CRM DATA ENTRY & ACCURACY CHECKLIST

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


--- CONTACT INFORMATION ---
[ ] First Name
[ ] Last Name
[ ] Email Address
[ ] Phone Number
[ ] Contact Type (Lead, Client, Vendor, Agent, Investor)
[ ] Number of Occupants (if applicable)
[ ] Notes / Additional Information

--- PROPERTY DETAILS ---
[ ] Property Address
[ ] Bedrooms
[ ] Bathrooms
[ ] Square Footage
[ ] Property Type (Single Family, Condo, Townhouse, Multi-Family, Land)
[ ] Property Features (Garage, Pool, Fireplace, Central AC, View)
[ ] Listing Date
[ ] Listing Status (Active, Pending, Sold, Withdrawn)
[ ] Property Description
[ ] Property Photos

--- INTERACTION HISTORY ---
[ ] Interaction Date
[ ] Interaction Time
[ ] Interaction Type (Phone Call, Email, Text Message, Meeting, Showing, Open House, Other)
[ ] Interaction Notes/Summary
[ ] Topics Discussed (Select all that apply) (Pricing, Financing, Property Features, Market Conditions, Legal Considerations, Showing Feedback, Other)
[ ] Duration (in minutes)
[ ] Supporting Documents (e.g., email attachments)

--- LEAD SOURCE & STATUS ---
[ ] Lead Source Category (Online Advertising, Referral, Open House, Social Media, Networking Event, Cold Call/Email, Website Form Submission, Other)
[ ] Specific Lead Source (e.g., Google Ads Campaign Name)
[ ] Initial Lead Status (New, Qualified, Nurturing, Unqualified, Lost)
[ ] Lead Score (if applicable)
[ ] Date Lead Received
[ ] Lead Follow-up Priorities (High, Medium, Low)
[ ] Notes on Lead Interaction (Initial)

--- FINANCIAL INFORMATION ---
[ ] List Price
[ ] Purchase Price
[ ] Earnest Money Deposit
[ ] Closing Costs (Estimated)
[ ] Down Payment Amount
[ ] Date of Contract Signing
[ ] Estimated Closing Date
[ ] Financing Details (Loan Type, Lender)

--- DOCUMENT MANAGEMENT ---
[ ] Property Disclosure Documents
[ ] Executed Contracts
[ ] Title Reports/Commitments
[ ] Document Type (Contract, Disclosure, Title Report, Inspection Report, Other)
[ ] Document Notes/Summary
[ ] Document Received Date
[ ] Document Status (Pending, Reviewed, Signed, Archived)

--- DATA FORMATTING & CONSISTENCY ---
[ ] Property Type (Single Family, Condo, Townhouse, Multi-Family, Land, Commercial)
[ ] Bedrooms
[ ] Bathrooms
[ ] Square Footage
[ ] Listing Status (Active, Pending, Sold, Withdrawn, Expired)
[ ] Listing Date
[ ] Lead Source (Website, Referral, Open House, Networking, Social Media)

--- COMPLIANCE & REGULATIONS ---
[ ] Confirmation of GDPR Compliance Review? (Reviewed and Compliant, Under Review, Not Reviewed)
[ ] State-Specific Data Disclosure Forms? (All Required Forms Attached, Partial Forms Attached, No Forms Attached)
[ ] Last Privacy Policy Update Date
[ ] Notes Regarding Compliance Concerns/Changes
[ ] Is Data Encryption Used? (Yes, No, Partial Encryption)
[ ] Supporting Documentation (Privacy Policy, Consent Forms)

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