Congratulations on claiming an appointment referral! Here’s what you need to know and do to maximize your success:

What Happens Next?

• Appointment Confirmations:

  • The consumer will receive an appointment confirmation immediately after booking, along with reminders 24 hours and 1 hour before the scheduled time.
  • No need to call beforehand, but if you’d like to send a quick text for a personal touch, use this template:
    "Hi {{Insert Client Name}}, my name is {{Insert Your Name}}, we have a home valuation scheduled for {{Time/Date}}. If this time and date no longer work, please let me know. Otherwise, I’ll see you at your home then!"

• This Is a Consultation:

  • Please note this is a consultation, not a listing appointment. The goal is to build rapport, provide valuable insights, and set the stage for a potential listing agreement later.
  • Best Practices for Appointment Consultations: Attached is a detailed guide to help you prepare and conduct a successful consultation. View Best Practices.

What to Do After Claiming an Appointment Referral

1. Review Lead Details:

   • Log into your SOLD.com Agent Portal to access the lead’s contact details, property information, and lead intent under the Referrals tab.
   • Review and take notes about the client’s needs or preferences based on the information provided.

2. Prepare for the Appointment:

   • Review comparable market data or neighborhood trends to be prepared for any valuation-related questions.
   • Bring any tools or materials that will showcase your expertise (e.g., market analysis, client testimonials, etc.).

3. Organize and Update:

   • Keep your portal organized by updating the referral status after each interaction.
   • Use the notes section to document conversations or next steps.

4. Follow Up If Necessary:

   • If the client is not ready to list immediately, set reminders to stay in touch with market updates, insights, or offers for a follow-up consultation.

Need Help or More Information?

• Phone: 844-680-7653
• Email: [email protected]
• Submit a Request: Submit Here

We’re here to support you in making the most of your referrals!