BUYER REPRESENTATION AGREEMENT CHECKLIST

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--- CLIENT IDENTIFICATION & CONTACT INFORMATION ---
[ ] Buyer's Full Name
[ ] Buyer's Date of Birth (Year)
[ ] Buyer's Primary Phone Number
[ ] Buyer's Email Address
[ ] Mailing Address
[ ] Marital Status (Single, Married, Divorced, Widowed, Other)
[ ] Date of Agreement

--- AGENCY DISCLOSURE & EXPLANATION ---
[ ] Agency Type (Exclusive Representation, Non-Exclusive Representation, Dual Agency (If Permitted & Disclosed))
[ ] Explanation of Exclusive Representation
[ ] Explanation of Non-Exclusive Representation
[ ] Explanation of Dual Agency (If Applicable)
[ ] Client Acknowledgement of Agency Relationship
[ ] Client Understanding Confirmation (Yes, I understand the agency relationship, No, I do not understand the agency relationship)
[ ] Client Signature acknowledging Agency Disclosure

--- SERVICES TO BE PROVIDED ---
[ ] Property Search & Identification
[ ] Communication Methods (Email, Phone, Text Messaging, Video Conferencing)
[ ] Property Viewings - Scheduling & Coordination
[ ] Maximum Number of Properties Viewed Per Week (Optional)
[ ] Offer Negotiation & Assistance
[ ] Representation During Inspections (Yes, Full Attendance, Yes, Upon Request, No, Client Responsibility)
[ ] Contract Review & Explanation (Limited)

--- BUYER'S OBJECTIVES & PREFERENCES ---
[ ] Desired Price Range (Minimum)
[ ] Desired Price Range (Maximum)
[ ] Preferred Property Types (Single-Family Home, Condominium, Townhouse, Multi-Family, Land, New Construction, Fixer-Upper)
[ ] Desired Neighborhoods/Areas (List)
[ ] Specific Location Requirements/Preferences (e.g., near schools, public transportation)
[ ] Minimum Number of Bedrooms
[ ] Minimum Number of Bathrooms
[ ] Must-Have Features (e.g., garage, fenced yard, updated kitchen)

--- COMPENSATION & PAYMENT ---
[ ] Compensation Source (Seller Pays, Buyer Pays, Split (Specify))
[ ] Agent Commission Rate (%)
[ ] Total Commission Amount ($)
[ ] Payment Timing (At Closing, Staged Payments (Specify))
[ ] Payment Details (if staged)
[ ] Co-broker Commission Split (if applicable) (N/A, Specify Split (%))

--- TERM & EXPIRATION ---
[ ] Effective Date of Agreement
[ ] Expiration Date of Agreement
[ ] Number of Days for Expiration (optional)
[ ] Specific Circumstances for Early Termination (if applicable)
[ ] Automatic Termination Events (select all that apply) (Buyer Withdraws, Agent Withdraws, Property No Longer Available, Buyer Enters into Agreement with Another Agent)
[ ] Notes Regarding Extension/Modification (if any)
[ ] Extension Option (Automatic Extension Allowed, Requires Written Consent for Extension, No Extension Allowed)

--- PROPERTY VIEWINGS & OFFERS ---
[ ] Description of Buyer's Viewing Preferences (e.g., open houses vs. private showings)
[ ] Maximum Number of Properties to View Per Showing Day (Optional)
[ ] Preferred Method for Receiving Property Listings (e.g., email, text, online portal) (Email, Text Message, Online Portal, Other)
[ ] Instructions for Submitting Offers (e.g., submission deadline, pre-approval letter requirements)
[ ] Date Offer Submission Deadline Must Be Met (if applicable)
[ ] Specific Offer Strategy Instructions (e.g., escalation clauses, appraisal gap coverage)

--- CONFIDENTIALITY & DATA PRIVACY ---
[ ] Buyer's Financial Information Disclosure
[ ] Data Sharing Preferences (No Data Sharing, Limited Data Sharing (Specify), Standard Data Sharing)
[ ] Specific Confidentiality Concerns
[ ] Data Types to be Kept Confidential (Pre-Approval Amount, Down Payment Source, Investment Portfolio Details, Personal Financial Records)
[ ] Agent's Confidentiality Commitment

--- LEGAL REVIEW & ACKNOWLEDGEMENT ---
[ ] Date Agreement Presented to Buyer
[ ] Buyer's Opportunity to Review Agreement
[ ] Did Buyer Receive a Copy of the Agreement? (Yes, No)
[ ] Did Buyer Have Opportunity to Consult with Legal Counsel? (Yes, No, Not Applicable)
[ ] Notes regarding Legal Counsel (if applicable)
[ ] Buyer Acknowledgement Signature
[ ] Date of Buyer Acknowledgement

--- SIGNATURES & DATES ---
[ ] Buyer Signature
[ ] Date of Buyer Signature
[ ] Agent Signature
[ ] Date of Agent Signature
[ ] Printed Name of Buyer
[ ] Printed Name of Agent
[ ] Witness Signature (if required)

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