Codes Brokers are to use to update the CRM database:
New: Prospect contacted NAEBA less than 30 days ago but has had no contact with agent
Active: We understand client is actively looking and we have had contact via phone, mail or email.
BC - Under Broker Contract
PC - Under Property Contract; Closing date_______________
NR - Prospect has been non-responsive (quit responding or has never responded) for over 1 month. (Please mark as "New" if it has been less than 1 month since they contacted NAEBA/submitted the form.)
OH - We may work with them later. “Later” is likely this date: ____________
86: No longer a viable prospect; it has been more than 90 days since contact, no contact ever made AND it's 90 days from the date the lead came in, they have informed you they are working with someone else or they are no longer looking for a home. If it has been less than 90 days, please include the reason for the 86 or it will not be 86ed.
PD - PAID Sent to NRSI.