Client administration forms

The administrative layer of agency work: capturing what a client wants, collecting the documents a transaction will need, and holding a property’s particulars in one place rather than across a phone.

A client document checklist is the most useful of the three in practice, because the documents a transaction needs are knowable in advance and are almost never all available when first asked for. Working from a list turns a scramble near completion into a series of small requests early on. The property information sheet serves the same purpose from the other direction — it is the record you build once and refer to for every subsequent enquiry about that unit.

As with the viewing and handover documents, these are SQFT AI’s own operational forms in commercial and residential variants, not prescribed documents. Where CEA publishes an official template for a purpose, this library links to CEA’s rather than offering its own.