Checklist: what to check when you find a property for a buyer client

Before presenting a property to a buyer client, estate agents should verify five essential criteria: the right size and layout using over 30 search filters, surrounding amenities and commute times, structural details like construction year and energy ratings, asking price history with market valuations, and estimated rental yield for investment potential.

1. Find a property with the right size and divisions

Matching the client’s needs with the right place is an alchemy. A larger family might need a property with not only more bedrooms but also more bathrooms, a couple that works from home might wish a well-lit room to place their home office, people with young children or pets probably would like to have some outdoor space, while a parking space is something valuable in the busiest European cities.

So, first of all, the better your property search tool, the more accurate will the results be. With CASAFARI’s Property Sourcing you can use over 30 filters to target exactly the kind of property that would make your client fall in love.

And, once you find properties with potential to be the chosen one, you can go straight to their Property Page for a deep dive into its characteristics and pictures.

Property search and property page in detail

2. Pay attention to its surroundings

Speaking of reaching the perfect match, the surrounding areas should also be accounted for in your search for a property. The logic is the same: kids will need schools, parents will need supermarkets nearby, pharmacies, doctors, good transportation options and, ideally, a short commute to work. All of this to say that the surrounding area of a property also determines how the family life would look like once the asset is acquired.

And what is the best way to check all this information, you might ask. We have you covered.

When you find a property in CASAFARI and enter its Property Page, you can see our Location Widget. This feature shows two types of information: points of interest and time to travel.

On the points of interest, you’ll see the amenities in the area (hospitals, nature, food and drinks, transportation and more), along with a score for how good the area is in relation to all these options. Also, the commute map shows how long it takes to reach different locations using different means of transportation.

Location Intelligence Widget: enhanced property listings on your website

3. Investigate structural details

Other details that might considerably affect the interest of your client are related to the structure of the property and of the building itself.

Older people, clients with small children or with mobility difficulties will probably look for properties on the ground floor or buildings with an elevator. Those that don’t wish to spend much with maintenance or that are not willing to renovate the house will probably pay attention to its year of construction. And, finally, those concerned about thermal comfort or with higher energy bills, will definitely rather have better energy ratings.

Energy Performance Certificate: what is it and why is it important for selling and renting

When you search for properties inside CASAFARI, each one of them shows this information inside their own Property Pages, so you’re aware of the details that could boost your clients’ satisfaction with the properties you present to them.

4. Consider pricing matters

Another point in the search or a property is understanding if the asking price could be negotiated. So, there are two places should go to check this information:

Inside the Property Page, you can look at the:

• Time on the market: see for how long the asset has been available, so you can have an idea of how frustrated the owner could be with a property that’s stuck.

• History of the property: check how many times the asking price has been changed, to feel how insecure or uncertain about how much the property is worth is the owner.

Property history: why is this data priceless to real estate professionals

In our Property Valuation, you can also:

• Run a quick valuation, to see if the property is accurately priced according to the market.

• See the comparable properties, checking to see the conditions of other competitors in the same location.

That way, when you send the selected properties to the client, you’re ready to explain to them your strategy for approaching the seller, as well as to negotiate with the owner’s agent to lower the price, if possible.

CASAFARI’s Property Valuation report in detail: what you can create

5. Analyse the investment potential

If you search for a property for your clients to invest rather than live in, one of the most important information you will find for them is in CASAFARI’s Property Page. The estimated rental price and rental yield can show you if an asset is within the ROI range your client desires.

Rental Yield: why is it relevant and how to find it with CASAFARI

In the end, you can and will find the property your clients were hoping for, you just need a little help from technology. Following this checklist and accessing CASAFARI’s products is the key for better success rates and more satisfied clients.

Frequently asked questions

How can estate agents filter properties to match a buyer’s exact requirements?

CASAFARI’s Property Sourcing offers over 30 search filters, allowing agents to target specific criteria such as the number of bedrooms and bathrooms, outdoor space, or parking availability before reviewing the full Property Page. For technical details, refer to the Property Sourcing API documentation.

What information does CASAFARI’s Location Intelligence widget show on a Property Page?

The Location Intelligence widget displays two types of location data: points of interest, such as hospitals, schools, supermarkets, green spaces, and public transport, along with an overall area score. It also provides a commute map showing travel times across different modes of transport.

Why are structural details and energy ratings important when sourcing a property?

Structural details such as lift access or ground-floor layouts matter for older buyers, families with young children, or clients with mobility requirements. Additionally, the year of construction highlights potential maintenance or renovation needs, while Energy Performance Certificate ratings directly affect thermal comfort and ongoing energy costs.

How do property history and time on the market help with price negotiations?

Checking how long an asset has been on the market and tracking its asking price history on the Property Page indicates whether a seller may be open to negotiation. Furthermore, running a valuation with comparable properties confirms whether the asking price aligns with the local market.

How can agents assess the investment potential of a residential property in CASAFARI?

The Property Page displays the estimated rental price and estimated gross rental yield for listed properties. This information allows agents to quickly verify whether an asset aligns with an investor client’s target return on investment.