Are agent notes required in the following scenario? We were heading to a friend’s house and drove by the property., Need to submit an Agent Note, No need to submit an Agent Note, Beth says: “We have a friend who has a house to sell and they are looking to downsize." Are agent notes required in this scenario?, Yes, No, While on a call with Beth she mentions she is interested in touring the property on Friday at 2:00 PM. After selecting the checkbox “Beth would like to tour the home,” what information should be added to the Additional Details field?, The buyer is looking to tour Friday at 2:00 PM, Beth is looking to tour on Friday at 2:00 PM, No additional detail needed, Friday at 2:00 PM, Beth mentioned that she is excited about purchasing her first home and that her bank loan has been preapproved Which boxes should be selected?, First time Buyer and Pre approved, Frist time buyer, No Notes needed, Pre - approved, True or False: If Beth provides additional information that is not listed as a selectable option but would benefit Alan, you should add it to the Detail Notes section., False, True

Agent Note Quiz

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