Team Oceanside Realty @ kw: Active Leads

100%

Likelihood of Contract
100%

3/20/2015

Prospects
1

75%
50%

75%
50%

0
0

25%
5%

25%
< 25%

1
0

Total Prospects

Weighted Avg

Active Leads
Prospect Full
Name

Likelihood
Antic.
of Contract Contract Date

Source

Property Address

Listing or
Sale L or S

List Agent

Buy Agent

Smith

Mary

100%

Fall 2012

Web Lead

123 Main Street, Ocean City

Judy Johnson

Paul

Jones

Bill

25%

Spring 2013

Print Ad

456 1st Avenue, Wildwood

Paul

Paul

Outside Broker Date of First

Company
Contact
Re/Max

Date of
Last Contact

Details/Next Steps

10/01/12

10/14/12

Emailed Mary and closed for appt on 10/12. Mary came down and viewed 3 homes - liked 123 Main St the best. List price $350k.
Wrote offer for $340k. Sent offer to co-broke. Will follow up with co-broke on 10/15.

10/10/12

10/13/12

Bill called on 456 1st Ave. Out of Bill's price range - upto $400k. Sent a MLS link for available properties. Follow up call scehduled for
10/15.

Team Oceanside Realty @ kw: Active Listings

MLS #
123456

Address
456 1st Avenue

Unit

Owner
Miller

Commission
6%

Co-List Agent
MLS Number

Current List Price

$550,000

Change of Status

9/15/2012

$550,000

Address

Unit

Owner

Commission

Current List Price

$0

Change of Status

Original Price
$560,000

List Date
8/15/12

Difference
$10,000

$560,000

AVG

$10,000

Original Price

List Date

Difference

$0

$0

BR's
3

BA's
2

Sq Ft
2000

Expire Date
2/15/13

BR's

BA's

Sq Ft

Expire Date

File in Dotloop
Y

File to MCA
Y

Paperwork Complete Paperwork to MCA

Showing Instructions
Lockbox #123

Key
Box #1

Showing Instructions

Key

MLS - CMC/SJR
CMC

eShowings
Y

Lockbox Installed
Y

Sign Installed
Y

Notes

MLS - CMC/SJR

eShowings

Lockbox Installed

Sign Installed

Notes

Team Oceanside Realty @ kw: Closings

As of Date:

3/20/2015

SETTLEMENTS

Settling: 30 Days or less

Settling: 30 to 45 days
Settling: Greater than 45 Days
Settlement Date TBD or On Hold
Pending Settlements

0
0
0
0
0

TOTAL SALES

OUTSTANDING CONTRACTS
SELLER/BUYER DATA

Seller
First
Name

Seller
Last Name

Buyer
First Name

Buyer
Last Name

Address

Sally

Seller

Bill

Buyer

789 State Street, Cape May

Sales

Bob

Homebuyer

111 W. 1st Avenue, Wildwood Crest

CONTRACT DETAILS

Ratif.
Date

Atty
Review
End Date

List
Agent

8/5/2012

8/11/2012

Paul

Buy Agent
Shelley

Conting.
Status
Mort $349,000

FINANCING

Deposit
On Hand

Gross
Sales Price

Net Sales
Price

SF

$/SF

Lender or
N/A

$59,900

$599,000

$599,000

1,822

$329

Metlife

$66,000

$660,000

$660,000

1,986

$332

Citibank

Mort.
Commit
8/24/2012

CLOSING TIMELINE
Loan Type
or Cash
$359,400

OTHER DETAILS

CO Rec'd

Cert of Ins

Title Ready

Buyer Walk
Date/Time

Closing
Date

Closing
Time

Days Until
Close

9/30/2012

9/30/2012

9/30/2012

10/16/2012 12:30pm

10/16/2012

2:00pm

-885

1/27/2012

2/8/2012

2/8/2012

2/24/12 10:00am

2/24/2012

11:30am

2
3
4
5
6
7
8
9
10

CLOSED UNITS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50

Suzy

1/19/2012

Shelley

Jimmy Jones/C21

Mort $594K

1/25/2012

$594,000

Notes:
Atty addendum finalized. Clear to close

Team Oceanside Realty @ kw

3/20/2015

End Loan Financing Tracker

Lender

Lender 1

Lender 2

Lender 3

Lender 4

Lender 5

Lender 6

Representative Name

Representative Name

Representative Name

Representative Name

Representative Name

Representative Name

No set limit cur.

No set limit cur.

No set limit cur.

No set limit cur.

71% Presale Needs

Lender Type?
Portfolio Loans?

Direct Lender
Sell to Banks

Broker

Yes

Broker

Broker

TBD

PreSale Req. %

No

No

Do 20 prior to 50%

No

No

71%

80% <$1mil
Max CLTV: 90%

90% < $500k

80% - $500k - $750k
75% - $750k - 1.25m
70% - 1.25m - 2m+

75% up to $1mil
70% $1mil- $1.5mil

80% <$1 mil

Max CLTV 85%

70%

75%
Up to $650K = 80% LTV
$650K-1M LTV= 75%
1M - 1.5M LTV = 70%
1.5M - 2M LTV = 65%

TBD

TBD

TBD

610

700

Contact Info

Proj. Capacity

Max LTV

Min Credit Score

Notes

Clean credit,
negotiable

Closed:
Buyer 1
Buyer 2

Closed:

20 loans

Closed:

Closed:

Closed:

Closed:

Can use stated income if

Hold
Loans on and
theirdon't
books
self employed
720
doc then
for 5% 2nd
needcredit+full
a loan higher
$750k
Denied Buyer 3

Issues

Initial online app.

credits cannot
exceed actual
closing costs

Mainly 10 yr arms,
or 15 yr arms.
Might do fixed
products on exception
basis.

Unreliable contact

Team Oceanside Realty @ kw: Traffic & Calls Review

As of Date:

Traffic
Appts Shown
Be-Backs
Walk-ins
Total

3/20/2015

Jan
10
19
16
45

Feb
16
8
6
30

Mar
19
10
16
45

Apr
22
7
14
43

May
17
13
32
62

Jun
21
14
36
71

Jul
40
21
65
126

Aug
19
7
65
91

Sep
3
5
22
30

Oct
0
0
3
3

Nov
0
0
0
0

Dec
0
0
0
0

TOTALS
167
104
275
546

Calls

37

70

54

49

56

50

52

41

13

424

Lead Source
Website
Internet Add
Eblast
Print Add
Direct Mail
Event
Referral / Broker
Signage / Local Res.
Total

Jan
4
0
31
2
0
0
4
6
47

Feb
6
0
9
0
0
0
2
7
24

Mar
10
0
7
0
0
0
4
10
31

Apr
11
0
0
7
0
0
4
9
31

May
10
0
0
7
0
0
3
19
39

Jun
10
0
0
2
2
0
8
28
50

Jul
21
0
0
4
0
0
7
49
81

Aug
14
0
0
0
0
0
2
65
81

Sep
1
0
0
0
0
0
4
21
26

Oct
1
0
0
0
0
0
0
2
3

Nov
0
0
0
0
0
0
0
0
0

Dec
0
0
0
0
0
0
0
0
0

TOTALS
88
0
47
22
2
0
38
216
413

CALLS
DATE
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep
Sep

PHYSICAL TRAFFIC

Monthly Traffic & Calls

150
100
50
0
Jan

Feb

Mar

LEAD SOURCE

CALLS

APPTS SHOWN

BE-BACKS

WALK-INS

TOT. TRAFFIC

WEBSITE

WEB ADD

EBLAST

PRINT ADD

DIRECT MAIL

EVENT

REF / BROKER

SIGN / LOCAL

1, 2012 (Sat)
2, 2012 (Sun)
3, 2012 (Mon)
4, 2012 (Tue)
5, 2012 (Wed)
6, 2012 (Thu)
7, 2012 (Fri)
8, 2012 (Sat)
9, 2012 (Sun)
10, 2012 (Mon)
11, 2012 (Tue)
12, 2012 (Wed)
13, 2012 (Thu)
14, 2012 (Fri)
15, 2012 (Sat)
16, 2012 (Sun)
17, 2012 (Mon)
18, 2012 (Tue)
19, 2012 (Wed)
20, 2012 (Thu)
21, 2012 (Fri)
22, 2012 (Sat)
23, 2012 (Sun)
24, 2012 (Mon)
25, 2012 (Tue)
26, 2012 (Wed)
27, 2012 (Thu)
28, 2012 (Fri)
29, 2012 (Sat)
30, 2012 (Sun)

0
0

2012 TOTAL

414

166

104

273

539

87

47

21

37

216

DESCRIPTION / NOTES

Apr

Traffi c
May

Jun

Calls

Jul

Aug

Sep

Lead Sourc

Website
21%

Eblas
Signage / Local11%
Res.
52%
Print A
5%
Referral / Broker
Direct Mail
9%
0%

Monthly Traffic & Calls

150

80
60

100

40

50
0
Jan

20
Feb

Mar

Apr

Traffi c
May

Jun

Calls

Jul

Aug

Sep

Oct

Lead Source

Nov

0
Dec

GROSS SALES
###
###
###
###
###
###
###
###
###

Website
21%
Eblast
Signage / Local11%
Res.
52%
Print Add
5%
Referral / Broker
Direct Mail
9%
0%

###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###
###

###

Team Oceanside Realty @ kw - Prospecting Calls - October

Month
October
Week 1
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total

Date

3
4
5
6
7
8
9

Week 2
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total

10
11
12
13
14
15
16

Week 3
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total

17
18
19
20
21
22
23

Week 4
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Total

24
25
26
27
28
29
30

Monthly Totals
Conversation Rate

Contact
s Made Hours

Closed for
Appointment
A Prospect

Prosect Name
Agent Assignment

Requested
Sales Rep
Follow Up
B Prospect

Smith/LC

Requested
Not
Collateral Interested
C Prospect D Prospect

Quality Leads
A-B-C
Prospects

11%

0%

11%

0%

2
Quality Leads
22%

Team Oceanside Realty @ kw: Prospecting Results - October 2012

Likelihood of Contract

Prospects

100% 100%
75% 75%
50% 50%

0
0
0

25% 25%
1% < 25%

1
0

Total Prospects
Weighted Avg

1
0

Prospect Name
Buyer

Bob

Rating

Inside
Sales
Agent

25%

SVD

Date of
Time of Sales Appointment
Appointment Appointment
Confirmed
10/01/12

3pm

YES

Details/Next Steps
showed 11 Main Street & 905 1st Avenue. Price range closer to $500k, but their favorite is 11 Main. They have 2 sons in
college and they have to discuss what they can afford. Follow up call scheduled on 10/15/12