Real Estate Investing
Buying, Renovating, Wholesaling, Developing
Located in Tucson, AZ
Name and Contact Details
Contact Person: _________________________________________________________________________________________________
Date: _________________________________________ Lead Source: ______________________________________________________
Address: _______________________________________________________________________________________________________
Company Name: ___________________________________________________Cell Phone:
Specialized Field (GC, Plumber, Electric, Roofer, etc):__________________ Work Phone: __________________________________
Email: _______________________________________________ Contractor License #: _____________________________________
Insurance and Experience
Are you licensed and insured: Yes No What type of insurance: __________________________________________________
How much coverage: _________________________________ License updated: _________________________________________
How long have you been doing business in the area: ___________________ How long running own crew: _____________________
How many guys on crew full time: _______________________________________________________________________________
Current Projects and Bidding
How many projects do you have going on right now: ___________________________ In the past year:________________________
How many jobs do you typically handle at once: ____________________________________________________________________
What were the scopes of work: _________________________________________________________________________________
What are the addresses: _______________________________________________________________________________________
Can I see the work on one or two recent jobs: ______________________________________________________________________
How do you usually bid out your work: ____________________________________________________________________________
Materials and Labor charged together or separate in your bids: ________________________________________________________
Do you give written warrantees for your work: ______________________ How long of a warrantee: __________________________
Sub-Contractors and More Prescreening
Do you use subcontractors: ____________ Are they licensed and insured: _______________________________________________
Who is your electrician: ________________________________ Who is your plumber: _____________________________________
Do you belong to the Better Business Bureau or local Chamber of Commerce: ____________________________________________
Do you have any certificates/licenses regarding the skills you have: _____________________________________________________
Have you ever declared bankruptcy: ______________________________________________________________________________
How often do you communicate with your clients during a job: ________________________________________________________
Do you clean the job site daily: __________________________________________________________________________________
Do you have a problem with signing a lien waiver: ___________________________________________________________________
References
Can you provide a list of references; with the names and numbers you have done work for in the past:
1. _________________________________________________________________________________________________________
2. _________________________________________________________________________________________________________
3. _________________________________________________________________________________________________________