Real Estate Agent Master Checklist
Essential Marketing & Sales Points for Every Project
Location of the Site
1- Download Google Map site location link
- Save the link for quick access
- Check and verify the link location
Approach Road
2- Find the better approach road
- Check alternate access roads
- Travel on the approach roads directly
Route Familiarity
3- Visit the venture site once or twice
- Be thoroughly familiar with the route
- Find different ways to reach the site
Project Approvals
4- Verify authority approvals (DTCP, HMDA, YTDA, RERA)
- Know all exact approvals the site has
- Cross-check and keep LP Number ready
Project Size & Layout
5- Know how many acres the project spans
- Total number of plots in the venture
- Overall shape and structure of layout
Plot Sizes & Shapes
6- Identify all available plot sizes
- Know inventory varieties offered
- Check plot shapes & facings as per Vastu
Plot Availability
7- Track plots that are sold
- Track plots currently booked
- Maintain clear list of plots for sale
Company App Usage
8- Download the official company mobile app
- Be familiar with using the app features
- Check all site details published in-app
On-Site Developments
9- What developments company is undertaking
- Ensure developments match approvals
- Check active status of work on site
Surrounding Area
10- Upcoming government infrastructure projects
- Nearby public amenities (schools, hospitals)
- Nearby residential habitats & communities
Enroute Growth
11- Distance from the main city core
- Already completed route developments
- Upcoming commercial & road projects
Competitor Analysis
12- Identify all nearby competitor ventures
- Compare pricing & payment options
- Compare site development quality
Price & Payment
13- Pricing tier for investors
- Cut-off rates for business associates
- Various flexible payment methods
Offers & Schemes
14- Identify active company promotional offers
- Discounts & offers for customers
- Incentives for business associates
Company Guarantee
15- Guaranteed years of site maintenance
- Security arrangements for the layout
- Commitments on common amenities
Loan Facilities
16- Which banks offer pre-approved loans
- Availability of EMI repayment options
- Loan tenure & interest options
Marketing Brochures
17- Download digital E-Brochure
- Carry printed physical brochures
- Study brochure details in-depth
Link Documents
18- Cross-check all legal link documents
- Show clear title documents to buyers
- Verify clear land ownership history
Land Appreciation
19- Anticipation of future price appreciation
- Be realistic & practical in assessment
- Understand historical regional price growth
Registration Process
20- Sub-Registrar Office (SRO) location
- Estimated cost of registration & stamp duty
- Step-by-step registration procedure
Digital Assets Kit
21- Save & download all site collateral
- Google location links & RERA info
- E-Brochures, layout plans, and documents