Criteria before claims
Score fit using service area, property type, process clarity, source support, and interview answers.
Agent Fit Checklist
A quick self-guided tool for deciding what kind of agent profile to compare first.
Outcome
Build a shortlist brief you can use before contacting agents.
Agent evaluation scorecard
Use this as a private decision aid
The checklist helps you organize what to verify before contacting or hiring an agent. It does not create a public ranking, submit your answers, or replace licensing, legal, financial, inspection, or tax advice.
No stored answers
This worksheet runs on the page as a planning tool. It is not a lead form.
Compare consistently
Use the same prompts across multiple profiles so the decision is easier to explain.
Interactive worksheet
Fit signals to confirm
Score0/8
0 to 3 checked
Early research. Define your needs and compare more profiles before contacting.
Use this before opening profiles
Start by defining the assignment. A buyer, seller, investor, downsizer, or relocation client may need different questions and different profile signals.
Write down city, area, property type, budget, and timing.
Choose two or three profiles to compare.
Ask every profile the same baseline questions.
Treat low scores as prompts
A low score does not mean an agent is poor. It means you need more source support or clearer answers before relying on the match.
Ask for current examples.
Ask for source links.
Ask who handles each task.
How to interpret the score
Use the score as a next-step guide
0 to 3
Early research. Define your needs and compare more profiles before contacting.
4 to 6
Promising direction. Prepare interview questions and verify weak fields.
7 to 8
Strong fit brief. Contact profiles and confirm the details before signing.
Related resources
Read next
Pair the worksheet with guide content before interviewing or shortlisting profiles.
9 min
core comparisonCompare agents
A practical framework for comparing real estate agents by local fit, property type, service model, source signals, and interview quality.
Read guide8 min
interview prepInterview questions
A consumer interview guide for asking better questions about service area, pricing, communication, fees, representation, and source-supported claims.
Read guideNext step
Move from worksheet to real local profiles
Use the checklist results to compare agents in your city, prepare interview questions, and submit corrections when a profile needs updated source support.
Consumer resources
Research-backed resources for comparing agents
These guides and tools help buyers and sellers compare profiles, prepare interviews, verify source-supported claims, and choose a service model without relying on unsupported rankings.
Compare fit
Use city, neighbourhood, property type, service model, and source support.
Ask better questions
Use the same interview prompts across multiple profiles.
Verify before signing
Check licensing, representation terms, fees, referrals, and current source links.