REAL ESTATE FOLLOW-UP CHECKLIST — OCLIQ

DAILY
[ ] Review new requests and assign an owner.
[ ] Check overdue tasks and today's next actions.
[ ] Confirm upcoming showings and appointment preparation.
[ ] Review active transaction deadlines and assign necessary checks.
[ ] Attach important conversations to the correct contact record.
[ ] Update stages and next actions after each conversation.
[ ] Stop follow-ups that are no longer appropriate for a contact.

WEEKLY
[ ] Review records without an owner or next action.
[ ] Distinguish active, paused and lost records.
[ ] Check duplicates and missing information.
[ ] Check permissions before running a campaign.
[ ] Review lead sources and lost reasons without confusing activity with outcomes.

DURING YOUR CRM DEMO
[ ] Test a buyer scenario and a seller scenario.
[ ] Confirm the fields and history that can be imported.
[ ] Have every required integration checked.
[ ] Verify record ownership, tasks and team access.
[ ] Ask how data export and deletion work.
[ ] Confirm communication charges and custom requirements.
[ ] Confirm support and service commitments in your offer.

Adapt this checklist to your practice. It does not replace professional obligations or contractual dates.
https://www.ocliq.com/en/broker-resources
contact@ocliq.com — Ocliq LLC