1. Provide a Strategy Session
2. Prepare Guides and Educational Materials
3. Discuss Goals and Non-Negotiables
4. Explain Agency Relationships
5. Discuss Different Types of Financing Options
6. Provide Lending Resources
7. Obtain Most Beneficial Pre-Approval Letter From Lender
8. Provide Resources to Research Crime In Neighborhoods, School Ratings, etc.
9. Provide Overview of Current Market Conditions
10. Explain Company’s Value
11. Educate on Current Buyer Trends
12. Educate on Current Seller Trends
13. Discuss Earnest Money Deposits
14. Explain Home Inspection Process
15. Educate About Local Neighborhoods
16. Gather Needs and Wants Of Next Home
17. Explain School District Effect on Home Value
18. Explain and Notify of Recording Devices During Showings
19. Learn All Goals and Make a Plan
20. Re-strategize If Needs and Wants Change
21. Create Internal File For Records
22. Send Homes That Match Criteria
23. Provide Access to Private Market Homes Listed Off of The MLS
24. Arrange Private Showings of Homes You Like
25. Schedule and Organize All Showings
26. Keep Records of All Homes Viewed
27. Gather Feedback After Each Showing
28. Update When New Homes Hit The Market
29. Share Knowledge and Insight About Homes
30. Guide Through Emotional Journey
31. Listen and Learn at Each Showing
32. Update Listing Agents With Feedback
33. Discuss Homeowner’s Associations
34. Estimate Expected Utility Costs
35. Confirm Water Source and Status
36. Discuss Transferrable Warranties
37. Explain Property Appraisal Process
38. Discuss Multiple Offer Situations
39. Create Practice Offer To Help Prepare
40. Obtain The Best Price and Terms For You
41. Provide Updated Housing Market Data
42. Inform Showing Activity Weekly
43. Update On Any Price Drops
44. Discuss MLS Data at Showings
45. Find The Right Home
46. Determine Property Inclusions and Exclusions
47. Prepare Sales Contract When Ready
48. Educate On Sales Contract Options
49. Determine Need For Lead-Based Paint Disclosure
50. Explain Home Warranty Options
51. Update Pre-Approval Letter With Each New Offer
52. Discuss Loan Objection Deadlines
53. Choose a Closing Date
54. Verify Listing Data Is Correct
55. Review Comps To Determine Value
56. Prepare & Submit Offer To Listing Agent
57. Negotiate Offer with Listing Agent
58. Execute a Sales Contract & Disclosures
59. Once Under Contract, Send To Title Company
60. Coordinate Earnest Money Wire Transfer
61. Deliver Copies To Mortgage Lender
62. Obtain Copy Of Seller’s Disclosure
63. Deliver Copies Of Contract/Addendum
64. Obtain A Copy Of HOA Bylaws
65. Keep Track Of Copies For Office File
66. Coordinate Inspections
67. Provide Vetted Home Inspectors To Choose From
68. Review Home Inspection
69. Negotiate Inspection Objections
70. Get All Agreed Upon Repair Items in Writing
71. Verify Any Existing Lease Agreements
72. Check In With Lender To Verify Loan Status
73. Manage Appraisal Date
74. Negotiate Any Unsatisfactory Appraisals
75. Coordinate Closing Times and Location
76. Make Sure All Documents and Fully Signed and Initialed
77. Verify Title Company Has Everything Needed
78. Reminder To Schedule Utilities Transfer
79. Make Sure All Parties Are Notified At Closing Time
80. Solve Any Title Problems Before Closing
81. Receive And Review Closing Documents
82. Review Closing Figures
83. Confirm Repairs Have Been Made By Sellers
84. Perform Final Walk-Through
85. Resolve Any Last Minute Issues
86. Get CDA Signed By Brokerage
87. Attend Closing
88. Provide Home Warranty Paperwork
89. Handle Any Post-Closing Issues With Home Warranty Company
90. Facilitate Transfer Of Keys And Accessories
91. Keep Records Of Your Transaction For 2 Years
92. Keep You Updated On the Value Of Your Home
93. Facilitate a Tour Of Your New Home With The Seller If Desired
94. Advise On Post-Close Updates To Home
95. Educate About Home Maintenance
96. Share List Of Trusted Home Providers, Contractors, Etc.
97. Ensure You Feel Comfortable In Your Recently Purchased Home
98. Ensure You Get To Know The Neighborhood Of Your Recently Purchased Home
99. Check-In 30 Days After Close
100. You Are A Client For Life, And I Am Always Here To Help You With Your Real Estate Needs
