointments usually go between 45 minutes to 1 hour
Our House Buying Specialist will: walk the house, take some photos, talk with you for a while to understand your needs for selling your property.

- You will get an offer at the end of the appointment

Set the appointment date as soon as possible, preferably the same day. If not, as soon as possible.

Key Phrases:

When we come out to meet you, if we are able to meet you at your price and everything else that is important to you… Will you feel comfortable making a commitment to us?
Can you think of anything that might come up that would stop you from meeting Dave that day?

If NO to commitment -

‘Ok great I wanted to make sure because our appointments book up VERY quickly and I will touch base with Dave after this call and make sure he takes good care of you.’

If YES or MAYBE -

‘Our appointments book up VERY quickly. My fear is if you can’t make our appointment, it could be weeks before we can come out and meet you… Is there another day that you have more flexibility?’ - if no other day works or is still on the fence— Call me back when you are ready for us to come out and meet you…. Do you have my number saved?