PMR (Property and Market Review) Training

PMR (Property and Market Review) Training

1. Send PMR (Property and Market Review) to client before meeting
2. Check in with client/build relationship
3. Ask/check at a high level how their properties have been doing
4. Give an outline of the meeting and ask if it is ok to proceed and if there is anything else they need to talk about
5. Review PMR sheet with client
   1. How long property has been held
   2. Point out purchase price
   3. Property Value
   4. Percentage increase
   5. Outlook/forecast for market
6. Review Property Options
   1. Continue to Hold
   2. Review Sales Options
   3. Review Refi Options
7. Ask when their next purchase is. Document in notes and create task with follow up date
8. Ask about Retirement Funds and potential to purchase
9. Bring up Partnerships as appropriate
10. Referrals – link sent