Real Estate Agent Checklist Template for New Buyer Onboarding
Welcome to our Real Estate Agent Checklist for New Buyers! This indispensable tool is tailored exclusively for real estate agents, empowering you to efficiently gather critical buyer preferences, budget details, and desired property features. Use it when onboarding new clients in the office or even send it as a link to your prospects to fill out. Plus, all your collected data is conveniently stored in one place. Get started by clicking 'Save as Template' and customizing it to fit your business.
Client Information
Full Name
Contact Number
Email Address
Preferred Method of Contact
Budget and Financing
Maximum Budget for the Property
Pre-approved Mortgage Amount (if any)
Down Payment Amount
Property Preferences:
Type of Property
Number of Bedrooms
Number of Bathrooms
Desired Square Footage
Preferred Neighborhood(s)
Specific School District
Proximity to Work or Public Transportation
Property Features:
Garage
Tick if yes
Basement
Tick if yes
Swimming Pool
Tick if yes
Yard or Outdoor Space
Tick if yes
Special Amenities
Timeline and Availability:
Desired Move-in Date
Flexibility in Move-in Date
Availability for Property Tours
Additional Requirements
Any Specific Requirements or Preferences Not Mentioned Above
Documentation:
Buyer's Identification
Drag & drop a file or click here
Proof of Funds
Drag & drop a file or click here
Mortgage Pre-approval Letter
Drag & drop a file or click here
Property Addresses of Interest
List of Properties with Addresses that the Buyer is Interested In
Notes and Comments
Any Additional Comments or Questions from the Buyer
Agreement Acknowledgment
Acknowledgment of Buyer's Understanding of the Process and Agreement with Agent's Services
What is this Template
This template is a comprehensive Real Estate Agent Checklist meticulously designed to simplify the process of onboarding new buyers. It serves as an invaluable tool exclusively for real estate agents, offering a structured approach to gather essential information efficiently.
Who is it For
This checklist is tailored to meet the specific needs of real estate agents. It is indispensable for both seasoned professionals and newcomers in the real estate industry who aim to streamline their buyer representation process. Agents can leverage this template to enhance client interactions and property search efficiency.
What Does it Cover
The checklist covers a wide range of critical aspects, including buyer preferences, budget details, and desired property features. It assists in identifying the type of property, the number of bedrooms and bathrooms, preferred neighborhoods, and more. Additionally, it caters to documentation requirements, such as buyer identification and proof of funds.
How to Use It
Using this template is straightforward and versatile. Real estate agents can employ it during in-office onboarding sessions with new clients. Alternatively, they can send it as a link to prospects, allowing them to complete it conveniently. The collected data is securely stored in one place, ensuring easy access and reference.
Getting Started
- Save as Template: Start by saving the checklist template as a customizable template.
- Customize Fields: Edit and customize the template to your preferences. You can add or remove fields and set different field types as needed.
- Add to Dashboard: Ensure easy access by marking the checklist as a favorite. It will then appear on your team's Dashboard for quick reference.
- Create Checklist Instances: When meeting with a new prospect buyer, initiate a new checklist instance directly from the template via the Dashboard.
- Complete the Checklist: Go through the checklist with your client, filling out each field to create a comprehensive list of their desires. If the client is unavailable or to prepare for the meeting, you can always send them a link to the template so they can fill it out at their pace.
- Organize with Folders: Consider creating a dedicated Folder in the Checklist app for each client. This allows you to keep all customer checklists, including closing checklists, neatly organized in one place.
- Collaboration: For seamless service, enable optional access for your entire team to view the checklists. This ensures that your clients are well taken care of even in your absence.
Following these steps will help you make the most of the checklist template and streamline your interactions with clients, ultimately closing more deals and increasing sales.
