Realtor x Prospecta - Apex Assets Limited

🏠 Essential Information

Required

Client Name *

Phone Number *

Lead Temperature *

🏡 Property Requirements

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Current Housing Situation

👤 Personal & Contact Details

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💬 Communication Strategy

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Preferred Contact Method

Relationship Level: New Contact

High Value Client?

Yes - Premium client No - Standard client

Communication Tone/Style

Professional Friendly Pidgin Formal Igbo

🧠 Psychology & Interests

Click to expand ▼

Real Estate Interests

ROI Potential Family Homes Luxury Properties Land Banking Becoming a Realtor

Casual Interests

Football Movies News Family Travel

Goals & Aspirations

Wealth Building Family Security Retirement Planning Business Growth

Challenges & Pain Points

Financing Concerns Location Uncertainty Timing Issues Budget Constraints

Fears & Objections

Market Volatility Over-paying Wrong Location Maintenance Costs

🎯 Action Plan

Important

Next Action Steps

Schedule Viewing Send Property List Arrange Financing Market Analysis Follow-up Call

Additional Notes

⏰ Set Reminder

Optional ▼

Reminder Date & Time

Reminder Message

APEX
ASSETS

APEX ASSETS

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Prospecta

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APEXASSETS

APEX ASSETS

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Prospecta

Audiobrain

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Important

Edit Lead

🏠 Essential Information

🏡 Property Requirements

👤 Personal & Contact Details

💬 Communication Strategy

🧠 Psychology & Interests

🎯 Action Plan

⏰ Set Reminder

APEX
ASSETS