Realtor Tool · Buyer Onboarding

Turn the first buyer conversation into a clear search plan.

Document the buyer’s own priorities, tradeoffs, open questions, and next steps in a recap that is easy to revisit before tours and offers.

Step 1 of 2

Build the buyer-led search brief

Use the buyer’s words and property-related criteria. Financial readiness fields document status only and do not provide lending advice.

Consultation basics

Private Session Label

Current Stage

Buyer-Stated Timeframe

Financing Conversation Status

Buyer-Provided Price Guidance (Optional)

Communication Preference

Property search priorities

Must-Have Property Features

Nice-to-Have Features

Property Dealbreakers or Constraints

Property Types or Style

Named Destinations or Objective Location NeedsKeep location criteria objective and buyer-directed. Do not use protected characteristics, demographic composition, or coded neighborhood descriptions.

Tradeoffs and open questions

Tradeoffs the Buyer Would Consider

Questions to Research or Refer

Agreed next steps

This planner is for documenting a buyer-directed conversation. Confirm financial information with the buyer’s chosen lender and follow fair-housing, brokerage, disclosure, and representation requirements.

Step 2 of 2

Buyer Consultation Plan

Buyer-directed working summary. Review this recap with the buyer and correct anything that does not reflect their own priorities. It is not a lending decision, property recommendation, inspection, valuation, legal opinion, or substitute for professional advice.