Course curriculum

    1. Introduction

    2. Importance of Prequalifying

    3. Expert Insights - Key Reasons for Pre-Qualifying

    4. Prequalifying Criteria

    5. Expert Insights - Qualification Criteria per Property

    6. Expert Insights - Time Efficiency and Technology in Pre-qualification

    7. Importance of Fair Housing in Prequalifying Leads [CON?]

    8. Fair Housing Compliance Critical Points [CON?]

    9. Quick Checkup 1

    1. Best Practices for Fair Housing Compliance [CON?]

    2. Automated PreScreening

    3. Prequalifying During Follow-Up

    4. Expert Insights - Lead Follow-up

    5. Prequalifying During a Showing

    6. What Happens with Prequalified Prospects?

    7. Expert Insights - Preventing Unqualified Showings

    8. Quick Checkup 2

    9. Preparation for Activities 1-8

    10. Activity 1 - Basic Prequalifying Criteria: Coach 1 (10 Points)

    11. Reflection & Feedback - Basic Prequalifying Criteria: Coach 1

    12. Activity 2 - Basic Qualify Criteria: Coach 2 (10 Points)

    13. Reflection & Feedback - Basic Prequalifying Criteria: Coach 2

    1. Prequalifying - Move-In Date

    2. Expert Insights - Move In Date

    3. Prequalifying - Income

    4. Prequalifying - Credit

    5. Expert Insights - Income Verification and Credit Check

    6. Prequalifying - Pets

    7. Expert Insights - Pets

    8. Quick Checkup 3

    9. Prequalifying - Evictions

    10. Expert Insights - Evictions

    11. Prequalifying - Bankruptcies

    12. Expert Insights - Bankruptcies

    13. Prequalifying - Judgments

    14. Expert Insights - Judgements [Incomplete]

    15. Prequalifying - Criminal Background

    16. Expert Insights - Criminal Background

    17. Prequalifying - Rental History

    18. Expert Insights - Rental History

    19. Expert Insights - HOA Criteria vs. Fair Housing Guidelines

    20. Quick Checkup 4

    21. Activity 3 - Advanced Prequalifying Criteria: Coach 1 [15 Points]

    22. Reflection & Feedback - Advanced Prequalifying Criteria: Coach 1

    23. Activity 4 - Advanced Prequalifying Criteria: Coach 2 (15 Points)

    24. Reflection & Feedback - Advanced Prequalifying Criteria: Coach 2

    25. Activity 5 - Advanced Prequalifying Criteria: Coach 1

    26. Reflection & Feedback - Advanced Prequalifying Criteria: Coach 1

    27. Activity 6 - Advanced Prequalifying Criteria: Coach 2

    1. Expert Insights - Case-by-case Basis and Owner-specific Criteria

    2. Common Qualifying Questions and Scripts [review] [VID?]

    3. In-Depth Look at Unqualified Leads

    4. Expert Insights - Managing Unqualified Leads

    5. Quick Checkup 5

    6. Activity 7 - Unqualified Leads: Coach 1 (10 Points)

    7. Reflection & Feedback - Unqualified Leads: Coach 1

    8. Activity 8 - Unqualified Leads: Coach 2 (10 Points)

    9. Reflection & Feedback - Unqualified Leads: Coach 2

    1. Final Reflection

    2. Course Evaluation

    3. Course Improvements

    4. Video Content Ideas

    5. SME Discussion Ideas

    1. Check Your Understanding - Prequalifying Pets

    2. Check Your Understanding - Final Review

    3. Video Discussion Ideas

About this course

  • Free
  • 66 lessons
  • 1 hour of video content

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