CLIENT ONBOARDING CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CONTACT & QUALIFICATION ---
[ ] Client First Name
[ ] Client Last Name
[ ] Client Phone Number
[ ] Client Email Address
[ ] Estimated Budget (if Buyer)
[ ] Client Goals & Motivation (e.g., Relocation, Investment, First-Time Buyer)
[ ] Client Type (Buyer, Seller, Investor, Renter)
[ ] Date of First Contact
[ ] How did you hear about us? (Referral, Online Search, Social Media, Open House, Other)

--- INFORMATION GATHERING & DISCLOSURE ---
[ ] Client Contact Information (Name, Phone, Email, Address)
[ ] Estimated Budget (Purchase Price)
[ ] Client Type (Buyer, Seller, Investor, Other) (Buyer, Seller, Investor, Other)
[ ] Desired Move-In/Sale Date
[ ] Proof of Funds (if applicable)
[ ] Client Acknowledgement of Agency Disclosure (Review and Sign)
[ ] Preferred Communication Method (Email, Phone, Text Message)
[ ] Client Signature Acknowledging Disclosure Review

--- AGREEMENT & REPRESENTATION ---
[ ] Representation Type (Buyer's Agent, Seller's Agent, Dual Agent (where permitted))
[ ] Client Acknowledgement of Agency Relationship
[ ] Signed Agency Disclosure Form
[ ] Agreement Start Date
[ ] Commission Rate (if applicable)
[ ] Client Signature
[ ] Client Contact Information Verification
[ ] Client Understanding of Terms

--- FINANCIAL & LEGAL CONSIDERATIONS ---
[ ] Pre-Approval Amount (if applicable)
[ ] Financing Type (Cash, Mortgage, Other) (Cash, Mortgage, Other)
[ ] Pre-Approval Expiration Date (if applicable)
[ ] Disclosure Documents Received & Acknowledged? (Yes, No)
[ ] Notes on Legal/Financial Considerations
[ ] Pre-Approval Letter (if applicable)
[ ] Legal Consultation Recommended? (Yes, No)

--- PROPERTY SEARCH & STRATEGY (BUYER CLIENTS) ---
[ ] Desired Location(s) & Neighborhood Preferences
[ ] Maximum Budget (Including Closing Costs)
[ ] Desired Property Types (e.g., Single Family, Condo, Townhouse) (Single Family Home, Condo, Townhouse, Multi-Family, Land)
[ ] Minimum Number of Bedrooms
[ ] Minimum Number of Bathrooms
[ ] Desired Lot Size (if applicable) (Under 1/4 Acre, 1/4 to 1/2 Acre, 1/2 to 1 Acre, Over 1 Acre, No Preference)
[ ] Desired Move-in Date
[ ] Important Amenities & Features (e.g., Pool, Garage, Updated Kitchen)

--- LISTING & MARKETING (SELLER CLIENTS) ---
[ ] Discuss Listing Strategy & Goals
[ ] Initial Pricing Opinion (based on CMA)
[ ] Preferred Marketing Channels (e.g., MLS, Social Media, Website) (MLS, Facebook, Instagram, Website, Zillow, Other)
[ ] Property Photos - Initial Review
[ ] Staging Recommendations – Discussed & Agreed? (Yes, No, Not Applicable)
[ ] Discuss and agree on showing schedule and access details
[ ] Commission & Contract Review - Acknowledgement (Acknowledged and Understood, Questions Remain)

--- COMMUNICATION & EXPECTATIONS ---
[ ] Preferred Contact Frequency (e.g., daily, weekly)
[ ] Preferred Communication Methods (Email, Phone Call, Text Message, Portal Message)
[ ] Best Time to Reach You (General) (Morning, Afternoon, Evening)
[ ] Emergency Contact Name
[ ] Emergency Contact Phone Number
[ ] Client Expectations - Please describe your overall expectations for our collaboration.
[ ] Schedule Regular Check-in Date/Time (Optional)

--- SYSTEM SETUP & ACCESS ---
[ ] Preferred Communication Method (Email, Phone, Text Message, Portal)
[ ] Portal Username (if applicable)
[ ] Briefly describe your preferred communication style.
[ ] Access Level to Client Portal (Read-Only, Limited Edit, Full Access)
[ ] Proof of Funds (if buyer)
[ ] Date of Next Portal Check-in (Buyer)

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