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Initial call record

Internal form only

Client name(s)

Number called

Did you reach the client(s)?

Yes

Sale or purchase matter?

Sale

Purchase

Do we already have contact details for each client?

Yes

Contact details

First name	Mobile number	Email address

Principal residence?

Yes

How are they funding purchase?

Cash

Loan

Do they have a mortgage?

Yes

Which lender?

Where is their title held?

Confirmation

Client knows which team member will be

I advised they should expect to receive communication via text and email regarding our portal

I advised they will receive an initial email with important dates and next steps

I advised they will receive link to complete VOI remotely via InfoTrackID

I let them know they can email or request a call back after receiving initial email

Comments/notes