50 THINGS WE DO AS A BUYER’S AGENT TO ENSURE A SUCCESSFUL TRANSACTION

• 1

  We will meet for a buyer consultation.

• 2

  Collect market data and recent
  comparables in neighborhoods you’re
  interested in.

• 3

  We will complete a buyer questionnaire
  to understand your needs and objectives.

• 4

  If necessary, I will research off-market
  opportunities for you to find additional
  suitable inventory.

• 5

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• 6

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• 7

  Create a ‘Collection’ so you’re

• 8

  Pull market trend data to understand
  what’s happening within the broader
  region.

• 9

  Coordinate showing appointments to
  gain access to desired listings.

• 10

  Learn relevant details and attributes of the properties shown, including number of bedrooms, bathrooms, square footage, acreage, etc.

• 11

  Attend broker tours to view other available properties on the market.

• 12

  Stay connected to local buyers, sellers,
  and other agents to maintain a constant
  view of what drives the market.

• 13

  Encourage you to reach out to a lender
  for pre-approval and provide
  recommended lenders (at least 3) if
  requested.

• 14

  Reach out to agents with similar listings
  to understand traffic and buyer demand.

• 15

  Provide objective advice and help you
  evaluate the pros and cons of different
  properties.

• 16

  Understand the current condition of the
  property for negotiation purposes

• 17

  Understand the current condition of the
  property for negotiation purposes with
  the assistance of experts.

• 18

  Advise you on potential offer strategies
  that reflect current market conditions.

• 19

  Help you obtain HOA documents if
  needed.

• 20

  Review all transaction documents with
  you in advance of writing any offer.

• 21

  Review all forms in the disclosure package.

• 22

  Coordinate additional access to the
  property, if necessary.

• 23

  Join you while you meet with experts about desired improvements including landscaping, painting, fixture updates, minor and major renovations, etc.

• 24

  If requested, recommend at least three
  vendors to you on your specific request.

• 25

  Maintain consistent communication to
  provide market updates.

• 26

  Monitor any changes in the market to refine
  offer strategy and make needed updates
  (revising price, terms, etc.) accordingly.

• 27

  Explain the offer process, timeline, and
  recommended preparation.

• 28

  Align on offer strategy and prepare the
  offer on your behalf.

• 29

  Notify the listing agent you are submitting an offer.

• 30

  Advise and strategize with you on counteroffer response.

• 31

  Negotiate terms as needed with the listing broker and seller in writing

• 32

  Notify you when terms are agreed upon.

• 33

  Assist with the review of the final contract, disclosures, pre-qualification letter, and wiring instructions, if applicable.

• 34

  Coordinate the signing of the final agreement.

• 35

  Facilitate deposit of earnest money and down payments.

• 36

  Create and execute closing timeline
  and transaction review.

• 37

  Stay in close contact with all relevant
  parties through next steps.

• 38

  Share estimated timeline and all
  documents with client and Attorney(s),
  if applicable.

• 39

  Coordinate and confirm inspection.

• 40

  Coordinate and confirm appraisal
  has been received.

• 41

  Confirm loan approval has been
  received.

• 42

  Coordinate final walk-through and
  address issues that may arise by
  communicating with the seller's agent.

• 43

  Remind you to order home warranty (if
  applicable).

• 44

  Remind you to order homeowners
  insurance and set up utilities.

• 45

  Request final closing figures from the
  closing agent (attorney or title company).

• 46

  Advise you to carefully review closing
  figures with settlement service provider.

• 47

  Facilitate closing for you and the seller.

• 48

  Confirm recording of deed, if applicable.

• 49

  Transfer of keys and property access.

• 50

  Welcome you to your new home!