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Client onboarding

Client Onboarding Checklist for Real Estate Organizations*

*Section 1: Pre-Onboarding**

Conduct initial client inquiry call or meeting

Obtain necessary client information (name, contact details, property preferences, etc.)

Explain the services offered by the real estate organization

Provide the client with an overview of the onboarding process

Confirm client's interest in proceeding with the organization's services

Schedule a formal meeting for onboarding

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*Section 2: Initial Meeting**

Prepare an agenda for the initial meeting

Introduce the client to the assigned real estate agent or representative

Discuss the client's goals and objectives for buying or selling property

Review the real estate organization's processes, fees, and legal obligations

Provide the client with necessary disclosure forms and contracts

Obtain client's signature on required documents

Collect any initial payments or deposits, if applicable

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*Section 3: Document Collection**

Provide the client with a checklist of required documentation

Assist the client in gathering necessary documents (identification, proof of funds, property title, etc.)

Review and verify the authenticity and completeness of collected documents

Address any missing or incomplete documents with the client

Organize and securely store the client's documents

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*Section 4: Property Search/Listing Process**

Conduct a detailed property search based on the client's preferences

Provide the client with a list of potential properties for their consideration

Schedule property viewings or prepare property listings, depending on client's needs

Accompany the client to property viewings or assist in listing the property for sale

Gather feedback from the client regarding the properties viewed or listed

Modify property search criteria or listing strategy based on client's feedback

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*Section 5: Offer and Negotiation**

Assist the client in preparing and submitting purchase offers or receiving offers for listed property

Negotiate terms and conditions in line with the client's interests

Facilitate communication between the client and the other party involved in the transaction

Review and explain any counteroffers or amendments to the client

Obtain the client's acceptance or rejection of offers or counteroffers

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*Section 6: Closing Process**

Coordinate with the necessary parties (lawyers, lenders, inspectors, etc.) to ensure a smooth closing process

Schedule and attend property inspections, appraisals, and final walkthroughs

Review and explain the closing documents to the client

Facilitate the signing of closing documents and ensure all necessary payments are made

Assist in the transfer of property ownership and possession

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*Section 7: Post-Closing Follow-up**

Conduct a post-closing meeting with the client to ensure their satisfaction

Provide the client with a copy of all closing documents for their records

Offer assistance with any post-closing matters or questions from the client

Request and encourage client feedback or testimonials

Maintain regular communication with the client for future real estate needs

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