# DenQAI: first broker call question set

File-specific companion · 2026-09-10

## Purpose

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

**Who:** Prospective buyer or seller

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

## Complete the file

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.

## Definitions

- **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.

## Review and next action

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

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

[Related DenQAI guide](https://denqai.com/system/representation)

## AI coach prompt

Help me use DenQAI’s first broker call question set. My question is: What should be established on the first broker call before sharing financial capacity or signing? Explain these terms in plain language: Buyer representation, Add-back, Data boundary. Ask one question at a time about the required records: Question sheet; engagement and fee documents; listing access terms; valuation summary; data-recipient policy. Walk through the supplied fictional example before asking me for inputs. Treat every missing value as unknown, not zero. Do not invent source records, contract terms, legal conclusions, or clinical facts. Use only permitted fictional or aggregate, non-identifying information. Follow this boundary: This readable question set is not an engagement agreement or a finding that a broker’s answers are accurate. End with the missing evidence and this next step: Obtain the controlling records and independent reviewer for each material unanswered question.

## AI review prompt

Review my permitted fictional or aggregate draft of DenQAI’s first broker call question set against the file instructions. Check each required field and period, units, evidence locator, assumptions, arithmetic where formulas are actually supplied, and unresolved contradictions. Check the sequence: Use Role and representation plus Fees, referrals, and relationships first. Ask Opportunity and marketing process questions, recording what is documented versus only stated. Review Buyer-repeatable practice and Data boundary; turn unanswered material questions into requests before proceeding. Separate facts from assumptions and missing records. Do not supply unsupported numbers or make a professional decision for me. Apply this limitation: This readable question set is not an engagement agreement or a finding that a broker’s answers are accurate. Return corrections, questions for the responsible reviewer, and the next action.