Windsor Homes Guest Sheet

Date Visited
Windsor Agent

General Information

First Name
Last Name
Phone Number
State (ex: NC)
Co-Buyer First Name
Co-Buyer Last Name
Co-Buyer Phone
Co-Buyer E-mail
Co Buyer Employer

What Type of Prospect?
(Check One)

Add Notes for the Visit - the more the better (Protected)

1. What Prompted Your Visit Today?
Please Explain Question #1 (For example, if they say Internet Search, enter the words they used to find us)

2. Current Living Arrangements

3. When Do You Plan to Move Into Your New Home?

4. Are You Working With a Mortgage Lender?

5. Are You Preapproved for a New Loan?

6. Will you be Selling Your Current Home Prior to Purchasing?

7. Top 3 New Home Requirements

8. Number of Bedrooms Needed?

9. Desired Price Range

10. Desired Floor Plans

11. Have you visited other new home builders?

12. Are You Working With a Realtor? if No, Leave Blank
or Click to Add a New Realtor