Onboarding Checklist: Real Estate Client (Buyer)

Real Estate Client (Buyer) Checklist Real Estate Client (Buyer) Checklist
  • GATHER CONTACT INFORMATION/FIRST STEPS

  • Name

    Name:

    Address:

    Email:

    Phone:

  • Address

  • Best contact information

  • Create welcome packet

  • Send out welcome packet and necessary documents

  • Ask for a pre-approval letter (if needed)

  • Recieve pre-approval letter (if needed)

  • GENERAL BUYER QUESTIONS TO ASK BUYER

  • Are you selling a property as part of this process?

  • Do you currently rent or own?

  • Are there any additional buyers?

  • When would you like to move?

  • Area interested in?

  • Style of home?

  • Price range?

  • Number of bedrooms?

  • Number of bathrooms?

  • Square feet?

  • Wish list items?

  • Absolute nos?

  • NEXT STEPS

  • Research MLS

  • Research private listings

  • Create an email with potential homes (make sure homes meet criteria and wish list items)

  • Send an email with potential homes

  • Ask for feedback

  • Set up showings

  • Attend open houses

  • Regroup after each showing

  • Search MLS for additional listings

This checklist was created by officialcheckli

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