Your purpose and location
Write down whether the property is for living, business, rental use or a longer-term plan. Name the areas you are considering and any access needs that matter to you.
Budget, size and timing
Share a budget range, the approximate size you need and when you hope to move forward. These details help keep the conversation focused.
Questions and records
Keep project references and questions in one place. Ask for the date and source of information instead of relying only on a forwarded image.