Easter/ANZAC Day Closure: Our office is currently closed and will reopen at 9:00 am on Monday, 28 April 2025.

Initial call record

Internal form only

INITIAL CALL RECORD
Did you reach the client(s)? 
Sale or purchase matter? 
Do we already have contact details for each client?
Contact details
First nameMobile numberEmail address
Principal residence?
How are they funding purchase?
Do they have a mortgage?
checklist
Confirmation