Cartus Affinity Services (For USAA and HES Clients)

Cartus Affinity Services (For USAA and HES Clients)

Initial Contact Activity Report – HF & LST

When cutting and pasting activity report into the body of your email, please include the file information section. Please email to Relocation Department immediately regardless of whether contact was made with the customer. Complete only the section of the form that applies to the current status.

Initial Contact File Information
Date Submitted: / Broker Center#:
Customer Name: /

Office Name:

Assigned Agent: / Agent Phone #:
Agent Email:
Property Address (if applicable):
Was “Live” Contact Made With The Customer
If YES:
Who did you speak to:
Date call placed to customer:
Time call was placed to customer: / Select:AMPM
Define future communication w/customer: / Select:CombinationEmailFaxPhone Select:Bi-WeeklyCombinationMonthlyWeekly
Summary of conversation with customer (applies to HF and LST):
For HF Only:
Is customer set up to receive electronic listings (if applicable): / Select:YesNoN/A
Has customer been pre-approved with preferred mortgage provider: / Select:YesNoN/A
Does the customer have a copy of the pre-approval letter: / Select:YesNoN/A
If not pre-approved, did you discuss the features & benefits of the preferred lender: / Select:YesNoN/A
Did you provide the customer with the preferred provider’s origination telephone number and/or website: / Select:YesNoN/A
Was homefinding trip date scheduled: / Select:YesNo / If yes, insert date:
For LST Only:
Was listing presentation appointment scheduled: / Select:YesNo / If yes, insert date:

Or

If NO:
Date / Time / Method
1st attempt: / Select:AMPM / Select:CombinationEmailFaxPhone
2nd attempt: / Select:AMPM / Select:CombinationEmailFaxPhone
Comments:
(please resubmit initial report once contact is made)

Or

For Agent/Company Generated Referrals Only (in lieu of completing above, please describe the customer’s current status in process to include specifics on mortgage):

HF = Homefinding Referral

LST = Listing Referral

For reporting purposes only, immediately is defined as the following:

If the move event is completed during normal business hours then reporting is due the same day.

If the move event is completed after normal business hours, reporting is due by noon of the following day. 4/12