# LEAD QUALIFICATION REPORT ## 1. Executive Snapshot Lead: Sarah M. Lead Type: BUYER Lead Source: Zillow Current Status: Active buyer inquiry Adjusted Qualification Score: 84/100 Confirmed Raw Points: 76/100 Known Maximum: 90 Potential Raw Score Range: 76–86 Data Completeness: 90% Confidence: HIGH CONFIDENCE Priority: PRIORITY A — HOT Recommended CRM Stage: HOT ## 2. Lead Profile | Field | Information | Evidence Status | |---|---|---| | Lead Name / ID | Sarah M. | REPORTED | | Lead Type | Buyer | CONFIRMED | | Lead Source | Zillow | REPORTED | | Location / Service Area | Austin, Texas | REPORTED | | Property Requested | 3-bedroom single-family home | REPORTED | | Budget | Approximately $450,000 | REPORTED | | Financing | Lender contacted; formal pre-approval unconfirmed | REPORTED | | Timeline | Approximately 60 days | REPORTED | | Motivation | Relocating for a new job | REPORTED | | Responsiveness | Responded quickly | CONFIRMED | | Appointment Status | Requested three property tours this weekend | REPORTED | | Decision Maker Status | UNKNOWN | UNKNOWN | | Contact Status | Active; no opt-out reported | REPORTED | ## 3. Qualification Scorecard | Dimension | Score | Max | Status | Evidence | |---|---:|---:|---|---| | Motivation Strength | 15 | 20 | Strong | Relocating for a new job | | Timeline | 13 | 15 | Strong | Wants to move within approximately 60 days | | Transaction Readiness | 15 | 20 | Strong | Lender contacted and ready to tour | | Fit & Feasibility | 15 | 15 | Strong | Property type, market and budget fit supplied agent context | | Engagement & Responsiveness | 10 | 10 | Strong | Responded quickly and requested tours | | Need & Criteria Clarity | 8 | 10 | Strong | Budget, location, property type and bedroom count are defined | | Decision Process / Authority | UNKNOWN | 10 | Unknown | No reliable information | Confirmed Raw Points: 76/100 Known Maximum: 90 Adjusted Qualification Score: 84/100 Data Completeness: 90% Potential Raw Score Range: 76–86 ## 4. Priority Decision Priority: PRIORITY A — HOT Reason: Sarah has clear relocation motivation, a near-term timeline, defined requirements and strong engagement. Financing confirmation and decision-maker information remain the main gaps. Confidence: HIGH CONFIDENCE Main Score Driver: Near-term relocation combined with active property-tour behavior. ## 5. Top Positive Signals 1. Moving for a new job within approximately 60 days. 2. Has already spoken with a mortgage lender. 3. Requested multiple property tours. ## 6. Risks, Friction & Uncertainty 1. Formal mortgage pre-approval is unconfirmed. 2. Decision-making structure is unknown. 3. Additional must-have property criteria are not fully documented. ## 7. Missing Qualification Data - Formal mortgage pre-approval status - Other decision makers - Additional must-have property requirements ## 8. Best Qualification Questions Question: Have you already received formal mortgage pre-approval? Why It Matters: Clarifies transaction readiness. Score Area Affected: Transaction Readiness Question: Will anyone else be involved in choosing or purchasing the home? Why It Matters: Clarifies the decision process. Score Area Affected: Decision Process / Authority Question: Besides three bedrooms, what features are essential for you? Why It Matters: Improves property-search accuracy. Score Area Affected: Need & Criteria Clarity ## 9. Recommended Next Action Primary Action: Confirm financing status and schedule a focused buyer consultation. Recommended Timing: TODAY Objective: Validate readiness and finalize search criteria. What Must Be Learned or Achieved: Pre-approval status, decision makers and must-have criteria. ## 10. CRM Update CRM Stage: HOT Priority: PRIORITY A — HOT Adjusted Qualification Score: 84 Data Completeness: 90% Next Action: Confirm financing and schedule buyer consultation Next Action Timing: TODAY Key Motivation: Job relocation Primary Barrier: Formal pre-approval unconfirmed Missing Data: Decision makers and final property criteria Contact Status: Active Compliance Flag: NONE ## 11. CRM-READY JSON { "lead_type": "BUYER", "lead_source": "Zillow", "qualification_status": "Qualified buyer with minor information gaps", "adjusted_qualification_score": 84, "confirmed_raw_points": 76, "known_maximum": 90, "potential_score_min": 76, "potential_score_max": 86, "data_completeness": 90, "confidence": "HIGH CONFIDENCE", "priority": "PRIORITY A — HOT", "crm_stage": "HOT", "motivation": "Relocating for a new job", "timeline": "Approximately 60 days", "transaction_readiness": "Lender contacted and ready to tour; formal pre-approval unconfirmed", "primary_positive_signal": "Near-term relocation combined with active property-tour request", "primary_barrier": "Formal pre-approval unconfirmed", "missing_information": [ "Formal mortgage pre-approval status", "Decision makers", "Additional must-have property criteria" ], "recommended_next_action": "Confirm financing status and schedule a focused buyer consultation", "recommended_timing": "TODAY", "contact_status": "Active", "compliance_flag": "NONE" }