Schedule Time to Meet for a Strategy Session

Prepare Guide & Educational Presentation

Meet and Discuss Goals and Non-Negotiables

Explain Agency Relationships

Discuss Different Types of Financing Options

Help Find a Mortgage Lender

Obtain Pre-Approval Letter from Lender

Provide Resources to Research Crime in Neighborhoods, School Ratings, etc.

Provide Overview of Current Market Conditions

Explain Company’s Value

Schedule time to meetfor a strategy session

Explain Home Inspection Process

Educate About Local Neighborhoods

Discuss Foreclosures & Short Sales

Gather Needs & Wants of Next Home

Explain School Districts Effect on Home Values

Explain Recording Devices During Showings

Learn All Goals & Make A Plan

Create Internal File for Records

Send Homes Within Their Criteria

Start Showing Homes as Requested

Schedule & Organize All Showings

Gather Showing Instructions for Each Listing

Send Showing Schedule

Show Up Early and Prepare First Showing

Look for Possible Repair Issues While Showing

Gather Feedback After Each Showing

Update When New Homes Hit the Market

Share Knowledge & Insight About Homes

Guide Through Emotional Journey

Listen & Learn at Each Showing

Keep Records of All Showings

Update Listing Agents with Feedback

Discuss Homeowner’s Associations

Estimate Expected Utility Usage Costs

Confirm Water Source & Status

Discuss Transferable Warranties

Explain Property Appraisal Process

Discuss Multiple Offer Situations

Create Practice Offer to Help Prepare

Provide Updated Housing Market Data

Inform Showing Activity Weekly

Update on Any Price Drops

Discuss MLS Data at Showings

Find the Right Home

Determine Property Inclusions & Exclusions

Prepare Sales Contract When Ready

Educate on Sales Contract Options

Determine Need for Lead-Based Paint Disclosure

Explain Home Warranty Options

Update Pre-Approval Letter with Each New Offer

Discuss Loan Objection Deadlines

Choose a Closing Date

Verify Listing Data is Correct

Review Comps to Determine Value

Prepare & Submit Offer to Listing Agent

Negotiate Offer with Listing Agent

Execute A Sales Contract & Disclosures

Once Under Contract, Send to Escrow Company

Coordinate Earnest Money Wire Transfer

Deliver Copies to Mortgage Lender

Obtain Copy of Sellers Disclosures

Deliver Copies of Contract/Addendum

Obtain A Copy of HOA Bylaws

Keep Track of Copies for Office File

Coordinate Inspections

Meet Home Inspector at the Property

Review Home Inspection

Negotiate Inspection Objections

Get All Agreed Upon Repair Items in Writing

Verify any Existing Lease Agreements

Check in With Lender to Verify Loan Status

Check on the Appraisal Date

Negotiate Any Unsatisfactory Appraisals

Coordinate Closing Times & Location

Make Sure All Documents are Fully Signed

Verify Escrow Company has Everything Needed

Reminder to Schedule Utilities Transfer

Make Sure All Parties are Notified of Closing Time

Solve Any Title Problems Before Closing

Prepare guide & Educational presentation

Confirm Repairs Have Been Made by Sellers

Prepare guide & Perform Final Walk-Through

Resolve Any Last-Minute Issues

Get CDA Signed by Brokerage

Attend Closing

Provide Home Warranty Paperwork

Facilitate Transfer of Keys and Accessories

Close Out File