Represent every buyer from first call to keys and referral with one clear system
A complete toolkit for agents, brokers and buyer's agents: the method, the workbook, the forms, the exact words and the offer discipline, for one buyer or twenty.
- A 10-chapter e-book teaching a ten-stage buyer method, with one composite buyer file running through every chapter
- The Buyer Representation Workbook: 18 Excel sheets with a buyer register, weighted criteria, listing fit scores, viewings, comparables, offers, due diligence, closing, after-sale, referrals and two dashboards
- 4 fillable PDF forms and 6 Word templates, including 44 buyer messages and scripts and 30 AI prompts
- A Start Here map, 3 cheat sheets including dated country notes, an 8-sheet affordability calculator, a 43-event calendar and a 25-task CSV
The Buyer Representation System · Bodhih Pro Kits · 203 by Bodhih Training, trainers to 2,000+ companies since 2008.
What does a buyer's agent do?
A buyer's agent acts for the buyer: a consultation to agree needs, budget and terms, a scored search, viewings that end in a decision, price evidence from comparables, offers on the buyer's instructions, every condition tracked to closing, and support after the keys. The Buyer Representation System from Bodhih Training gives agents a file for each step.
Want the full free guide first? Read What Does a Buyer's Agent Do? The Job, Step by Step.
You already feel the problem. Here is what it is costing you.
Buyers who drift
Weeks of viewings, no offer, and a buyer who stops opening your alerts. Without agreed criteria and weights, every listing looks possible and none feels right.
The pay conversation you put off
Explaining who pays you and how much feels awkward, so it slips until it causes a problem. In more markets it is now a rule to settle it in writing before touring.
Offers decided by adrenaline
Competing offers arrive, the buyer panics and the walk-away price is invented on the phone at 10 p.m. Then comes regret, whether they win or lose.
Deadlines that slip after acceptance
Inspection windows, valuations, finance and legal steps all run at once. One missed date can cost the buyer a home or a deposit.
Midnight problems
An inspection report, a low valuation or a case of cold feet arrives by message at midnight. Without a method, you answer the fear instead of the facts.
Silence after the keys
The file closes, life moves on and the referral that should have come goes to someone who stayed in touch.
Picture the next few weeks with the kit open beside you.
Picture your next new enquiry. Instead of booking a viewing, you send two consultation times. As you work through the consultation form, the buyer describes a normal weekday in the new home, and five weighted criteria appear on the Criteria sheet before you have looked at a single listing.
Now it is week three. You score each new listing on the Search Log and send only the ones that show Book viewing, with reasons and watch-outs. On Monday morning the Dashboard shows one buyer to contact and one viewing without feedback. Ten minutes and two messages from the library later, both are cleared.
Imagine the offer evening. The comparables are logged, the pricing read is on screen, and the buyer signed a walk-away price before the first offer. When the listing agent mentions other offers, you open the decision card, the buyer decides once, and nobody makes a choice they regret.
And then the call a month after keys. You open the check-in form, listen first, and send the reminders that help. Whether you start with the workbook tonight or the consultation form with your next buyer, the next file begins with everything this one taught you.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Buyer Representation System (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: buyer representation map
The whole buyer job as ten stages with the file to open at each, your first hour, a 30/60/90 day use plan and links to measure your starting point.
Buyer Representation Workbook
18-sheet workbook: settings, stage targets, buyer register with contact alerts, weighted criteria, search log with fit scores, viewings and feedback, comparables, price analysis, offers with walk-away headroom, due diligence, closing milestones, cost estimate, after-sale plan, referrals, conversion and two dashboards with charts.
Affordability and Purchase Cost Calculator
8-sheet illustrative calculator: monthly cost and the price that fits the buyer's own rule, day-one cash, cost of owning, rate and price scenarios, and an investor view with yields, cap rate, cash-on-cash and DSCR. Check your lender.
Buyer consultation and criteria form
Four-page fillable form for the first meeting: the buyer's reasons and timeline, the money picture in general terms, how you work and are paid, the criteria and must-haves worksheet with weights, and the agreed next steps.
Viewing scorecard
Two-page fillable scorecard: score one home against the buyer's criteria with condition, running cost and location checks and a same-day verdict, then compare up to four homes side by side.
Offer strategy sheet
Two-page fillable sheet the buyer signs off before every offer: value evidence, walk-away price, terms that matter to the seller, conditions, competing offers handled ethically, escalation only where lawful, and the buyer's written instructions.
Due diligence, closing and after-sale checklist
Three-page fillable checklist: every condition and check after an accepted offer with owners and dates, the closing readiness check before keys, and the 30-day after-sale check-in conversation.
Buyer consultation script and process explainer
A 45 to 60 minute consultation script with 19 questions in 7 groups, words for explaining your role and pay, a fair-treatment statement, 10 honest answers to common buyer questions, and an editable step-by-step process explainer to send to buyers.
Buyer message and script library
44 ready-to-edit messages and spoken scripts in 9 groups: enquiry replies, consultation follow-ups, alerts, viewing confirmations and feedback, offer updates, counter-offers, lost offers, inspection and valuation problems, cold feet, closing, move-in, after-sale and referral asks.
Buyer agreement discussion sheet and service charter
A plain-words discussion sheet covering the twelve points a buyer agreement usually covers, five check questions, and a ten-promise buyer service charter your practice can adopt. A discussion aid, not a contract: use your required form.
Buyer documents pack
Six ready-to-edit documents: weekly buyer update, offer summary decision memo, offer cover note guidance with a facts-only template, repair or credit request summary, move-in pack with first-week checklist, and two after-sale letters.
Worked example pack: first-time buyers from consultation to keys
One composite buyer file shown completely: the consultation and criteria, the search, a lost offer, the viewing scorecard, comparables, the offer strategy, an inspection renegotiation with quotes, the closing timeline and the after-sale check-in.
AI prompt pack for buyer agents
30 tool-agnostic prompts in 7 groups that follow a buyer file, each with what to paste in and what to check before you use the output.
Offer and viewing decision card
Sixteen if-this-then-that moments from offer to closing, plus a viewing day checklist.
Buyer agent mistakes to avoid
Twelve common mistakes with what to do instead, ten process mistakes with the file that prevents each, and the fair treatment line.
Buyer agency country notes (October 2026)
Dated quick reference: confirmed US and UK changes, ten questions to check in every market, and who to ask first in nine named markets and the rest of Africa and Europe.
10-week buyer plan calendar
43 calendar events for one buyer over ten weeks, from enquiry to the one-week check-in after keys, each naming the file to open. Import into a new calendar and move to your dates; real timelines vary by market.
Buyer task board import
25 buyer-file tasks as a CSV ready to import into Trello, Asana, Notion, Planner or Jira, with stage, week, owner, file to open and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 61 pages
- Workbooks
- 18-sheet buyer workbook and 8-sheet calculator, with sample data, formulas and dashboards
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, Planner, Jira
- Best for
- Agents and buyer's agents handling one to twenty buyer files, in any country and currency
Representing the Buyer, from First Call to Referral
Why the buyer side deserves a system, and the ten-stage method from enquiry to referral.
Your Role, Your Duty and the Buyer Agreement
Your duty to the buyer in plain words, explaining pay before touring, the buyer agreement, conflicts and the fair treatment line.
The Buyer Consultation
A 45 to 60 minute consultation that turns a buyer's first sentence into weighted criteria and a clear money picture.
Teaching the Process and the Money
Teaching the buying process and the whole cost, with different conversations for first-time, relocating and investor buyers.
The Search Plan
Criteria with weights, a fit score for every listing, homes coming soon from local agents, and resetting a stalled search.
Viewings That End in a Decision
Viewings planned, scored on the spot and turned into a verdict the same evening, including virtual viewings.
Helping Buyers Decide
Comparables, condition, resale, running costs and investor numbers, ending with a walk-away price the buyer sets.
Offers That Win Fairly
Offer strategy, terms that matter to sellers, written instructions, and competing offers handled ethically.
From Accepted Offer to Keys
One dated timeline of conditions and checks from accepted offer to keys, with payment fraud warnings.
When Things Go Wrong, and How Buyers Feel
Inspection findings, low valuations, finance trouble, anxiety and buyer's remorse, handled calmly.
After the Keys: Referrals, Records and Your Practice
After-sale touchpoints, referrals, your conversion numbers, records and where AI helps with human review.
The File You Can Hand to Anyone
What a complete buyer file looks like and where to start.
Numbers Every Buyer Agent Should Explain
Plain definitions for sixteen numbers you will explain to buyers, matched to the workbook.
Using AI in Buyer Work Safely
Seven rules for using AI tools safely in buyer work.
Not just reading. Tools you will actually open again.
E-book
- The Buyer Representation System: 10 chapters, 2 appendices and 6 hand-drawn figures (PDF)
Start here
- 00-Start-Here-Buyer-Representation-Map: the job as ten stages with the file to open at each, your first hour and a 30/60/90 day use plan
Spreadsheets
- Buyer Representation Workbook (18 sheets): Start here, Settings, Stages, Buyers, Criteria, Search Log, Viewings, Comparables, Price Analysis, Offers, Due Diligence, Closing, Cost Estimate, After-Sale, Referrals, Conversion, a Dashboard with 20 live measures and a buyers-by-stage chart, and a Conversion Chart
- Affordability and Purchase Cost Calculator (8 sheets): monthly cost, the price that fits the buyer's own rule, day-one cash, cost of owning, rate scenarios and an investor view (illustrative; check the lender)
Fillable PDF forms
- Buyer consultation and criteria form: reasons, money in general terms, how you work and are paid, criteria and must-haves
- Viewing scorecard: one home scored with condition and location checks, plus a shortlist comparison
- Offer strategy sheet: value evidence, walk-away price, terms, competing offers handled ethically and the buyer's written instructions
- Due diligence, closing and after-sale checklist: conditions with owners and dates, closing readiness with a payment fraud check, and the 30-day check-in
Word templates
- Buyer consultation script and process explainer: 19 questions, words for your role and pay, and an editable step-by-step guide to send buyers
- Buyer message and script library: 44 messages and scripts from enquiry to referral
- Buyer agreement discussion sheet and service charter: twelve points in plain words and ten promises to adopt (not a contract)
- Buyer documents pack: weekly update, offer decision memo, facts-only offer note guidance, repair or credit request, move-in pack and after-sale letters
- Worked example pack: one first-time buyer file from consultation to keys, with an inspection renegotiation
- AI prompt pack for buyer agents: 30 prompts, each with what to paste in and what to check
Cheat sheets
- Offer and viewing decision card: sixteen if-this-then-that moments and a viewing day checklist
- Buyer agent mistakes to avoid
- Buyer agency country notes, dated October 2026
Calendar and import
- 10-week buyer plan calendar (ICS): 43 events for Google Calendar, Outlook or Apple Calendar
- Buyer task board import (CSV): 25 tasks for Trello, Asana, Notion, Planner or Jira
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Explain your duty, your role and how you are paid in plain words before you tour any home
- Run a consultation that produces weighted criteria, a money picture in general terms and agreed next steps
- Score every listing for fit and send buyers only the homes worth their time
- Run viewings that end in a same-day verdict and honest feedback to the listing side
- Build a comparative market analysis and help the buyer set a walk-away price before negotiating
- Present and negotiate offers on written instructions, and handle competing offers ethically
- Track every condition from accepted offer to keys, and handle inspection findings, low valuations and cold feet calmly
- Keep in touch after the sale, thank every referral and read your own conversion numbers
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Property Advisory and Client Handling Assessment for Real Estate Agents, Brokers and Sales Teams
Take the assessment →AssessAll assessmentConsultative Selling & Client Advisory
Take the assessment →AssessAll assessmentActive Listening in the Sales Conversation
Take the assessment →JobularyIf-then plans that make habits stick (Jobulary)
Make it a growth plan →A taste of Chapter 7
A week before they first saw Maple Grove, the Mensahs had lost 14 Elm Court in a round of five offers. The listing agent asked for best and final by the next evening. Tom asked Dana what the others had offered. Dana said she did not know and would not ask, and that even if she somehow found out, she could not use it. Tom said that seemed unfair. Dana said it was the same rule that protected him, and his offer, every time. Winning offers fairly means competing hard on things the buyer controls, never on things that break your duties to others: other buyers' confidential offers, invented interest, deadlines you cannot confirm, or anything that invites a seller to choose a buyer for who they are.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| First contact | Book a viewing straight away | A structured consultation, criteria with weights and pay explained before touring |
| Search | Forward every new listing | A fit score for every listing and a rule for what gets sent |
| Viewings | Tour and see how they feel | A scorecard, the regret question and a same-day verdict |
| Pricing | Asking price as the guide | Comparables with adjustments, an indicated value and a pricing read |
| Offers | Decide the number on the phone | A signed walk-away, written instructions and an ethical competing-offers routine |
| After acceptance | Dates in your head | Every condition dated with an owner, reminders and a payment fraud check |
| After the keys | A thank-you card | Touchpoints at one week, 30 days, six months and each anniversary, plus a referral tracker |
Made for you if…
- Residential agents and brokers who represent buyers, whether new or established
- Dedicated buyer's agents who want one consistent process for every file
- Team leaders setting a standard buyer service for their agents
- Landlords and small investors who buy property and want the same discipline
- Small property managers who help clients acquire homes
- Agents working in India, the UK, the US, Canada, Australia, the Gulf, Singapore, the Philippines or Africa
Probably not for you if…
- Anyone looking for legal advice: the kit teaches good practice, keeps country specifics in one dated sheet and points you to your licensing body and the buyer's lawyer or conveyancer
- Someone buying one home to live in: The Home Buying Master Kit is written for you
- Investors wanting deep deal analysis: The Property Investment Deal Analyser goes further on numbers
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next buyer enquiry is coming. Have the whole system ready when it does.
Open the Start Here map, type your settings into the workbook and log the buyers you are working with now. Whether you begin with the e-book this evening or the consultation form with your next buyer, your first hour is already planned.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
The Bodhih family, when you are ready for more
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Buyer Representation System: FAQs
Read the free guideAlready bought? Resend my linkWhat does a buyer's agent do?
A buyer's agent represents the buyer: agreeing needs and terms at a consultation, running a scored search, arranging viewings, giving price evidence, presenting and negotiating offers on the buyer's instructions, tracking conditions to closing and supporting the buyer after the keys. The kit gives each of those steps a chapter and a file.
How do I run a buyer consultation?
Spend 45 to 60 minutes on the buyer's reasons, a picture of daily life in the new home, the money picture in general terms, timing, who decides and criteria sorted into must-haves, important, nice to have and deal-breakers. Then explain your role and pay and agree three next steps with dates. The consultation form and script follow that order.
How should I handle multiple offers fairly?
Help the buyer decide their best offer once, up to a walk-away price they set beforehand. Compete on terms the buyer controls, such as timing, deposit and clean conditions. Never seek or use other buyers' offers, never invent urgency, and use escalation clauses only where they are lawful, accepted and instructed.
What should I do when a valuation or appraisal comes in low?
Call the buyer, then lay out the options with their lender and lawyer: ask the seller to reduce, meet in the middle, cover the gap in cash, challenge the valuation with evidence where the lender allows, or use the contract terms. Nothing needs deciding that night. Message 31 in the library has the words.
How do I measure my own starting point as an agent?
AssessAll offers assessments that match this kit, including the Property Advisory and Client Handling Assessment for Real Estate Agents, Brokers and Sales Teams and Consultative Selling & Client Advisory. Take one before you start using the system and again after a few buyer files to see what has changed. Links are on the Start Here map; the assessments are separate products and not included.
How do I turn this into a development plan?
Pick one or two habits from the kit, such as the same-day viewing verdict or the walk-away price, and write them as if-then plans: if a viewing ends, then I send message 17 before dinner. Jobulary's guide to if-then plans explains the method, and the link is on the Start Here map.
Does it work outside the United States?
Yes. The method and tools are country-neutral, every workbook takes any currency, and the examples include India, the UK, the Gulf and other markets. Laws and practice differ, so country specifics are kept in one sheet dated October 2026 with what to check where you work.
Is this legal or financial advice?
No. The kit is educational and practical. Templates, including the buyer agreement discussion sheet, are starting points, not legally valid documents, and the calculator is illustrative. Check your licensing body, your broker, the buyer's lawyer or conveyancer, the lender and local law.
Which software do I need?
The workbooks open in Excel, Google Sheets or LibreOffice with no macros. The forms fill in Acrobat Reader and most PDF apps, the templates open in Word or Google Docs, the calendar imports into Google Calendar, Outlook or Apple Calendar, and the CSV imports into Trello, Asana, Notion, Planner or Jira.
What is the refund policy?
Digital kits are non-refundable once downloaded. The exceptions are corrupted files not fixed within 3 working days, duplicate charges, or failed delivery.
How much does The Buyer Representation System cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
