Before the visit: broker checklist
Most failed visits fail before anyone leaves the office — a wrong slot, no keys, or an owner who is out.
- Confirm the slot with the buyer and everyone they are bringing.
- Confirm availability and keys with the owner, society or site sales office.
- Plan a route if you are showing several properties, best match last.
- Send a confirmation with a location pin and your number; remind again on the day.
- Prepare a one-page sheet per property: price, carpet area, maintenance, RERA number, parking.
During the visit: broker checklist
- Arrive early, check the flat is clean, lights and water work.
- Let the buyer walk the flat first; answer questions, do not oversell.
- Point out the facts they asked about on the call — carpet area, facing, floor, parking.
- Note reactions per property: liked, maybe, disliked — and why.
- Ask the closing question: “Which one would you like to discuss with the owner?”
After the visit: broker checklist
- Log the visit and feedback the same day.
- Send a thank-you message and the details of the property they liked.
- Call within 24 hours to ask what they are thinking and to book a second visit or start the offer.
- Update the owner on how the visit went.
- If they disliked everything, refine the requirement and send fresh matches.
What should a buyer check on a site visit?
Take this list with you. For new projects, the paperwork matters as much as the flat.
| Check | New / under-construction project | Ready or resale flat |
|---|---|---|
| RERA registration | Project RERA number, verified on the state RERA portal | Applies if the project is still registered; otherwise not required |
| Approvals | Commencement certificate (CC), approved plans | Occupancy certificate (OC) for the building |
| Area | Carpet area in the agreement for sale | Area in the original agreement or sale deed; measure rooms |
| Price | Cost sheet with PLC, floor rise, parking, other charges | Agreed price, society transfer charges, pending dues |
| Title | Developer’s title and any loan on the project (portal disclosures) | Chain of sale deeds, society share certificate, khata or property card |
| Amenities | Which are built and which are only promised | Working lifts, water supply, power backup, parking |
| Commute | Drive or travel at peak hour | Drive or travel at peak hour |
Documents a buyer should ask for
Ask for copies, not just a look. Under Section 10 of the RERA Act, a registered agent must help the buyer get the information and documents they are entitled to at the time of booking.
- Project RERA registration certificate and number.
- Commencement certificate (and Occupancy certificate for completed buildings).
- Agreement for sale draft with carpet area and payment plan.
- Cost sheet with every charge.
- For resale: previous Sale deed copies, society no-objection certificate, latest maintenance and tax receipts.
How do OTP-verified site visits help brokers?
Disputes over who brought the buyer are common in channel-partner and co-broking deals. In PropZolo Site visits, the buyer reads out a one-time code at the visit, and the app records it with a GPS fix and a timestamp — so each visit has a tamper-evident record. Reminders go out on WhatsApp with a location pin 24 hours and 2 hours before, and feedback per property feeds matching.
Questions
How do I check a project’s RERA registration?
Search the project’s RERA number, or its name, on your state RERA authority’s website. The portal shows the registration certificate, approved plans, carpet areas of unit types, the completion date and quarterly progress. If the builder cannot give a number for a new project, treat it as a warning sign.
What is the difference between OC and CC?
A commencement certificate lets the builder start construction under approved plans. An occupancy certificate, issued after completion and inspection, confirms the building is fit to occupy. Buy an under-construction flat only with a CC in place, and move into a ready flat only after the OC is issued.
How many properties should I show in one site visit?
Usually three or four in one trip. More than that and buyers forget which was which. Shortlist on the call, plan the route, and keep the best match for last. If the buyer likes none, refine the requirement before booking the next tour.
Should the broker follow up after a site visit?
Yes, within 24 hours, while the visit is fresh. Ask which property they liked and why, answer open questions, and offer a second visit or move to an offer. Update the owner as well — owners stay engaged when they hear back after every visit.
Sources
- Real Estate (Regulation and Development) Act, 2016 — India Code, accessed 12 October 2026
- RERA Act, 2016 full text (hosted by UP RERA), accessed 12 October 2026
Written by the PropZolo team. General information, not legal or tax advice.