# First broker-call question set

Updated 2026-07-23.

## Purpose

What should be established on the first broker call before sharing financial capacity or signing?

## Who uses this

Prospective buyer or seller

## Records to gather

Question sheet; engagement and fee documents; listing access terms; valuation summary; data-recipient policy.

## Steps

1. Use Role and representation plus Fees, referrals, and relationships first.
2. Ask Opportunity and marketing process questions, recording what is documented versus only stated.
3. Review Buyer-repeatable practice and Data boundary; turn unanswered material questions into requests before proceeding.

## Key terms

- **Buyer representation**: Defined duty to the buyer supported by the engagement and applicable rules.
- **Add-back**: Adjustment to historical expense or earnings that needs evidence and buyer-specific review.
- **Data boundary**: Agreed limit on information collection, recipients, and uses.

## Fictional example

Fictional example: The caller asks the asking price, included assets, and the broker’s client; maximum financing remains outside the initial disclosure until purpose and recipients are established.

## Next action

Obtain the controlling records and independent reviewer for each material unanswered question.

## Limits

This readable question set is not an engagement agreement or a finding that a broker’s answers are accurate.

## AI coaching

Help me complete this DenQAI file using the context below. Explain the supplied fictional example first, then ask one question at a time about my permitted fictional or aggregate, non-identifying inputs. Treat missing values as unknown, not zero. Keep example values separate from my case. Do not invent records, source verification, contract terms or professional conclusions. Identify the missing evidence and responsible reviewer before the next action.

File: First broker-call question set (Markdown).

Question: What should be established on the first broker call before sharing financial capacity or signing?

Records to gather: Question sheet; engagement and fee documents; listing access terms; valuation summary; data-recipient policy.

Fields or sheets: DenQAI first broker-call question set; Role and representation; Fees, referrals, and relationships; Opportunity and marketing process; Buyer-repeatable practice; Data boundary; Stop before proceeding.

Key terms:
Buyer representation: Defined duty to the buyer supported by the engagement and applicable rules.
Add-back: Adjustment to historical expense or earnings that needs evidence and buyer-specific review.
Data boundary: Agreed limit on information collection, recipients, and uses.

Steps:
1. Use Role and representation plus Fees, referrals, and relationships first.
2. Ask Opportunity and marketing process questions, recording what is documented versus only stated.
3. Review Buyer-repeatable practice and Data boundary; turn unanswered material questions into requests before proceeding.

Fictional example:
Fictional example: The caller asks the asking price, included assets, and the broker’s client; maximum financing remains outside the initial disclosure until purpose and recipients are established.

Limits:
This readable question set is not an engagement agreement or a finding that a broker’s answers are accurate.

Next action: Obtain the controlling records and independent reviewer for each material unanswered question.

## AI review

Review my permitted fictional or aggregate, non-identifying draft against the DenQAI file context below. Check the actual fields, units, periods, evidence and unresolved contradictions. Use arithmetic only where the stated model supports it; a CSV has no embedded formulas. Keep missing values unknown and separate facts, assumptions and the fictional example. Return specific corrections, questions for the responsible reviewer and the next action; do not invent professional approval.

File: First broker-call question set (Markdown).

Question: What should be established on the first broker call before sharing financial capacity or signing?

Records to gather: Question sheet; engagement and fee documents; listing access terms; valuation summary; data-recipient policy.

Fields or sheets: DenQAI first broker-call question set; Role and representation; Fees, referrals, and relationships; Opportunity and marketing process; Buyer-repeatable practice; Data boundary; Stop before proceeding.

Key terms:
Buyer representation: Defined duty to the buyer supported by the engagement and applicable rules.
Add-back: Adjustment to historical expense or earnings that needs evidence and buyer-specific review.
Data boundary: Agreed limit on information collection, recipients, and uses.

Steps:
1. Use Role and representation plus Fees, referrals, and relationships first.
2. Ask Opportunity and marketing process questions, recording what is documented versus only stated.
3. Review Buyer-repeatable practice and Data boundary; turn unanswered material questions into requests before proceeding.

Fictional example:
Fictional example: The caller asks the asking price, included assets, and the broker’s client; maximum financing remains outside the initial disclosure until purpose and recipients are established.

Limits:
This readable question set is not an engagement agreement or a finding that a broker’s answers are accurate.

Next action: Obtain the controlling records and independent reviewer for each material unanswered question.

## Related guide

[Open the related guide](https://denqai.com/system/representation)