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.
Preferred way and time to be contacted:
How we are working together right now: (tick all that apply)
Overall goals and any timeline that matters to you:
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.
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.
Dates that matter — lease expiries, mortgage renewals, closing dates — and anyone else in the deal: lawyer, mortgage broker, surveyor, co-buyer, with their role.
Every deal we have closed together — purchases, sales, rentals. A running record so nothing is lost between engagements.
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.