Buyer Representation Agreement Checklist
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Client Identification & Contact Information
Verify accuracy of client details and ensure proper contact methods are documented.
Buyer's Full Name
Buyer's Date of Birth (Year)
Buyer's Primary Phone Number
Buyer's Email Address
Mailing Address
Marital Status
Date of Agreement
Agency Disclosure & Explanation
Confirm the client understands the type of agency relationship (e.g., exclusive, non-exclusive, dual agency - if allowed) and its implications.
Agency Type
Explanation of Exclusive Representation
Explanation of Non-Exclusive Representation
Explanation of Dual Agency (If Applicable)
Client Acknowledgement of Agency Relationship
Client Understanding Confirmation
Client Signature acknowledging Agency Disclosure
Services to be Provided
Outline the specific duties and responsibilities the agent will provide to the buyer throughout the transaction.
Property Search & Identification
Communication Methods
Property Viewings - Scheduling & Coordination
Maximum Number of Properties Viewed Per Week (Optional)
Offer Negotiation & Assistance
Representation During Inspections
Contract Review & Explanation (Limited)
Buyer's Objectives & Preferences
Document the buyer's desired property type, location, price range, and any specific needs or wants.
Desired Price Range (Minimum)
Desired Price Range (Maximum)
Preferred Property Types
Desired Neighborhoods/Areas (List)
Specific Location Requirements/Preferences (e.g., near schools, public transportation)
Minimum Number of Bedrooms
Minimum Number of Bathrooms
Must-Have Features (e.g., garage, fenced yard, updated kitchen)
Compensation & Payment
Clearly state how the agent will be compensated, including source of funds (seller, buyer, or split) and any potential adjustments.
Compensation Source
Agent Commission Rate (%)
Total Commission Amount ($)
Payment Timing
Payment Details (if staged)
Co-broker Commission Split (if applicable)
Term & Expiration
Define the duration of the agreement and the circumstances under which it will expire.
Effective Date of Agreement
Expiration Date of Agreement
Number of Days for Expiration (optional)
Specific Circumstances for Early Termination (if applicable)
Automatic Termination Events (select all that apply)
Notes Regarding Extension/Modification (if any)
Extension Option
Property Viewings & Offers
Outline the process for property viewings, offer submission, and negotiation.
Description of Buyer's Viewing Preferences (e.g., open houses vs. private showings)
Maximum Number of Properties to View Per Showing Day (Optional)
Preferred Method for Receiving Property Listings (e.g., email, text, online portal)
Instructions for Submitting Offers (e.g., submission deadline, pre-approval letter requirements)
Date Offer Submission Deadline Must Be Met (if applicable)
Specific Offer Strategy Instructions (e.g., escalation clauses, appraisal gap coverage)
Confidentiality & Data Privacy
Address confidentiality regarding the buyer's financial information and search criteria.
Buyer's Financial Information Disclosure
Data Sharing Preferences
Specific Confidentiality Concerns
Data Types to be Kept Confidential
Agent's Confidentiality Commitment
Legal Review & Acknowledgement
Confirm the buyer has had the opportunity to review the agreement and understands its terms. Indicate if legal counsel was sought.
Date Agreement Presented to Buyer
Buyer's Opportunity to Review Agreement
Did Buyer Receive a Copy of the Agreement?
Did Buyer Have Opportunity to Consult with Legal Counsel?
Notes regarding Legal Counsel (if applicable)
Buyer Acknowledgement Signature
Date of Buyer Acknowledgement
Signatures & Dates
Ensure both the buyer and the agent sign and date the agreement.
Buyer Signature
Date of Buyer Signature
Agent Signature
Date of Agent Signature
Printed Name of Buyer
Printed Name of Agent
Witness Signature (if required)
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