Agency registration questionnaire

Register your client

To help us work efficiently with our agency partners and ensure that every client receives the right guidance from the outset, we ask you to complete this questionnaire when registering a new client.

Providing accurate and complete information allows us to better understand your client’s requirements, prepare for their visit and make the buying process as smooth and effective as possible.

Please note: clients cannot be registered until all the requested information has been provided. To save time, we recommend downloading and keeping this questionnaire ready to complete whenever you wish to register a new client.

Thank you for helping us build a more efficient and successful collaboration.

1. Clients full name and that of partner (if applicable):

2. Email address up to the ‘@’ sign:

3. First half of telephone number, including country code:

4. The date that you have them appointed (must be within the next 3 months):

Questionnaire

1. Is your client direct?

2. How long have you had them as a client?

3. Did your client choose the property/s themselves?

4. Do they know the area?

5. Have they got an NIE and legal representation?

6. Are their funds liquid or do they need a mortgage? If they need a mortgage, is it a Spanish one or financing in their own country?

7. Do they need to sell a property before proceeding?

8. Are all the decision makers here for the viewing/s?

9. Are they aware of the buying costs?

10. Are they prepared to place a deposit on a property if their offer is accepted?

11. Are you a registered and licensed Estate Agent within the Comunidad Valenciana?

Property reference numbers to view

Does your client know about rustic properties and the laws in this area?

Please fill in your company details

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Agency Registration Questionnaire

Register your client

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