New Buyers Internal Form | Maverick Capital Management

Internal Guide: New Buyers Intake Form Overview
Purpose of the New Buyers Intake Form

The "New Buyers Intake Form" is a critical tool for Maverick Capital Management to collect and organize information from potential buyers. This form allows us to better understand the needs, preferences, and financial situations of our buyers, enabling our team to provide tailored service and investment opportunities. It streamlines the intake process and ensures we gather essential data upfront, which helps us make more informed decisions and close deals efficiently.

New Buyers Intake Form (Public) vs. New Buyers Internal Form (Private - For Team Member Use Only)

1. New Buyers Intake Form (Public)

• Access: https://mavcapmgt.com/new-buyers-intake-form

• Purpose: The public-facing form is designed for potential buyers or investors to submit their personal and investment-related information. It’s a crucial entry point for capturing leads and gathering details to match buyers with suitable real estate opportunities.

• Audience: This form is filled out by external buyers or investors who are looking to work with Maverick Capital Management. It helps us understand their preferences, financial readiness, and investment goals.

• Key Elements:

Personal information (name, email, phone)

Investment preferences (property type, location, strategy)

Financing details (pre-approval status, funding sources)

Experience and goals (number of past properties purchased, future investment objectives)

Timeframe for purchasing

• Accessibility: This form is publicly available on Maverick Capital Management’s website or via a direct link. Buyers can access it easily to provide the required information.

• Next Step: On submit, this form will load a more detailed "New Buyer Questionnaire" where investors can fill in detailed info about their experience and investing preferences.

• Questionnaire Link: https://mavcapmgt.com/new-buyers-questionnaire

2. New Buyers Internal Form (Private – For Team Member Use Only)

• Access: https://mavcapmgt.com/new-buyers-form

• Purpose: The internal form serves as a guide for Maverick Capital Management team members to understand the purpose, importance, and handling of the public intake form. It’s designed to ensure consistency in how team members review and follow up on buyer submissions.

• Audience: This is an internal document meant for use only by Maverick Capital Management team members. It helps acquisition and disposition teams, sales personnel, and customer service representatives understand how to process and act on the information gathered from buyers.

• Key Elements:

Explanation of the intake form’s role in the buyer acquisition process

Guidance on reviewing submissions and prioritizing leads

Instructions on tailoring communication based on buyer preferences and readiness

Best practices for maintaining buyer relationships and timely follow-up

Information on assessing buyer financing and investment readiness

• Accessibility: This form is private and stored within the firm's internal platform. It is not indexed by search robots or marketed to the public and its intended use is only for team member training and operational purposes.

• Next Step: Using the company CRM, fill in additional details or you may load the "New Buyer Questionnaire" form to submit detailed info about the investor's experience and investing preferences.

• Questionnaire Link: https://mavcapmgt.com/new-buyers-questionnaire

Summary of Differences:

• Visibility: The public form is buyer-facing, search optimized, indexed and marketed, while the internal form is for team member use only.

• Purpose: The public form collects detailed buyer information, while the internal form is designed to help team members understand how to handle and process that information effectively and only collects basic information (total detail info input is available within the firm's CRM).

• Audience: The public form targets external buyers, while the internal form is for internal team members of Maverick Capital Management.

Why It’s Important:

1) Understanding Client Needs:

The form collects crucial information about buyer preferences, such as the type of property they are looking for, their investment strategy, and preferred location. This allows us to match buyers with properties that align with their goals, increasing the likelihood of successful deals.

2) Streamlining Communication:

By capturing contact information and preferred communication methods, we can ensure timely and efficient follow-ups. This keeps buyers engaged and helps build strong relationships right from the start.

3) Pre-Qualification:

The form asks about financing, including whether buyers are pre-approved and how they plan to finance their purchases. This information allows us to assess the seriousness of buyers and prioritize those who are ready to act quickly.

4) Time-Saving:

Instead of gathering information piecemeal through back-and-forth emails or calls, the intake form provides a structured way to collect everything we need in one step. This saves time for both our acquisition team and the buyers.

5) Targeted Opportunities:

With a clear understanding of each buyer’s preferences and investment goals, we can tailor our property offerings and market only the most relevant opportunities to them. This focused approach improves conversion rates and client satisfaction.

How Team Members Should Use the Form

1) Review All Submissions:

Once a potential buyer submits the form, it’s crucial for the acquisition or transaction team to review the information thoroughly. Look at their investment preferences, financing status, and timeline to assess how we can best serve them.

2) Tailor Communication:

Use the details from the form to customize your outreach. If a buyer prefers email communication, for instance, ensure that’s your primary method of contact. Always reference their stated preferences (e.g., property type, location) to demonstrate that we’re listening and proactive.

3) Assess Buyer Readiness:

Check whether the buyer is pre-approved and their preferred financing method. This helps determine how quickly they can move forward with a deal. Buyers with cash offers or pre-approved loans should be prioritized for immediate opportunities.

4) Prioritize Investor Deals:

Based on the buyer’s experience level and investment strategy, recommend appropriate properties. For example, an experienced investor with a “fix and flip” strategy may prefer properties that need renovation but have high profit potential.

5) Follow Up Promptly:

Quick and professional follow-up is key to converting leads into deals. Be sure to reach out to buyers soon after they submit the form, acknowledging their interest and setting up a time to discuss how we can meet their needs.

Key Sections of the Form

• Personal Information: Helps us maintain contact and personalize our communication.

• Investment Preferences: Allows us to offer targeted property listings based on what buyers are seeking.

• Financing Information: Determines their readiness to purchase and how to prioritize leads.

• Experience & Goals: Helps us assess the buyer’s knowledge and align offerings with their investment strategy.

• Additional Notes: Captures any special considerations or preferences the buyer may have.

Best Practices for Team Members

• Be Proactive: Use the information to anticipate the buyer’s needs and offer solutions even before they ask.

• Build Relationships: This form is not just a tool for transactions—it’s an oppportunity to build long-term relationships with buyers. Use their preferences and goals to form a personalized connection.

• Collaborate: Share insights with your team. If a buyer has specific needs or timelines, loop in other departments (e.g., marketing, finance) to ensure a seamless process.

Final Thoughts

The "New Buyers Intake Form" is more than just a data collection tool; it’s the foundation for building strong, lasting relationships with our buyers. By using the information effectively, we can deliver exceptional service, close more deals, and position Maverick Capital Management as the go-to partner for real estate investors.

If you have any questions or need further clarification on using this form, feel free to reach out to the management team.

Our Great Team

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