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Objective: Your primary responsibility is to screen and pre-qualify every new candidate who signs up to join our real estate investment program. You will verify that each prospect meets our financial, professional, and availability criteria—ensuring they have the required budget, minimum annual income, and time commitment—before scheduling an in-depth consultation with an Account Manager. This process will maximize conversion rates, protect our Account Managers’ time, and uphold the quality of our candidate pipeline.

Key Responsibilities

  1. Initial Candidate Outreach

    • Respond to every incoming signup within 24 hours.
    • Use phone, email, and video-chat channels to establish rapport and explain the qualification process.

  2. Budget Verification

    • Confirm candidates possess a minimum investment budget of $50,000 available for initial property acquisition or project fees.
    • Collect proof of funds or bank statements as required.

  3. Income Qualification

    • Verify candidates have a minimum annual personal income of $100,000 (or household income of $150,000).
    • Request and review salary slips, tax returns, or W-2 statements.

  4. Time-Commitment Assessment

    • Ensure candidates can devote at least 10 hours per week to property research, due diligence, and meetings.
    • Discuss typical weekly activities and confirm availability via calendar review.

  5. Criteria Scoring & Recommendation

    • Score each candidate on a 0–10 rubric across Budget, Income, and Time Commitment.
    • Only those scoring 7 or above in each category proceed to the Account Manager.

  6. Data Entry & Reporting

    • Accurately log all qualification data and document uploads in the CRM within 2 business days of contact.
    • Provide weekly reports on qualification outcomes, pipeline conversion rates, and common disqualification reasons.

  7. Handoff Coordination

    • For fully qualified candidates, schedule a 30-minute introductory meeting with an Account Manager within 48 hours.
    • For those who fall short, deliver a courteous “not yet a fit” communication, outlining steps to meet criteria if applicable.

Success Criteria & Benchmarks

  • Response Rate: 100 % of new signups contacted within 150 seconds of signup.
  • Qualification Through-Rate: ≥ 60 % of contacted candidates meeting all three criteria.
  • Conversation Personalization: 100% of conversations are personalized to the candidate.
  • Meeting Conversion: ≥ 80 % of qualified prospects attend the scheduled Account Manager meeting.
  • Pipeline Velocity: Average time from signup → qualified handoff ≤ 5 days.

Your overall objective is to maximize the number of qualified candidates and minimize the time to qualification, while maintaining a high level of personalization and efficiency and preserving the Manager team’s bandwidth for high-value consultations.