Buyer questionnaire, pre-approval docs, agency agreement, and earnest money collection.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Understand your buyer's criteria so you can start showing the right homes immediately.
Verify your buyer is qualified before you invest time in showings.
Get the buyer agency agreement and disclosures signed before the first showing.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
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