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Buyer Qualification Workflow

Systematic buyer pre-qualification including financial verification, needs assessment, and pre-approval coordination

Complexity: Moderate | Duration: 15-30m | Category: Industry/Real Estate

Tags: buyer qualification financing preapproval crm

Workflow Diagram​

Steps​

Step 1: Initial consultation​

Agent: real

estate-transaction-specialist - understand buyer goals

Step 2: Financial assessment​

Agent: financial

analyst - review income, assets, credit

Step 3: Pre​

Agent: approval coordination

real-estate-transaction-specialist - connect with lenders

Step 4: Needs analysis​

Agent: real

estate-transaction-specialist - identify property criteria

Step 5: Budget determination​

Agent: financial

analyst - calculate affordable price range

Step 6: Search criteria setup​

Agent: real

estate-transaction-specialist - configure MLS alerts

Step 7: Buyer agreement execution​

Agent: real

estate-transaction-specialist - sign representation

Step 8: CRM record creation​

Agent: real

estate-transaction-specialist - log buyer profile

Step 9: Property matching​

Agent: real

estate-transaction-specialist - identify suitable listings

Step 10: Follow​

Agent: up scheduling

real-estate-transaction-specialist - set viewing appointments

Usage​

To execute this workflow:

/workflow industry/real-estate/buyer-qualification-workflow.workflow

See other workflows in this category for related automation patterns.