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Real Estate Agency

Buyer needs assessment, viewing feedback, offer tracking, and move-in survey forms for real estate agencies

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Client Property File


This is your standing file with our agency — one record that we both keep current across every purchase, sale and rental we handle for you. It is not tied to a single transaction. Update it whenever your details, financing or plans change, and we will always be working from the right picture.

Contact Details
Primary contact name:
Phone:
Email:
Current home address:
Preferred way and time to be contacted:
Client since:

Role & Objectives
How we are working together right now: (tick all that apply)
Buyer — searching for a property to purchase
Seller — listing a property for sale
Renter — looking for a property to lease
Landlord / investor — letting or building a portfolio
Overall goals and any timeline that matters to you:

Financing & Pre-Approval
Pre-approval status:
Fully pre-approved
In progress
Not yet started
Cash buyer — no financing needed
Lender / broker:
Approved amount / budget ceiling:
Pre-approval valid until:

Owned / Portfolio Properties
Properties you already own — home, rentals, land. Keep this current as you buy or sell.
Address
Type
Held as
Notes













Active Search / Sale Mandates
What we are actively working on for you — a purchase search, a listing to sell, a rental to fill. Update the status as things move.
Mandate
Criteria / area
Budget
Status













Key Dates & Contacts
Dates that matter — lease expiries, mortgage renewals, closing dates — and anyone else in the deal: lawyer, mortgage broker, surveyor, co-buyer, with their role.

Transaction History
Every deal we have closed together — purchases, sales, rentals. A running record so nothing is lost between engagements.
Date
Property
Type
Price / rent













Running Notes
Add dated entries as things change — a new preference, a viewing reaction, a decision we agreed, a life event that shifts the plan. Newest at the top.

Keep this file current — it is the record we work from on every deal we handle for you.
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Templates in this pack

The Real Estate Agency pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Real Estate Agency templates?
The Real Estate Agency pack contains 7 templates: Client Property File, Buyer / Renter Needs Assessment, Property Viewing Feedback, Offer & Negotiation Tracker, Move-In Satisfaction Survey, Seller Listing Agreement, Buyer & Seller Service Guide. Each is ready to use and fully editable.
Can I customize these templates?
Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
How do I use the Real Estate Agency templates?
Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.