PREPARING TO BUY
07 Establish a communication plan that suits the buyers’ preferences. 08 Share market trends and data with clients so they understand the current state of the market. 09 Understand financial goals and timeline. 10 Learn goals, needs and preferences on home attributes, locations, etc. 11 Share insight on pricing and availability of preferences in the current market. 12 Set buyers expectations on hyper-local market conditions. 13 Confirm areas of preference as they relate to home buyer needs and goals. 14 Suggest pre-approval for a mortgage and lender recommendations, if needed. 15 Collect lender commitment or pre-approval letter. 16 Walk client through sample purchase agreement and outline plan and process. 17 Gather client signature on any required agency engagement forms.
REFINING HOME SEARCH
18 Search listings that match client preferences. 19 Set up a Collection of property listings so client has an auto-update of all new and relevant listings. 20 Gather client feedback on listings. 21 Revisit budget or search criteria, if necessary.
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