Contacts Resource
The type of contact (i.e., Business, Friend, Family, Prospect, Ready to Buy, etc.).6/17/2016| Standard Value | Definition | Usage |
|---|---|---|
| Business | The contact is a business relation. | — |
| Buyer | The contact is the owner or principal who is purchasing the property in the transaction. | — |
| Buyer Attorney | The contact supports the buyer's legal obligations of the transaction | — |
| Family | The contact is a family member. | — |
| Financial Planner | The contact represents the client's financial interests | — |
| Friend | The contact is a personal friend. | — |
| Home Improvement Specialist | The contact works on improvements and maintenance to the property in the transaction. | — |
| Home Inspector | The contact supports the property inspection obligations of the transaction. | — |
| Home Security Provider | The contact provides and manages home security services to the property in the transaction. | — |
| Home Warranty Representative | The contact provides home warranty services and products to the transaction. | — |
| Insurance Representative | The contact supports the insurance obligations of the transaction. | — |
| Landlord | The contact is the owner or principal who is renting or leasing out the property in the transaction. | — |
| Lead | The lead is a contact that may be a potential buyer or seller to the member. | — |
| Loan Officer | The lender or other role that supports the mortgage obligations of the transaction. | — |
| Moving/Storage | Provides moving or storage services to the transaction. | — |
| Other | Any different type of role than what is explicitly provided as an option. | — |
| Prospect | The contact is a prospective client. | — |
| Ready to Buy | The contact is a client who is ready to start a transaction. | — |
| Seller | The owner or principal who is selling the property in the transaction. | — |
| Seller Attorney | The contact is a lead that may be a potential buyer or seller to the member. | — |
| Tenant | The contact is the prospective renter or lessor of the property in the transaction. | — |
| Title Representative | The contact supports the title and escrow obligations of the transaction. | — |