If a buyer has been prequalified, we highly recommend adding the information to their profiles, displaying it on their report, and optimizing their home search experience by helping them find markets that best match their finances and priorities. We'll also alert you and the buyer when their pre-qual is about to expire.
You can add a pre-qual in the following ways:
Through bulk import
Manually adding to client's profile
Buyers can also request a pre-qual from within their Market Report, sending a direct message to your inbox. They will also land in the Needs Attention Key Client List. More on that HERE.
At this point, if you haven't run numbers for this client, you will want to give them a call. Once the pre-qual is complete, you can enter that information into their buyer profile.
How do I add a pre-qual to one of my buyers?
You can add pre-quals manually within the buyer profile or via bulk import. See the video below for how to manually add a pre-qual for a buyer.
