Seize the Market

Current CRM/Transaction Management system? Used for how long?

What CRM / Transaction management system have you used in the past?

How many websites do you have? Please list & describe below. (ex. webiste domains)

What's your top 3-5 software wish list items? (Feel free to list more...)

What's your greatest team challenge right now? (not necessarily software)

Team structure - (ex. # admin, # buyer agents, # listing agents, # VAs)

Target date for choosing a software solution?

Referred by:

Brokerage Name:

# Units Sold this Year (2025):

Team Name:

$ Volume Sold this Year (2025):

Are you a broker/owner?

# Units Sold Last Year (2024):

Who is your real estate coach?

$ Volume Sold Last Year:

Name:

Email:

Address:

Phone:

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