Agent Tools worksheet

Use this public checklist to prepare questions before hiring or paying a vendor/service provider.

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Vendor Question Checklist

Organize scope, pricing, deliverables, risk items, access questions, and follow-up before a vendor conversation.

Vendor/service details

Agent name Brokerage/brand line Vendor/company name Vendor contact name Vendor type Service needed Property/client/project label Timeline/deadline Estimated budget Pricing model Data/client access involved? License/insurance needed? Cancellation/refund terms known? Deliverables expected Important requirements Notes