For mortgage brokers
FREE BUYER'S AGENT SCREENING CHECKLIST.
6 quick questions to help you screen a buyer's agent before referring your client, so they're in organised, credible hands throughout the purchase.
Inside the checklist
6 SCREENING QUESTIONS.
- Are they licensed, insured and compliant?
- Do they have a referral pack you can pass on?
- Do they understand the client's finance position and work with the broker?
- Can they explain how they source, assess and negotiate opportunities?
- Can they show an example property report, due diligence process or portfolio tool?
- Do they have real buying and investment experience they can prove?
It also lists the documents to ask for before referring, from the licence number and insurance confirmation to the service agreement and post-purchase support process.
Download the checklist
1-page PDFFree to download and share with your team.
Download the checklist (PDF)The Proptip way
HOW I LOOK AFTER YOUR CLIENTS.
Future first
Decisions built on long-term growth, so your client buys their future as well as a property.
Protect and empower
I take the pressure off and give your client the clarity to feel confident at every step.
Bring the energy
Buying property should feel exciting, supported and simple, and I keep the process clear and enjoyable.
Direct to Michael
LET'S PLAN
YOUR NEXT MOVE.
Start with a strategy call about your goals, budget and timing.
Book a strategy call0457 473 888Adelaide homes and downsizing.
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