The Buyer's Agency Stress Test

Take this 12-question assessment (2 minutes) to find out how well your business can manage clients, property purchases and growth — without relying on you to remember everything.

Choose the answer that best reflects how your Buyer's Agency operates right now.

Name

When a new client signs with your agency, how clear is the onboarding process?

We have a documented onboarding process that is followed most of the time.

I mostly know the steps in my head and work through them as I go.

Every step is systemised, assigned and tracked from agreement through to onboarding.

I have a checklist, but some steps still rely on me remembering them.

At any given moment, can you see exactly where every client is up to in the purchase process?

Yes. I have one clear view of every client and the next action required.

Usually, but information is spread across several places.

Most client progress is recorded centrally.

Not without checking emails, notes, spreadsheets or asking someone.

How does your team know what needs to happen next for each client?

We rely on notes, emails or manual task lists.

Tasks, responsibilities and next steps are automatically triggered through our documented workflow.

They use their own knowledge or, if they're unsure, they ask me.

We have documented processes, but still need some manual prompting.

How consistently are important client communications sent?

We have set client communication points and usually follow them.

It depends on how busy we are.

We have templates, but sending them is mostly manual.

Key emails, SMS and reminders are built into the client journey and triggered to send at the right time.

How confident are you that important compliance steps cannot be missed?

Think Buyer's Agent agreements, AML checks, client authority and other required documentation.

We have checklists, but mistakes are still possible.

Compliance steps are embedded into the workflow so the next stage cannot easily proceed without them.

We have documented compliance procedures and checkpoints.

I rely heavily on memory and manual checking.

How structured is your property due diligence process?

Due diligence follows a clear best-practice process with checks, approvals, records and red-flag triggers built in.

It varies depending on the property and which team member is handling it.

We use consistent checklists and processes for most purchases.

We have our own way of doing it, but it isn't fully documented.

What happens when something goes wrong with a purchase?

For example: a low valuation, building defect, finance delay or client pushback.

We have procedures for some common problems.

We work it out when it happens.

We have clear processes, escalation points and actions for common problems and exceptions.

I know how I would handle most situations, but the process isn't documented.

If you hired a new Buyer's Agent tomorrow, how quickly could they follow your client process?

I could give them some templates and explain how we work.

We have documented processes they could learn from.

They could enter the system and clearly see the stages, tasks, templates and responsibilities they need to follow.

They would need to shadow me or another team member for quite a while to learn what to do.

Where are your client documents, reports, approvals and communications stored?

Most important client information is stored consistently.

Across emails, folders, desktops and different platforms.

We have some central storage, but finding things can still take time.

Client information, documents, communications and progress are organised in one place and around one central workflow.

How dependent is your Buyer's Agency on you personally?

My team can handle some things, but I still need to oversee most client matters to ensure consistency.

The current system tells each team member what needs to happen, so the business doesn't rely on everything being held in my head.

Very dependent. If I'm unavailable, things can quickly stall.

The business can operate without me for short periods, although I am still involved in key decisions.

As your client numbers significantly increase, what happens operationally?

Our current processes can handle reasonable growth.

Things become chaotic and I'm worried something will be missed.

Our systems are designed so we can add clients and team members without losing consistency, visibility or professionalism.

We cope, but it creates way more admin and pressure.

How confident are you that every client receives the same professional journey?

Every client follows a defined best-practice journey from first enquiry through to settlement, regardless of the team member managing the purchase.

It depends on workload and who is managing the client.

Our client experience is fairly consistent and documented.

We try to provide consistency, but there could be gaps.

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