Keller Williams Realty Expectations Dialogue Worksheet 2011-2026 free printable template

Expectations Dialogue Worksheet Name Date Position Market Center Manager Purpose Honesty Expectations On a scale of 110, with 10 being completely candid, how honest do you want me to be with you?

How to fill out Keller Williams Realty Expectations Dialogue Worksheet

How to fill out Keller Williams Realty Expectations Dialogue Worksheet

1. Start by reviewing the purpose of the Expectations Dialogue Worksheet, which is to clarify the expectations between a client and an agent.
2. Begin with the client's information, such as name, contact details, and listing specifics if applicable.
3. Outline the client's goals for the real estate transaction, including timeline and desired outcomes.
4. List the agent's responsibilities and services being provided to the client, ensuring clarity on the level of support.
5. Discuss communication preferences, including frequency and mode of communication (e.g., phone, email).
6. Set mutual expectations regarding feedback and updates throughout the process.
7. Include any additional terms or conditions that are relevant for both parties.
8. End the worksheet with signatures from both the agent and the client to confirm agreement on the expectations.

Who needs Keller Williams Realty Expectations Dialogue Worksheet?

1. Real estate agents working with clients.
2. Home buyers or sellers seeking clarity on their relationship with their agent.
3. Teams within Keller Williams Realty needing a standardized approach to client interactions.
4. Clients expecting organized communication and clear expectations from their real estate agent.

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What is Keller Williams Realty Expectations Dialogue Worksheet?

The Keller Williams Realty Expectations Dialogue Worksheet is a tool designed to facilitate open communication between real estate agents and their clients. It outlines expectations for the relationship, services provided, and mutual responsibilities.

Who is required to file Keller Williams Realty Expectations Dialogue Worksheet?

All Keller Williams Realty agents are required to use the Expectations Dialogue Worksheet when starting a new client relationship to ensure clarity and alignment of expectations.

How to fill out Keller Williams Realty Expectations Dialogue Worksheet?

To fill out the Expectations Dialogue Worksheet, agents should gather information from clients regarding their needs and expectations, complete each section of the worksheet collaboratively, and ensure both parties sign the document.

What is the purpose of Keller Williams Realty Expectations Dialogue Worksheet?

The purpose of the Expectations Dialogue Worksheet is to establish clear communication, set mutual expectations, and prevent misunderstandings between agents and clients throughout the real estate process.

What information must be reported on Keller Williams Realty Expectations Dialogue Worksheet?

The worksheet must include information such as client's goals, preferred communication methods, timelines, specific services desired, and any special requests or additional considerations.