Keep every showing moving toward a clear next step.
Buyer & listing agents
- Search criteria, budget and financing status
- Showing feedback and property questions
- Offer, inspection and closing milestones
Sample note
Review before saving
Use client-stated property criteria. Do not infer protected characteristics or steer clients. Verify listing availability, fees and transaction deadlines.
Confirm each customer’s country, currency and time zone. Display language does not determine the applicable market.
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