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Client onboarding checklist for real estate agents

Top agents qualify fast: motivation, budget, timeline, documents. This checklist collects everything before the first showing or listing appointment — so your time goes to clients who will actually close.

1. Client name and preferred contact method
2. Buying, selling, or both?
3. Target timeline for the move
4. Motivation: what's driving the move
5. Buyers: budget and mortgage pre-approval status
6. Buyers: neighborhoods, property type, must-haves, deal-breakers
7. Sellers: property address, type, size, beds/baths, year built
8. Sellers: renovations, known issues, HOA details
9. Sellers: expected price and reasoning
10. Current housing: own/rent, lease end date
11. Working with another agent? (exclusive agreement)
12. Source: how they found you
13. Availability for first call or meeting

Tips from the field

• Buyers: no pre-approval, no showings — make it a rule.
• Sellers: collect property documents before the CMA, not after.
• Motivation ('why moving?') predicts seriousness better than budget.