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# Reusable Buyer Description Checklist

| **Effective buyer qualification** is where great deals start. The first conversation with new customers is not just about getting to know each other; it is about confirming the buyer’s motivation, timeline, budget/financing readiness, and identifying the real decision-makers. This also helps set expectations early, ensuring the search remains focused and productive.

| Qualification is not always a perfect science. We find it more of an art. However, there is a core set of information we recommend gathering before scheduling multiple viewings or building a long shortlist. It's important to note that in PropWise, the **Buyer Description you create not only keeps your notes organized but also feeds our AI tools**, which assist in matching listings, cross-referencing uploaded documents, and supporting you throughout the transaction.

We suggest allowing your new customers to do most of the talking. Keep your questions open-ended and listen attentively while taking notes. Use the outline below to guide your conversation and enjoy uncovering your new client's goals and aspirations that this next move will support.

### 1. Buyer Context
* Who is the buyer? (individual, couple, family, investor)
* Why are they buying? (new job, investment, family change)
* Primary motivation (living, investing, relocation, lifestyle upgrade)
* What is their targeted move-in date?
* Do they need to sell/rent their current home in order to move?
* Who will be on the deed?
${color}[#4ddb00](**Green flag**)${color}[#4ddb00](:)${color}[#000000]( )clear reason, defined deadline, responsive communication.
${color}[#ff0000](**Red flag:**)${color}[#ff0000]( )vague urgency, “just browsing” with no next step.

### 2. Property Type
* Apartment / House / Commercial
* New build vs resale
* Minimum size (sqm)
* Minimum bedrooms / bathrooms

### 3. Location Preferences
* Which area do they want to move to, and why?
* Acceptable secondary areas (have they considered other areas with similar features that fit their home goals?)
* Deal-breaker locations (explicitly list)

### 4. Budget & Financial Constraints
* Target price range with maximum comfortable ceiling (if financing, what are their comfortable monthly carrying costs?)
* What can they afford as a down payment and from what source will it be coming from?
* If they intend on financing, have they received a pre-approval letter? From which lender?
**Best Practice:** If they are financing, we recommend asking for the pre-approval or referring them to a lender before scheduling multiple viewings.

### 5. Must-Have Features (Non-Negotiable)
* Location(s) and commute constraints
* Renovation tolerance (turnkey vs. fixer-upper)
* Parking
* Outdoor space (balcony, terrace, garden)
* Elevator
* Storage
* Accessibility requirements

### 6. Nice-to-Have Features
* View (sea, city, nature)
* Floor level preference
* Building amenities (gym, concierge, pool)

### 7. Lifestyle & Proximity
* Schools
* Public transport
* Commute time
* Beach / city center / nature access

### 8. Deal Breakers
* What would immediately disqualify a property?

### 9. Decision Drivers
* What will make the buyer say “yes” faster?
* What typically causes hesitation?
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### Takeaway
|| PropWise Buyer Portfolios are not folders. They are a **decision-making systems**. Agents who organize around buyers build trust faster, waste less time, and close more effectively. Agents who organize around listings stay busy, but not effective.