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Client Needs Assessment: Property Investor
First Name
Last Name
Phone
*
Email
*
Please assign me to the following Agent
Name of Business
Current business address
Profession
How experienced are you in property investing?
Are your properties located in the Western Cape?
Yes
No
Which areas are you interested in?
Pick one or more
Can we assist you with property management?
What are your main objectives regarding property investment?
What types of investment opportunities are you interested in?
Direct ownership (active investments)
Indirect ownership (passive investments)
Joint ventures
Yes, interested
No, thank you
Price range of investments you are interested in
Do you know how much you quality for in terms of bond finance?
Yes
No
Can our friends from Betterbond contact you to prequalify you?
Yes
No
How much?
R
Cash available to invest
R
Areas you are interested in
Areas not listed that you're interested in
When are you planning to buy an investment?
How did you find us
Anything else we should know about?
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