CPPREP4104 - PROJECT Sydney - NSW - Australia

Task 1

1. Review the two buyer profiles provided, and using the property profiles provided in the assessment, match each buyer with potential properties from the suburbs. You may use any real estate website to find these properties. Document your findings in the Buyer Profile form.
2. Prepare an email to each of the buyers inviting them to inspect the properties that you have matched them with, detailing the property features and explaining how the property can meet their needs.
3. Briefly prepare an email response to the following scenario: Buyer 1 responds to your selection by explaining that the price of the property is out of their comfortable borrowing power.
4. Develop a communication strategy for your agency, including record keeping processes, to address buyer expectations.

This strategy must address the following criteria:

• How often you would communicate with clients and why
• What methods you would use to communicate with clients and their advantages
• How to present information to clients and why
• What record keeping system would you use to record buyer interactions
• Questions you would ask during the initial meeting

Present this strategy as a PDF document and ensure you address each point in detail (minimum of 2 paragraphs per point).

Client profile

Elliott and Mayzie Wilson

Full name	Elliott, Mayzie & Lily Wilson
Length of time at address	2 years 1 month
Date of Birth	Elliott - 03/04/1999 Mayzie - 18/11/2001
Contact number/s	Elliott - 03/04/1997 Mayzie - 18/11/2001
Email address
Marital Status	Married
Drivers licence number & expiry	Elliott - 12 865 863 52 - Exp: 05/04/2024 Mayzie - 87 256 300 15 - Exp: 22/12/2025
Employer	Elliott - Becksford Lawyers Mayzie - unemployed
Length of employment	Elliott - 9 months Mayzie - NA
Position held	Elliott - Junior Lawyer Mayzie - NA
Employment status	Elliott - Full time Mayzie - part time 20 hours
Annual Nett Income	Elliott - $68,000 Mayzie - nil
Needs	An apartment with 4 bedrooms, an office nook as Elliott works from home one day a week. Secured complex, central to the city.
Deposit	$5,000, but has share portfolio worth $8500
Debts	Credit card $10,000 limit, owe $6,250, Car loan $26,000. Store card, $5000 limit, owe $3000.

Buyer profile

Stella Anderson

Full name	Stella Maree Anderson
Length of time at address	3 years 7 months
Date of Birth	07/07/1984
Contact number/s	0488 111 333
Email address
Marital Status	Single
Drivers licence number & expiry	12 863 456 223 09/07/2022
Employer	Best Financial Planning
Length of employment	6 years 3 months
Position held	Administration Manager
Employment status	Full time
Annual Nett Income	$84,000
Needs	Two-bedroom house with an office, one-bathroom, small yard, fully fenced for dog
Deposit	$23,500
Debts	Credit card $2500 limit, nil balance