PREPARING TO BUY 07 Establish a communication plan that suits the buyers preferences. 08 Share market trends and data with client so they understand the current state of the market. 09 Understand fnancial goals and timeline. 10 Learn goals, needs and preferences on home attributes, locations, schools, etc. 11 Share insight on pricing and availability of preferences in the current market.
12 Suggest pre-approval for a mortgage/lender, if needed. 13 Collect lender commitment or pre-approval letter.
14 Walk client through sample purchase agreement and outline process. 15 Gather client signature on any required agency engagement forms.
REFINING HOME SEARCH
16 Search listings that match client preferences. 17 Set up a Collection of property listings so client has an auto-update of all new and relevant listings. 18 Gather client feedback on listings. 19 Revisit budget or search criteria, if necessary. 20 Curate search and initial showing list. 21 Share updated listings with client as they become available. 22 Monitor relevant listings for changes in price and status. 23 Review client notes on properties in the Collection and understand which homes to remove from consideration.
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