Real Estate Agent Checklist Template for New Buyer Onboarding

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.

This Real Estate Agent Checklist for New Buyers is for teams that want consistent execution, less rework, and clear ownership.

• Standardize quality - run the same Real Estate Agent Checklist for New Buyers steps every time, regardless of who executes
• Save time - reuse a proven Real Estate Agent Checklist for New Buyers workflow instead of rebuilding processes from scratch
• Improve accountability - assign owners and see what's done vs. what's pending
• Onboard faster - use the Real Estate Agent Checklist for New Buyers checklist as the SOP and training guide
• Coordinate across roles - handoffs are clear and everyone works from the same source of truth