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Client onboarding

Client Onboarding Checklist for Real Estate Organizations*

*Section 1: Pre-Contract Phase**

Conduct initial client inquiry or lead generation

Schedule a meeting or phone call to understand client requirements

Provide information on services and offerings

Send client agreement or contract for review and signing

Collect required client information (contact details, identification, etc.)

Request additional documentation if necessary (financial statements, tax returns, etc.)

*Section 2: Contract and Documentation**

Review signed contract for accuracy and completeness

Create client file and organize all relevant documents

Prepare a checklist of required documentation for the client

Request any missing or incomplete documentation from the client

Ensure all necessary legal and regulatory requirements are met

*Section 3: Client Intake and Setup**

Enter client details into the CRM or database system

Assign a dedicated account manager or point of contact

Set up client accounts and access to relevant systems or platforms

Inform the client about communication channels and response times

Provide a welcome package or introductory materials

*Section 4: Needs Assessment and Goal Setting**

Arrange a meeting or consultation to understand client needs and goals

Conduct a thorough analysis of the client's real estate requirements

Determine client preferences, budget, and timeline

Identify any challenges or constraints that may affect the client's goals

Collaborate with the client to set realistic and achievable objectives

*Section 5: Property Search and Analysis**

Conduct market research to identify suitable properties

Provide the client with a curated list of potential properties

Schedule property visits or virtual tours for the client

Analyze property features, location, and market trends

Collaborate with the client to shortlist preferred properties

*Section 6: Negotiation and Contracting**

Assist the client in preparing and submitting purchase or lease offers

Negotiate terms and conditions on behalf of the client

Review and analyze counteroffers and propose necessary amendments

Facilitate the contract signing process and ensure legal compliance

Coordinate with attorneys or legal advisors, if required

*Section 7: Closing and Handover**

Coordinate property inspections and due diligence processes

Facilitate closing procedures and financial transactions

Assist the client in obtaining necessary permits or licenses

Arrange for property insurance, if applicable

Provide the client with keys, access codes, and necessary information for occupancy

*Section 8: Post-Contract Support**

Conduct a follow-up meeting to ensure client satisfaction

Provide ongoing support for any post-occupancy issues or concerns

Offer property management services, if applicable

Maintain regular communication with the client for future needs

Request client feedback and testimonials for marketing purposes

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