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Client
Client name
Email
Phone
Contact method
email
phone
sms
Engagement type
Full Service
Sourcing Only
Negotiation Only
Budget
Pre-approval status
Not Started
In Progress
Pre-Approved
Formal Approval
Expired
Min (AUD)
Max (AUD)
Buyer type
Owner Occupier
Investor
First Home buyer
Upsizer
Downsizer
Property Requirements
Property types
House
Apartment
Townhouse
Villa Unit
Duplex
Acreage
Vacant Land
Min beds
Min baths
Parking
Required
Nice to have
Not needed
Location
Preferred suburbs
Must-Haves
Natural light
Near public transport
Internal laundry
Garage / off-street parking
North-facing aspect
Backyard / outdoor area
School catchment zone
Granny flat potential
Deal-Breakers
Ground floor
Main road frontage
No balcony (apartment)
Cladding issues
High strata fees
West-facing living areas
Strategy
Urgency
Immediate
3 months
6 months
12 months
No fixed timeline
Purchase purpose
PPOR
Investment
SMSF
Rentvesting
Willing to bid at auction?
Yes
No