Skills/Real Estate And Mortgage

Client Relocation Checklist Skill

Turns relocation notes into organized client checklists with missing inputs, service handoffs, and review flags.

Audience

Relocation and buyer teams that need move-planning support without giving legal, tax, school, safety, lending, or suitability advice.

Platforms

OpenAI, Claude, Gemini

Detailed description

This skill helps real-estate and mortgage teams turn rough notes into a structured client relocation checklist that is easier to review and act on.

It is designed for admin, drafting, comparison, organization, checklist, and human-review support only, not for legal, financial, lending, appraisal, pricing, or broker decisions.

What is included

  • Core instructions
  • Reference guide
  • Examples or decision aids
  • README
  • Setup guide
  • Customization guide
  • Buyer license
  • Relocation checklist guide
  • Human-review prompts

Trust and delivery

  • Published by Skills Junky as an in-house product.
  • Account-based delivery for eligible downloads after purchase.
  • Listing should stay aligned with license, compatibility, and support disclosure.
Client Relocation Checklist Skill — Skills Junky