Template
Onboarding Checklist: Real Estate Client (Buyer)
Use this real estate client information onboarding checklist to make sure your new client's needs can be met, understood, and obtained.
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 creates a private checklist in your account.