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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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Business Builder Blog

Making Finances Simple. Changing Lives.

6/18/2015

Prospect Status Reports

Ever wonder what happened to that prospect you referred to your lender? Wish you had an easier way to keep track of prospective homebuyers and their status? Well, we can help.....
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With our bi-weekly Prospect Status Reports, you’ll always know where your pipeline stands!

Every other Thursday we email you updates on any mutual prospects. 

To provide an easy-to-read breakdown of your prospect progress, this update is color-coded just like our Loan Status Updates. 

It contains data on our last contact with prospects, and provides room for you to enter your most recent updates. This way we’ll be on the same page and you can be sure your prospects are all accounted for! 

Click here to download the image below as a PDF
























We’re ready to put our Prospect Status Reports to work for you! Feel free to contact us with any questions.


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