REPRESENTED-BUYER INTRODUCTION · REVIEW THE EMAIL BEFORE SENDING
Danielle Poché’s Coastal IntelligenceUpdated August 6, 2026 · 5:30 AM CT

Working agreement · outside-agent first

Your client stays yours.

Use the current written builder process and confirm receipt before the first visit.

The five-step protocol

Clear before the first visit

Register a client
01

Register

Prepare the represented-buyer introduction and confirm the current builder requirements before a visit.

02

Confirm

Ask Danielle to confirm receipt and the current registration requirements in writing.

03

Tour

Bring buyer context to the visit. The referring Realtor remains the relationship owner unless that Realtor specifically asks Danielle to take a different role.

04

Coordinate

Compare home, timing, incentives, and financing through verified source material.

05

Document

Keep the buyer introduction, builder confirmation, compensation terms, and offer details in the transaction record.

What to confirm

Three details to settle before the visit

A prepared email does not itself complete builder registration. Confirm the builder’s current process and Danielle’s receipt.

Receipt

Get written confirmation

Confirm that Danielle received the represented-buyer introduction and note the date.

Timing

Before the first visit

Send the introduction before a model-home visit or property-specific conversation.

Terms

Confirm the current rules

Confirm registration timing, compensation, eligible homes, and any program-specific requirements.

Danielle’s service policy

Clear coverage without replacing the Realtor.

Hours

8:00 AM–9:00 PM Central

Danielle’s stated business hours. Appointments are 30 minutes and require at least 30 minutes’ notice.

Appointments

Confirm the format at booking

Phone, video, or in-person options are available as confirmed at booking.

Backup

Supervised AI assistance

When Danielle is unavailable, an AI assistant may answer general questions, collect context, and help with next steps. Danielle confirms property-specific or transaction decisions.

Updates

Weekly, with special announcements

Realtors may opt in to weekly updates and time-sensitive announcements. Danielle approves current pricing and incentives before Alvarado.ai publishes an update.

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