Well water tests booked for mortgages and sales
The bank won't release the mortgage without a bacteria test, and closing is in two weeks. Emma books the sampling visit against the date and tells the buyer exactly how long results take.
A buyer, seller, real estate agent or lender calls about a water test for a property.
Asks what the lender wants, books the sampling visit before closing, explains timing.
A test booked against the closing date, with the lender's requirements and contacts on the job.
How it works
- Asks what's required
Bacteria only, or a full chemistry panel too? Some lenders ask for a flow test as well.
- Gets the closing date
She works back from it, leaving time for the lab.
- Explains sampling
Your technician takes the sample from a tap with no filter, and it goes to the lab the same day. Results usually take a few days.
- Books the visit
A time when the tech can get in, with the seller's or agent's contact if the buyer isn't living there yet.
- Quotes from your list
Your prices for each test type and the sampling visit.
- Confirms the report
Who gets the results: the buyer, the agent, the lender, or all three.
Example call
- CustomerHi, the bank needs a water test for our mortgage. We close on the 30th. Do you do that?
- AI agentWe do. Do you know if they need bacteria only, or a flow test as well?
- CustomerThe letter says bacteria and flow rate.
- AI agentThanks. Our tech does both in one visit: takes a sample for the lab and measures the flow. That's 295 dollars. Results usually take three to five business days. Are you living there yet?
- CustomerNo, the sellers are. Their agent is Rob.
- AI agentI'll get Rob's number from you and we'll arrange access. I have Tuesday the 14th in the morning, which leaves time before the 30th. Does that work?
- CustomerYes, that's great.
After the call: The sampling and flow test are booked for Tuesday the 14th with the closing date of the 30th, the bank's requirements and Rob as the seller's agent on the job. The office calls Rob about access.
What your team gets
- Water tests booked against the closing date
- The lender's requirements noted on every job
- Access arranged with the seller's agent
- Results sent to whoever the buyer chooses
Questions
Will it say if the water is safe?
No. It books the test. What the results mean comes from your water treatment team.
Can it fit in a tight closing date?
It looks for the earliest visit that leaves time for the lab, and flags the office if there isn't one.
Does it explain the different tests?
Yes, from your descriptions, so callers book what their lender asked for.
Hear it on your phone
Request a demo call and the agent phones you, set up for wells and water treatment like yours.