ResourcesEstate Agent ToolsDeveloper Liaison Checklist
ChecklistEstate Agent ToolsEstate AgentsPDF Document — 219 KB

Developer Liaison Checklist

Building and managing relationships with new build developers — 93 interactive checkboxes from first approach to ongoing management.

About This Resource

An interactive checklist for estate agents building developer relationships: initial approach and research (developer portfolio analysis, identifying decision-makers, preparing credentials), first meeting preparation (comparable data, market reports, agency marketing pack), agreeing terms (commission structure, exclusivity, marketing obligations, reporting), marketing and sales support (show home access, photography, CGI usage, digital assets), ongoing relationship management (regular reporting, pipeline updates, feedback loops), and performance review (KPIs, quarterly reviews, exclusivity renewal).

What's Included

  • Initial research & approach
  • Meeting preparation
  • Terms & contract items
  • Marketing support items
  • 93 interactive checkboxes

Who Is This For?

Estate agents looking to win and manage new build developer contracts who want a systematic approach to building professional relationships.

Developer Liaison Checklist
PDF Document — 219 KB
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